TAX SAVINGS STRATEGY ASSESSMENT
1. How did you hear about us?
*
Please Select
Google
Facebook
Instagram
Linkedin
Twitter
Other
Please Specify:
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2. What are your main business concerns/ultimate goals?(Be Very Detailed)
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Be very specific
3. How do you believe we can help?(Be Very Specific)
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4. Name
*
First Name
Last Name
5. Email
*
example@example.com
6. What is your filing status?
*
Please Select
Single
Married
7. What is your marginal tax rate?(What Tax Bracket Do You Fall In) Refer to the above chart, find your net income in the right column and then select your % in the box below -which will be to the left of that same row
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Please Select
.10
.12
.22
.24
.32
.35
.37
8. What forms do you file for your business?
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Please Select
Schedule C (Sole Proprietor)
1065
1120S
1120
Other
Please Specify
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TAX SAVINGS STRATEGY ASSESSMENT
9. Does your spouse work in the business?
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Yes
No
10. Business Name
*
11. What state do you file your individual state tax returns?
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
12. In what state is your business operating?
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
13. What is your percentage of ownership?
*
14. What services do you provide?
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Design
Software Development
Sales/Marketing/Business Development
Video Graphy
Coaching/Consulting
Other
15. Is this a specified service?
*
Please Select
Yes
No
16. How many employees do you have?
*
17. How many business owners are there for this business?
*
18. How many businesses do you own?
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19. How many years have you been in business?
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TAX SAVINGS STRATEGY ASSESSMENT
20. What is your business entity
*
Please Select
Sole Proprietor(Schedule C)
Partnership
LLC
LLC Multi Member
LLC w/S Election
S Corp
C Corporation
Non Profit
Other
Please specify:
*
21. What is the current/projected annual gross revenue in your business?
*
22. What is the current/projected annual net revenue in your business?
*
23. What was your estimated amount paid in taxes this previous year?
*
24. How much was your approx. salary for the previous tax year or expected for this year from your business? (If you do not pay yourself a salary enter 0)
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25. What is your approx. previous year W2 income?
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26. What is/was your approx. taxable income? (If you worked for someone this would be W2- Enter 0 if no taxable income
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27. What is the approx. amount of income that is subject to self employment tax if any? Enter 0 if no self employment tax
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28. What is the approx. amount of capital gains income if any? (Gains from investments) enter 0 if no capital gains income
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TAX SAVINGS STRATEGY ASSESSMENT
29. What is the approx. amount of qualified business property if any? Any buildings/land-Enter 0 if none
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30. Did you take the home office deduction last year?
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Yes
No
30a. How much:
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30b. Tax Savings:
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31. Did you deduct for meals on your previous tax returns?
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Yes
No
31a. How much:
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31b. Tax Savings
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32. Do you have any children; Do you take care of parents that live with you?
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Yes
No
32a. How many?
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32b. Tax savings ( #Kids*12500):
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33. Do you currently contribute to a retirement plan?
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Yes
No
33a. How much do you contribute annually?
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33b. Tax Savings
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34. Are you open to having meetings in your home if it would provide you tax savings?
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Yes
No
35. Do you do any research and development?
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Please Select
Yes
No
34a. Cost to have meeting at home:
*
36. Do you pay more than 50K for insurance per year?
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Yes
No
36a. Apprx.Cost
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37. Do you own your building/any buildings?
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Yes
No
37a. Approximate value of buildings owned:
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37b. Tax Savings
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38. Do you offer benefits to your employees?
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Yes
No
39. Did you purchase a vehicle or any equipment this year that you use for your business?
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Yes
No
39a. What was the approx. total cost?
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39b. Tax Savings
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40. Were there tips paid in your business?
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Yes
No
40a. What was the approx. total cost?
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40b. Tax Savings
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Your Total Estimated Tax Savings:
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SUBMIT
Should be Empty: