Primary Email*

First Name*

Last Name*

If you were referred by someone, please list their name here:

Company Name

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".

Can you spare a few minutes to return these questions this week? We currently have a waitlist, so returning these questions AND providing your last filed return will expedite the review process.*

Thank you so much for considering our firm as your Tax Advisor. We specialize in executives and high net worth individuals with unique all-inclusive monthly packages tailored to those that want innovative paperless technology, streamlined proactive communication, and tax savings more valuable than your investment in us! Would love to hear more about you and see if we are a good fit.

Yes

Yes, But I need additional time please

Yes, But I need additional information (Please Comment)

No (Please Comment)

Tax bracket and/or expected income this year:

Full Address

Are you experiencing any major life changes, such as marriage, divorce, birth or adoption of a child, or the purchase or sale of a home or business, that could impact your tax situation? What complex items tend to impact your return?

How much cash flow do you estimate you'll have available towards tax strategies this year? Will this be consistent for a few years? Some strategies require an outflow or deferral of cash.

Are you currently contributing to any retirement plans? Please list which ones and how much you tend to contribute. If not, would you be interested in doing so?

What would you estimate your net worth at, and is your estate plan up to date? We can assist in updating your estate plan with your attorney, especially important when your net worth is over 5 mil.

Have you considered making any charitable donations this year, and if so, what types of donations are you considering? Do you have a giving strategy, such as 10% of income each yr?

Is there any information we have not asked but you feel like we should know to develop your ROI proposal?

Family

Describe your healthcare coverage.

For example...Is it a PPO or high deductible plan through my employer, the marketplace, or a Christian sharing network, Medicare supplement, long term care, et al. How much would you estimate you spend per year on out-of-pocket medical costs?

What are your typical annual out of pocket medical costs excluding insurance premiums?

FINANCIAL PICTURE TITLE

Do you expect any significant (tens of thousands) changes to your income or deductions this year compared to last? Please explain

Excluding your primary residence, what other real estate do you own?

If applicable, provide a brief description of any real estate owned by your business(es)

Have you set any charitable goals, such as giving X amount per year? Please provide detail.

What are your current Brokerage Account balances?

BUSINESS OWNERS TITLE

What is your business' projected net income for this tax year?

Is your business set to meet or exceed prior year's earnings? Please describe any significant changes from the prior year.

Please describe your business formation structure.

Describe the nature of your business.

For example... dental practice, amazon store, online coach, etc...

How many full-time equivalent employees do you have, including yourself?

Ie 2 full-time and 1 part time is 2.5 (myself and my spouse full-time and daughter is part-time)

SECURE FILE UPLOAD TITLE

Please attach your last filed tax return(s). a. Your 1040, Personal Income Tax Return b. Any state income tax return(s) c. Any separate business return(s) Note any password on the files too.

To maximize your tax savings, do you consent to provide access to your financial records, including accounting books, for review by our trusted accountant, Ashlee, of Solid Foundation Financial?

Yes, I consent.

No, I do not consent.

Please provide your general availability to meet via zoom to review your ROI estimate together.

Tax Advisory Interview (Deidra)