STEP 1 – CONTACT INFORMATION

Full Name *

Email *

Phone *

Preferred Method of Contact *

Call

Email

Text

STEP 2 – WHO IS THIS PLANNING FOR?

Who are you seeking tax planning for? *

Individual / Family

Business owner

Both personal and business

Not sure

State of residence *

STEP 3 – CURRENT TAX SITUATION

Which best describes your current situation? *

Select all that apply

W-2 income
Self-employed or business income
Rental properties
Multiple sources of income
Foreign income or assets
Not sure
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STEP 4 – PLANNING OBJECTIVES

What are you looking to achieve with tax planning? *

Select your tax planning priorities

Reduce current tax liability
Improve future tax efficiency
Review or optimize business structure
Plan for business growth or restructuring
Optimize deductions and depreciation
Plan for real estate or investments
Understand available elections or compliance options
Obtain a second opinion
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STEP 5 – TIMING

When are you looking to implement a tax strategy? *

As soon as possible

Within the next 3–6 months

Later this year

Just gathering information

STEP 6 – OPTIONAL NOTES

Anything else you’d like us to know?

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