Tax Reduction Strategy Session with Roni
Tell Us More About You
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Format: (000) 000-0000.
State/Region
*
What is your annual gross revenue, not including W2 wages?
*
Are you up to date on your tax filing?
*
Yes
No
Are you a business owner?
*
Yes
No
Not Yet
Type of Business:
What is your annual gross revenue?
*
0 - 250k
250 - 500k
500k - 1m
1m - 5m
Over 5m
Are you a Real Estate Investor?
*
Yes
No
Not Yet
Do you own Real Estate? If so, please provide details about current holdings.
How did you hear about us?
*
Please Select
Facebook
Instagram
TikTok
LinkedIn
Friends/Family
Online Search
Other
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:
Which of These Apply? - Select All That Apply
*
I keep a record of my income and expenses without a bookkeeping software
I keep a record of my income and expenses myself using a bookkeeping software
I have a bookkeeper who keeps a record of income and expenses for me
Other
Which of these Apply? - Select All That Apply
*
I currently use Quickbooks Online
I use a different bookkeeping software
I don't use a bookkeeping software
This is a new business and does not have any books yet
Which of these Apply? - Select All That Apply
*
This is my first time working with a Tax Planner
I have worked with a Tax Planner in the past
I utilize tax strategies I find online myself
Other
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.
Please Press "Submit" Below
You will be redirected to a scheduling page to book a call
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