Lets us draft your custom tax strategies.

First Name *

Last Name *

Email *

Phone *

Company Name *

Are you a *

Business Owner

Soloprenuer

Investor/HNW

Complex Holdings

My Tax bill is *

> $100,000

>$500,000

>$200,000

Over $1 million

My books/financial records are *

Up to Date

Need Help

Could Use a Review

I file using *

my CPA

A tax service

Myself

Other

In preparation for meeting with one of our induction team, we’ll be sending you some information. How do you prefer to receive information: *

Email

SMS/Text

Other

Do you currently pay more than $100,000 in combined federal and state taxes each year after any tax strategies you’re already using? *

Yes

No

Do you have the financial capacity to invest in tax-planning strategies at this time? *

Yes — I have resources available to invest ption 1

Not right now — I’m currently cash-strapped

I agree to terms & conditions provided by the company. By providing my phone number and email address, I agree to receive text messages and emails from the business. These will be either reminders for the meeting I set up or responses to communications I send.