✨ Welcome to The W-4 Wealth Fix™ 💰

You're just a few steps away from optimizing your paycheck, dialing in your tax withholding, and keeping more money in your pocket — without the stress, guesswork, or surprise tax bills.

This isn't just about filling out a form — it's a strategic session designed to help you:

  • ✅ Maximize your take-home pay
  • ✅ Avoid underpaying or overpaying the IRS
  • ✅ Align your paycheck with your real-life financial goals 💎

💳 This is a paid strategy session. A one-time $75 payment is required to begin your personalized review.

Complete this form so we can tailor your W-4 strategy to your unique income, household, and tax situation. It's time to make your money move with purpose 👑

The W-4 Wealth Fix™
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🧍‍♀️ Personal + Contact Info

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

💼 Job & Income Details

👨‍👩‍👧 Household & Filing Status

💸 Adjustments & Contributions

🧾 Deductions

(If itemizing: estimated mortgage interest, property taxes, medical, donations, etc.)

🎁 Tax Credits

🕵️‍♀️ Past Tax Outcome

🔮 What's Changing?

🎯 Goal for the Session

Final Consent

Acknowledgement & Signature

Final Consent

I understand that this is an educational strategy session designed to help me make informed W-4 decisions. I am solely responsible for submitting any withholding changes to my employer.

This session does not constitute legal or tax advice. Recommendations are based on the information I provide and current IRS tools.

🔒 Your information is confidential and used exclusively for your personalized W-4 review. We never share or sell your data.

📬 Once submitted, you'll receive an email within 1–2 business days with your customized strategy and next steps. Questions? We've got you.

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