Taxhackers.io Strategy Call

Taxhackers Strategy Call Questionnaire

A note in advance: Some information requested may seem sensitive. In order to help holistically, these questions must be asked. Without this information, no serious statements can be made. Tax law is very complex and small details can make a big difference or completely change the strategy. Therefore, all your information must be correct without leaving anything out. If you ask yourself, "Why is this being asked?" then know: Every question has a purpose and must be asked. Your answers and all data are kept strictly confidential. Legal Disclaimer: Taxhackers.io (Evergreen Technologies LLC) does not provide legal or tax advice. The information and recommendations on our website, calls or and in our marketing materials are for informational purposes only and should not be relied upon as legal or tax advice. You should always consult with a lawyer or accountant before making any decisions that could have legal or tax implications. Filling out this form, you agree to our terms & conditions.
{offer}

Your name* This field is required.

First name

Surname

Great! You are not alone in this journey, {yourNamedein:first}!Did you know...?

Your age* This field is required.

Below 25

25-34

35-44

45-54

55-64

65+

What languages do you speak?* This field is required.We speak German and English.

English 🇬🇧

German 🇩🇪

Other

What is your primary nationality, {yourNamedein:first}?* This field is required.

Are you a US citizen? Do you have or had a US green card?* This field is required.

YesNo

Not all digital nomads are equal.Did you know...?

Do you currently have an official residence?* This field is required.

YesNo

Close-ability Score Value:

In which country are you officially registered?* This field is required.

Do you consider yourself a digital nomad?* This field is required.

✅ Yes, I’m already living as a digital nomad

🧭 I’m in the process of becoming a digital nomad

✈️ I travel occasionally, but I’m not fully nomadic

🏠 No, I prefer living long-term in one country rather than moving between countries

Do you plan to spend more than 183 days per year in a particular country in the future?* This field is required.

YESNO

It is easier than you think, {yourNamedein:first}.

Where are you planning to stay more than 183 days per year?

🇹🇭 Thailand

🇮🇩 Bali

🇲🇽 Mexico

🇨🇷 Costa Rica

🇨🇴 Colombia

🌏 Another SEA country

🌎 Another LATAM country

Other

Our tax-free setup requires a digital nomad lifestyle (not staying more than 183 days per year in any single country). Are you open to this lifestyle?* This field is required.

✅ Yes, I’m open to living this way

🌍 I’m open, but still exploring my options

❌ No, I plan to live long-term in one country

Are you married or have children?* This field is required.

YesNo

Close-ability Score Value:

Will your spouse or children de-register and leave, too?* This field is required.Or emigrate with you?

Yes

Do you own real estate in your current tax residence country?* This field is required.

YesNo

Are these properties owner-occupied or leased on a long-term basis?

Self used, I am registered there

Long-term sublet (investment property)

Did you know, {yourNamedein:first}...?

Is there anything you would like to add about your current residency and living situation?For example: Details about your family goals, apartments, residency status, how many days you'd like to stay in your home country, etc. The more information, the better.

Do you still have shares/ownership in a corporation in your home country?* This field is required.

YESNO

What does your current structure look like? Give us a basic overview of your structure.* This field is required.Are you a sole proprietor? Do you already have a corporation (Ltd.,GmbH, AG or similar) in your country of residence (or abroad)? Do you own any associations or foundations?

Do you currently have permanent employees in your country of residence?Freelancers or contractors do not count. Only employees that are subject to social security contributions.

YesNo

Should these employees remain employed?

YesNo

What industry are you in and what service do you offer?* This field is required.You can keep it short.

I sell:* This field is required.

Digital products (courses, e-books, etc.)

Digital services (1:1 or group coaching/consulting, freelancing, etc.)

Physical products in own e-com store

Physical products on Amazon

Other

As long as you work digitally, {yourNamedein:first},...

What is your average monthly revenue?* This field is required.Please be honest, our prices are the same no matter how much you earn. But for tax planning etc. real numbers are important. Also, to check if you could get some credit lines and loans in the US.

below $1,000

$1,000 - $2,500

$2,500 - $5,000

$5,000-$10,000

$10,000 - $25,000

$25,000 - $50,000

$50,000 - 100,000 $

$100,000 - $250,000

more than $250,000

What was your tax burden last year?* This field is required.If you do not know the exact amount yet, please provide an estimate.

