Pricing for Tax Planning, Accounting, and Business Services

THREE STEPS

3 SIMPLE STEPS TO GET ENGAGED

Connect with us via a Free call, Form, or Email.

We will send your Proposal within 48 Hours.

If you like the Proposal, you get onboard.

If you like the Proposal, you get on board.

Slide 3 of 3.

The survey will take approximately 8 minutes to complete.

Full name *

Are you planning to purchase a vehicle? If yes, do you plan to use it for more than 50% for business use? *

Please also mention the actual name of the vehicle( F-250, BMW X5, Tesla, and such)

Are you/your spouse planning to qualify as a real estate professional this year? *

Are you buying any additional rental properties this year? *

Please list how many and where.

Are you flipping any properties in year? *

Are you going to start any kind of new business this year? *

Do you eventually plan to sell above mentioned business or any business you have? *

What is your (Only yours) current year W-2 income? *

What is your spouse's (Only their's) current year W-2 income? *

What is your (Not your spouse) NET (Revenue less expenses) business Income? *

Do not count your salary as your expenses if you are an S-corp.

What is your Spouse's (Not yours ) NET (Revenue less expenses) business Income? *

Do not count your salary as your expenses if you are an S-corp.

What will you your net income or loss from rental real estate? *

Please list other income that you might have this year. *

Interest, dividend, capital gain and such.

Do you have any other information/concerns to share to help with better tax planning for this year? *

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