1040 Tax Fundamentals - Planning for Tax Season

1040 Tax Fundamentals - Launchpad Questionnaire

Estimated time to complete: less than 5 minutes
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What are three things in your life that have been keeping you awake at night and driven you towards this structured, advisory driven relationship with our Team?
For example: Have you started a new career? Purchased Rental Real Estate? Started your business? Sending kids to college? Planning to retire and play more golf?

Please share the calls to action you wish to discuss, the key results you wish to measure, and the priority you want to place on them. Categorize your goals in the following three ways:

1. Immediate and measurable. (Short-term)

2. Proactive. (The goal of knowing what's coming)

3. Strategic. (Designing what's coming)

We’ve shared three examples to get you moving in the right direction!

1.Call to Action: (Example) Started a new career, with a higher salary,
a.Goal: (Example) Make sure enough taxes are being withheld.
b.Key Result: (Example) Don’t owe a large amount of taxes when filing 2024 taxes
c.Category: (Example) Immediate and measurable.

2.Call to Action: (Example) Purchasing rental real estate in six months.
a.Goal: (Example) To be an informed property owner.
b.Key Result: (Example) Acquire and place rental property into service
c.Category: (Example) Proactive.

3.Call to Action: (Example) Retiring in 3 years and moving to Hawaii.
a.Goal: (Example) To be able to live my life in retirement, and maintain my current my lifestyle.
b.Key Result: (Example) Prepare cash flow analysis for my retirement years.
c.Category: Strategic

Now it’s your turn!!! Have fun!!!
1.Call to Action: fill in the blank.
- Goal: fill in the blank.
- Key Result: fill in the blank.
- Category: .
2.Call to Action: fill in the blank.
- Goal: fill in the blank .
- Key Result: fill in the blank.
- Category: * .
3.Call to Action: fill in the blank.
- Goal: fill in the blank.
- Key Result: fill in the blank.
- Category: *.
Final Question: What is your current Tax Payment Preference?
See image below and video in your course library for further explanation.
Once complete, click "Submit Answers" to transmit your response to our office at least 1 week before your next meeting. Select "Save for Later" if you'd like to edit responses prior to submitting.
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1040 Tax Fundamentals - Launchpad Questionnaire

What are three things in your life that have been keeping you awake at night and driven you towards this structured, advisory driven relationship with our Team?