Company Information

Full Name:

Email Address:

Phone Number:

City & State

Financial Qualification

What was your total income last year?
Under $100K$100K–$250K$250K–$500K$500K–$1M$1M+

How much did you pay in federal taxes last year?
Under $20K$20K–$50K$50K–$100K$100K–$250K$250K+

What type of income do you earn?
W2Business OwnerBoth

Do you currently have an S-Corp or business entity?
YesNoNot sure

Strategic Qualification

What industry are you in?
PhysicianAnesthesiologistReal EstateeCommerce

Do you currently own real estate?
YesNoPlanning to

Are you currently working with a CPA or tax advisor?
YesNo

What is your biggest frustration with your current tax situation?

Buyer Intent

What are you looking for?
Basic tax filingAdvanced tax strategy

If we can show you a way to legally reduce your taxes by $50K–$200K+, are you prepared to invest in implementing the strategy?
YesNoDepends on ROI

What is your timeline to move forward?
ImmediatelyWithin 30 daysJust exploring