• Free Consultation Form

    Free Consultation Form

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  • Form of Consultation*
  • Please Select an Appointment Date and Time

  • Agent Interview

    I want to be respectful of your time, let's start with a few question so I can get to know you.
  • What does your household look like?*
  • Are you looking to Supplement or Replace your income?*
  • Are you looking to commit to Part-time or Full-time?*
  • How much would you need to make a month in order to FIRE your "9-5"?*
  • Are you Coachable and Self-motivated?*
  • Are you willing to Invest in yourself?*

  • Tax Preparation Interview

    Based on the answers to these questions will allow me to estimate the complexity and cost of your tax preperation.
  • Marital Status*
  • Do you pay for child/dependent care?*
  • Do you rent or own your home?*
  • Do you have a business or side gig?*
  • Do you buy supplies?
  • What tax forms do you have?*
  • Should be Empty: