Tax Reduction Strategy Session with Roni

Tax Reduction Strategy Session with Roni

Tell Us More About You
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Format: (000) 000-0000.
State/Region*
What is your annual gross revenue, not including W2 wages?*
YesNo
YesNoNot Yet
Type of Business:
0 - 250k250 - 500k500k - 1m1m - 5mOver 5m
YesNoNot Yet
Do you own Real Estate? If so, please provide details about current holdings.
How did you hear about us?*
Please provide additional information about your current tax situation such as any tax issues or industry specifics we should keep in mind for our call:
I keep a record of my income and expenses without a bookkeeping softwareI keep a record of my income and expenses myself using a bookkeeping softwareI have a bookkeeper who keeps a record of income and expenses for meOther
I currently use Quickbooks OnlineI use a different bookkeeping softwareI don't use a bookkeeping softwareThis is a new business and does not have any books yet
This is my first time working with a Tax PlannerI have worked with a Tax Planner in the pastI utilize tax strategies I find online myselfOther
When are you available to speak? (Please Specify Day and Time)*
Once this form is submitted, I will contact you to confirm a time. This field does not have to be exact.
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