Tax Advisory

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First Name

Last Name

Phone *

Email *

Preferred Contact Method *

Email

Phone

Text

Preferred Meeting Type *

Virtual (Zoom)

In Person

Phone Call

Best Days/Times to Meet *

Mornings

Afternoons

Evenings

Weekends

(Select all that apply)

What best describes the purpose of your tax strategy request? *

Planning for retirement

Recently received funds (inheritance, settlement, sale of property)

Business tax structuring or entity review

Investment tax planning

Real estate tax planning

Year-round advisory / quarterly planning

Other

(Select all that apply)

Current Annual Income: *

<$50K
$50K–$100K
$100K–$250K
$250K–$500K
$500K+
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Business Owner? *

Yes

No

If yes, Business Type:

Sole Proprietor

LLC

S-Corp

C-Corp

Partnership

Other

Do you expect any of the following in the next 12 months? *

Retirement distribution

Sale of business/property

Inheritance/settlement funds

Large investment gains

Starting a business

(Select all that apply)

Estimated Tax Situation Complexity *

Low

Medium

High

Upload Financial Documents (optional):

You may upload W-2s, 1099s, K-1s, prior year tax return, business P&L, etc.

What are your top tax strategy goals? *

Reduce taxable income

Optimize business structure

Maximize retirement planning

Minimize capital gains tax

Prepare for retirement distribution taxes

Year-round planning & check-ins

(Select up to 3)

Additional Notes / Questions for Advisor:

Sell Products *

Tax Strategy Snapshot

✔ 45-minute strategy call

✔ High-level review of current tax situation

✔ Quick wins & action steps

✔ Not ongoing advisory

$250

Core Tax Planning Package

✔ Quarterly review calls (4/year)

✔ Tax projection & savings scenarios

✔ Filing checklist & deadlines

✔ Email access

Subscription

$300

Premium Advisory

✔ Monthly check-ins

✔ Entity optimization & business tax strategy

✔ Retirement & investment tax planning

✔ Priority email & calendar access

Subscription

$275

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I consent to receiving tax advisory services, and I acknowledge that fees apply as chosen above. I understand this service is advisory and does not guarantee outcomes. I authorize the review of the financial information uploaded.

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