Below $5,000

$5,000 - $10,000

$10,000 - $25,000

$25,000 - $50,000

$50,000 - 100,000 $

$100,000 - $250,000

$250,000 - $500,00

more than $500,000

What is the expected tax burden this year?* This field is required.If you do not know the exact amount yet, please provide an estimate.

Below $5,000

$5,000 - $10,000

$10,000 - $25,000

$25,000 - $50,000

$50,000 - 100,000 $

$100,000 - $250,000

$250,000 - $500,00

more than $500,000

What is your biggest problem with taxes and emigration?* This field is required.

Why are you looking for help to achieve your tax optimization goals?* This field is required.

Founded by Nomads, for Nomads like you, {yourNamedein:first}.

How urgent is finding the right solution for you?* This field is required.How urgently do you need a solution? The more urgent, the higher the number.

What's the latest date your new setup should be ready?* This field is required.Say, establish companies, deregister (if not already done, etc.).

As soon as possible

Within the next 4 weeks

Within the next 1-3 months

Within the next 3-6 months

Within the next 6-12 months

Founded 2022, proven every day.

What is your goal for our conversation?* This field is required.Your expectations. What must be fulfilled so that we can go into implementation together?

Close-ability Score Value:

Do you have a clean criminal record? (You can exclude traffic violations)

Yes, no criminal recordNo, I have something on my record

Do you currently have a second passport or residency, an offshore company, OR offshore investments?* This field is required.

YesNo

Close-ability Score Value:

Do you own properties in other countries or operate "Short-term Rentals" (AirBnb)?* This field is required.

YesNo

Where are these properties located? And how are they used? (Private or commercial?)

Did your business generate an average profit of more than USD 150,000 in the last 3 years? (Profit excluding managing director's salary incl. this year).This question is important in order to find out whether an exit tax/disentanglement tax may be due.

YESNO

Close-ability Score Value:

How long have you spent thinking about creating a tax optimization strategy?

Less than 3 months

3 to 6 months

6 to 12 months

more than 1 year

Which statement is most applicable to your current situation with emigration/foreign companies? Which statement is most applicable to your current situation with emigration/foreign companies?

I have just started my search, and would like to find one person who CAN help me

I have spent time talking to other people that CAN'T help me, and now want to find the one person who CAN

I am currently talking to several different people in order to evaluate all of the options available

I have already researched extensively on the Internet what options are available and would now like to go into concrete implementation.

I sell (sum of the values)

Close-ability Score Value:

What exactly do you sell and who is your target audience?

Do you already have a customer list, contracts with partners or similar?Customer lists and contracts are helpful for opening bank accounts and establishing lines of credit

YesNo

Close-ability Score Value:

What currency do your customers pay in?

USD

EUR

CAD

AUD

GBP

Other

Currency (sum of the values)

Close-ability Score Value:

In which countries are your customers located?If the majority is located in one country, please add an approximate %. E.g. USA 90 %, Switzerland 5 %, EU 5 %.

What is the distribution of B2C and B2B customers?B2C = Private customers / B2B = Corporate customers

100% B2C customers

100% B2B customers

approx. 50/50

more B2B than B2C

more B2C than B2B

How do your customers currently pay you?Payment in advance? Paypal or similar? Which payment processor do you use?

Are there any current estimates, reminders or threats from your tax office?* This field is required.

YesNo

Please share a few details about the tax office situation

Your "Gray area openness"* This field is required.The service that Taxhackers.io provides is 100% within the law. We help you navigate gray areas where tax regulations may be unclear, supporting you achieving a tax-free nomad lifestyle tailored to your specific needs.

Close-ability Score Value:

How did you hear about us? (OLD ONE! NEW FIELD BELOW)If a friend recommended you, please list the full name.

How did you hear about us?* This field is required.Knowing this helps us reach and help more people like you.

Referral/Recommendation

Google Search

Google Ads

YouTube Ads

Facebook Ad

Instagram Ad

Other

We get recommendations almost daily, {yourNamedein:first}.

Close-ability Score Value:

Who recommended us to you?* This field is required.Do you know the full name of the person/business?

Your E-Mail* This field is required.Please use your best email. You might not be able to change the email afterward again and will need to re-do the whole process. Save yourself the time!

example@example.com

Your number* This field is required.The number where you can best be reached. (WhatsApp would be best)

Country code

Phone number

Is this number reachable on WhatsApp?* This field is required.In case we want to reach out on WhatsApp

YESNO

Your WhatsApp number* This field is required.

Country code

Phone number

Start your journey today, {yourNamedein:first}! You are just one step away

Offer* This field is required.