Client intake

Tax Planning & Advisory

Planning works best with the full picture. The more you share, the more useful the session.

Your contact information

Full name *

Email *

Phone

State of residence *

How did you hear about us?

Your situation

Who is the planning for? *

Expected household or business income this year *

Current entity structure, if any

What do you want to cover?

Entity structure or S-corp electionQuarterly estimated taxesRetirement plan contributionsSelling a business or propertyEquity compensation or stock optionsReal estate and depreciation strategyCharitable givingTrust and estate coordinationMulti-state or relocation questions

Timing

Any major changes coming in the next 12 months?

How soon do you want to meet? *

Do you have a CPA today?

Anything else we should know?

Nothing is billed and no engagement starts until you approve a written flat fee.

Need a different service?

Individual Tax Preparation Business Tax Preparation Fiduciary Tax Preparation Monthly Accounting & Advisory IRS & State Notice Resolution