Tax Assessment

Intake Form

Identify opportunities to reduce or eliminate your tax liability.

This take 2-3 minutes.

What tax year are you looking to address? *

What is your IRS filing status?

What state do you file/pay taxes in? *

What best describes your primary income source? *

What taxable income event are you looking to address? *

W-2/bonus, business income, business sale, real estate, stock, crypto, retirement distribution, etc.

Has the taxable event already occurred? *

Yes/ No/ Expected date.

What do you expect your total income to be for the tax year, before taxes? *

This would be your AGI (Adjusted Gross Income) for current tax year.

Do you expect a capital gain? If yes, approximately how much? *

What is your estimated federal + state tax liability? *

This would be the total combined amount due FED + STATE

Approximately how much have you already paid through withholding or estimated tax payments? *

*Important if you want to identify potential refund situations.

What are you primarily looking to accomplish? *

When would you be ready to implement a strategy? *

Are you currently working with a CPA, EA, Tax Attorney or Financial Advisor? *

This help us determine coordination requirements.

Would you like prior tax years evaluated for potential refund/amendment opportunities? *

How important is wealth transfer or legacy planning in your overall strategy?

Full Legal Name *

Email *

Phone *

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

Spouse Full Legal Name (if married)

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

Spouse Email (if married)

If you are not married enter "NA."

How did you learn about us? *

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