Roughly how much did you pay in taxes last time you filed your return? *

Under $100K

<$100K–$300K

$300K–$500K

$500K–$1M+

What was your approximate total income last year? *

Under $250,000

$250,000-$500,000

$500,000-$1,000,000

<$1M–$2M

$2M–$5M

$5M+

What’s your current primary source of income? *

W-2 Employee

1099 / Independent Contractor

Business Owner

Investor / Real Estate

Other

If we could show you a proven way to keep more of what you earn and reduce your taxes through smart investment strategies, would you be open to exploring it? *

Yes, absolutely I’m ready to take action now

Possibly I’d like to learn more first

Not right now

Have you ever worked with a tax strategist or advisory firm before? *

Yes

No

On a scale of 1–10, how ready are you to take action to reduce your taxes this year? *

1
2
3
4
5
6
7
8
9
10
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Name *

Phone *

Email *

If you want me to shoot you a direct message.

IG Handle

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