Over 12 Years Experience

Tax Planning Intake Form

Basic Information

Full Name

Phone Number *

Email Address *

Preferred Consultation Format

Your Current Tax Snapshot

Age Range

Under 30

30–45

46–60

60+

Estimated Total Income for This Year

Income Structure

Do you currently operate through an S-Corporation?

Do you make quarterly estimated tax payments?

Your Recent Tax Experience

In the past 3 years, you have mostly:

Have you ever implemented proactive tax planning before?

Are you currently working with another tax advisor for planning?

Areas You Want Evaluated

Areas You Want Evaluated Select all that apply

Retirement & Contribution Strategy

Do you currently contribute to retirement accounts?

Are you open to restructuring compensation or entity setup to reduce taxes legally?

Optional — Upload Most Recent Tax Return

Upload your most recently filed return (PDF preferred).

This allows us to run a detailed tax projection before your strategy consultation

Strategy Alignment

Why are you seeking tax planning now?

If legitimate tax savings opportunities are identified, are you prepared to implement recommendations this year?

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