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You will need to complete the application below that will ask questions relating to you, your business, and your resources. Don’t worry, all answers will be 100% confidential.Once received, one of two things will happen…
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A. If we feel we can make an immediate and massive impact on your tax savings, you will be invited to book a call with our team to build a Tax Strategy. Don’t worry — there will be no pressure to make any immediate decisions.
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B. If we don’t think now’s the time or we can’t be helpful, we will let you know kindly and will likely direct you to some helpful resources.
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Regardless 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 develop a tax strategy that will help you reach your immediate and long term financial goals.

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 for your company?

Total Taxes paid in 2020?

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

Total Taxes Paid (or expected to pay) in 2021?

What were your total household W-2 Wages in 2021?

What was your total OTHER income in 2021 (including 1099, Investment Income/Dividends, K-1 distributions, Rental Income, Bonuses, etc.

# of full-time W-2 employees (working 1000+ hours per/year) ?

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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Intantly Increase Your Cash Flow With a Great Tax Strategy!

Intantly Increase Your Cash Flow
With a Great Tax Strategy!