Convertible Tax Bond (CTB)
No-Cost Quote Request Form

Please complete the following form to secure your no-cost quote. All information provided will be used solely for the purpose of preparing your quote and will remain confidential.

For each client, please provide the following details:

Full Legal Name *

Last 4 Digits of SSN or TIN *

Citizenship. Subscriber is a (please select status below): *

Spouse Full Legal Name (if married)

If you are not married enter "N/A."

Last 4 Digits of SSN or TIN:

Email *

Spouse Email (if married)

If you are not married enter "NA."

Phone *

Please provide information for year you would like to address.
Each year will require a new intake form submission.

Financial Info *

Tax Year:
Adjusted Gross Income (AGI):
Federal Tax Liability:
State Tax Liability:
Taxable Income (optional)

Address

Street Address

City

State of Residence *

Country

Postal code

Who presented this strategy to you *

Referred By *

Advisor Name, CPA, Tax Attorney, or relevant professional.

Please upload your Federal and State tax returns for any of the tax years you wish to reduce the liability for.

Contact your tax preparer if necessary to find these files.

2024 Federal & State Tax Returns or Draft

2023 Federal & State Tax Returns

2022 Federal & State Tax Returns