Step 1 of 4
First Name
*
Last Name
*
Phone
*
Email
*
Step 2 of 4
Do you currently receive W-2 or 1099 income?
W-2
1099
Both
Neither
What is your annual income?
*
$50,000 – $100,000
$100,000 – $250,000
$250,000 – $500,000
$500,000 – $1,000,000
$1,000,000 +
Approximately how much did you pay in federal taxes last year?
*
Less than $5,000
$5,000 – $15,000
$15,000 – $50,000
$50,000 – $100,000
$100,000 +
Step 3 of 4
Are you currently a business owner?
*
I currently own a business
I want to start a business but I don’t currently have one
How much does your business gross per month?
*
$0 – $5,000
$5,000 – $10,000
$10,000 – $50,000
$50,000 – $250,000
What is your current business structure?
*
I don’t have one yet, help me structure
Sole Proprietor
Limited Liability Company (LLC)
S-Corporation
Step 4 of 4
Have you elected S-Corporation status for your business?
*
Yes
No
Not sure what that is
What happened the last time you filed your taxes?
*
I received a refund but I want to keep more of my money
I paid the IRS and need better tax planning
Do you currently have a tax strategist helping you plan throughout the year?
*
Yes
No