An Easy Way to See if You're Overpaying in Taxes

1
What is your Employment Status?
Employed
Self-Employed
Retired
Unemployed
2
Calculation
3
How do you file your Taxes?
Single
Married
Head of Household
Married Filing Seperately
4
What is your Approximate Federal Income Tax Bracket?
10% $0 - $11,000
12% $11,001 - $44.725
22% $44,726 - 95,375
24% $95,376 - 182,100
32% 182,101 - $231,250
35% $231,241 - 346,785
37% $346,786 or more
5
What is your Approximate Federal Income Tax Bracket?
10% $0 – $11,000
12% $11,001 – $44,725
22% $44,726 – $95,375
24% $95,376 – $182,100
32% $182,101 – $231,250
35% $231,251 – $578,125
37% $578,125 or more
6
What is your Approximate Federal Income Tax Bracket?
10% $0 – $22,000
12% $22,001 – $89,450
22% $89,451 – $190.750
24% $190,751 – $364,200
32% $364,201 – $462,500
35% $462,501 – $693,750
37% $647,851 or more
7
What is your Approximate Federal Income Tax Bracket?
10% $0 – $15,700
12% $15,701 – $59,850
22% $59,851 – $95,350
24% $95,351 – $182,100
32% $182,101 – $231,250
35% $231,251 – $578,100
37% $578,101 or more
8
Do you Own Real Estate?
No
Yes, my primary home
Yes, my primary home + other property(s)
9
Do you Itemize your Taxes?
Yes
No
Unsure
10
What is your Age?
Under 30
30-40
41-50
51-60
61-70
71-80
Over 80
11
How much did you Pay in Federal Income Taxes Last Year?
Under $20,000
$20,001 - $50,000
$50,001 - $100,000
$100,001 - $250,000
Over $250,000
Unsure
12
After filing your 2023 Federal Taxes, did you owe additional Federal Taxes?
Yes
No
Unsure
13
For 2023, did you have NET REALIZED GAINS resulting from Stock or Bond Transactions?
Yes
No
Not Sure
Not Applicable
14
Do you Own a Business?
Yes
No
15
Do you Have a Qualified Retirement Plan (401K, Profit Sharing, Defined Benefit Plan, Simple IRA, SEP IRA) for your Business?
Yes
No
16
The IRS Limits 401k/Profit Sharing Contributions to $69,000 per year in 2024. Are you Maximizing your Contributions?
Yes
No
Unsure
17
Are you willing and able to contribute more than $69,000 per year to a Qualified Retirement Plan?
Yes
No
Unsure
18
Aside from Mutual Funds held in Retirement/College Savings Accounts, (IRA, 401k, 403b, 529, etc), do you own Mutual Funds in any TAXABLE accounts?
Yes
No
Unsure
19
What is the Approximate Value of the Mutual Funds held in these Taxable Accounts?
Under $25,000
$25,001 - $50,000
$50,001 - $100,000
$100,001 - $250,000
over $250,000
20
Which income producing investments do you own? (select all that apply)
Cash/CDs
Corporate Bonds
Tax Free Municipal Bonds
Dividend Paying Stocks/ETFs
Real Estate Investment Trusts
Annuities
Other
21
Are you maximizing your company retirement plan contributions? (401k, 403b, Simple IRA, SEP IRA, etc.)
Yes
No
I don't have a company retirement plan
Unsure
22
Are you maximizing your Traditional IRA or Roth IRA contributions?
Yes
No
I don't have a Traditional IRA/Roth IRA
Unsure
23
Aside from Retirement Plan Contributions, please estimate your Current Monthly Savings
Less than $250
$251-1000
$1001-$2,000
$2001-$5,000
Over $5,000
24
Do you own any publicly traded stock or stock options with your Employer?
Yes
No
Unsure
25
What types of Stock or Stock Options do you Own? (select all that apply)
Nonqualified Options (NSO's)
Incentive Stock Options (ISO's)
Restricted Stock (RSU's)
Company Stock
I'm Not Sure
26
Do you Have a Roth IRA or a Roth 401k?
Yes
No
Unsure
27
The Tax Cuts and Jobs Act of 2017 is set to sunset in 2026. What have you done to prepare for any potential tax increases as a result of these possible changes?
I’m hoping my accountant is working on this
Implementing strategies with the help of my financial advisor
Exploring my options
Nothing
28
How Comfortable are You With Investing?
Very Comfortable
Somewhat Comfortable
Not Comfortable At All
29
Do you file your own taxes or work with an accountant?
Complete on my own
My Accountant/CPA takes care of this
Other
30
Are you Currently Working with a Financial Advisor?
No
Yes – But I’m considering Switching Advisors
Yes – I’m happy with my current Advisor
31
How quickly would you like to improve your Long-term Financial Strategy?
As Soon as Possible
Within the Next 3 months
Within the Next Year
No Specific Timeframe
I Don’t want to make any changes
32
Please Estimate Your Total Investable Assets
Less Than $25,000
$25,001 - $100,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
$1,000,001 - $2,500,000
$2,500,001 - $5,000,000
Over $5,000,000
33
Please Enter Your First Name
34
Please Enter Your Last Name
35
Please Enter Your Email
36
Please Enter Your Phone Number
Area Code
Phone Number
37
Appointment
38
Name
First Name
Last Name
Should be Empty: