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Now that you've booked your call, let's make sure our team has the info we need to help you on the call!

Answer our short survey about you and your business. Don’t worry, if you don’t know the exact answers, give your best guess. As always, all answers will be 100% confidential.

One of our Path Planners will get to work immediately and prepare an initial tax savings estimate for your individual situation.
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We’re excited to see how much tax savings we can discover for you!
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We’ll share your initial tax savings estimate with you during your initial consultation.We can also share with you some great strategies to reduce future taxes on retirement accounts such as 401(k) and IRA accounts as well as taxes on Social Security Benefits!

Regardless of if we end up working together or not, after this strategy session, you’ll walk away with added clarity and confidence as to how to MAXIMIZE your wealth and MINIMIZE your taxes.

SURVEY QUESTIONS:NOTE: ALL ANSWERS ARE 100% CONFIDENTIAL.

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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What is the name and website for your company?

What product or service do you provide?

What is your current entity structure (Sole Proprietor, LLC, S-corp, C-Corp, etc.)?

What was your total revenue for 2021?

What were your total earnings, after expenses, for 2021?

What did you pay yourself in W2 wage in 2021, if anything?

What is your projected revenue for 2022?

What are your projected earnings, after expenses, for 2022?

What will you pay yourself in W2 wage in 2022, if anything?

Do you have any other sources of income? If so, please explain.

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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Understanding your exit plan helps us create a more personalized 6-step wealth plan for you. Which best describes you:

What would you do if you had all the money and time you needed?

What is your exit plan?

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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How do you plan to create your needed exit funds?

Understanding how your emotions change over time helps us customize your wealth plan. How has your motivation to exit your business on the desired target date and with the needed funds changed over time?

Let’s better understand your current state of mind. At this moment, how motivated are you to reach your target exit goals?

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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To the extent you feel comfortable, please provide the following data:

Note: This number should assume no debt payments

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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To the extent you feel comfortable, please provide the following data:

Note: This is the number after all other expenses have been paid

Tax Strategy Profile

To the best of your knowledge, please provide answers to the following:

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What is the date you would like to have the option of exiting the business?

Where did you hear about us?

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