To help maximize our time together please complete the following short questionnaire and choose the services you are interested in. Once you have completed the questionnaire you will be able to schedule a FREE consultation at the time most convenient for you.
We offer two key services for individuals and businesses:
There are two tax planning options available. Tax planning lite at $4,995 and a comprehensive tax plan at $9,995.
Note that 2024 tax year returns will be offered at a flat fee. For all 2023 tax year engagements it will be hourly. On an hourly basis, our returns start at $3,500 per return with the majority falling between $4,000 - $8,000.
First Name *
Last Name *
Whats your email address *
Phone Number *
1. Which state do you live in *
2. Are you a current client? *
3. Do we have your previous tax return(s) on file? If not, we will ask for you to provide after engagement. *
4. Did anything drastically change compared to your 2023 tax year? If yes, please explain
5. Do you own a business or are you starting any new businesses? *
A. Is there an argument to be made that your children work inside your business? *
B. Are you in a business venture where you are developing something new to the marketplace or a new internal process? There could be credits available *
C. Do you want us to review deductions and see if we can fine tune your business expenses? *
D. Are you selling your business soon? *
E. Do you work from your home? *
F. Are you purchasing or need to purchase any equipment or large assets? *
6. Are you interested in retirement planning opportunities *
7. Are you invested into any alternative investments such as oil and gas wells, real estate syndications etc? *
8. Do you have disposable income to invest in this tax year *
What is your budget for investing? *
Are you an accredited investor? *
9. Are you interested in learning about purchasing real estate as a tax saving strategy? *
Are you interested in learning about the tax benefits of Short-Term (vacation) rental properties? *
Are you interested in learning about the tax benefits of becoming a Real Estate Professional and owning long term rental properties? *
Are you interested in owning real estate directly or through a syndication or both? *
To Learn MoreClick Here
10. Are you anticipating any large capital gains in 2024? This could be from a real estate sale or stock sale *
11. Do you own any cryptocurrency? *
12. Are you interested in purchasing solar panels for your home or purchasing an EV? *
13. Are you interested in charity strategies for tax savings *
15. How did you hear about us?