Apply for Your Free Tax Optimization Strategy Session
Fill out a quick intake form so we can tailor the session to your business. For those who qualify, if we can’t identify meaningful tax-saving strategies during your session, your Wealth Architect will send you $100 via Venmo before the call ends. Qualifications listed below:
What is your current business structure? (Select one)
*
Sole Proprietorship
LLC
PLLC
S-Corporation
C-Corporation
How do you pay yourself through the business?
*
Set Salary
Owner Draws
Combination of both
How much do you pay yourself annual through the business?
*
(Provide approximate annual amounts)
How do you currently obtain health insurance? (Select one)
*
Through my own business
Through W-2 employment
Through a spouse’s plan
Through a government plan
How much do you currently have in emergency savings?
*
Less than $5,000
$5,000–$25,000
$25,000–$100,000
$100,000+
Do you own any real estate property?
*
Personal residence
One rental property
More than one rental property
I do not own any property
Do you have any dependents under the age of 18?
*
Yes
No
How many dependents do you have under the age of 18?
Have you taken a capital loss on a business before?
*
Yes
No
Does your business create or improve a product, process, or software?
*
Yes
No
Tell us about your current and previous tax strategies. What options and potential deductions have you already explored?
*
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
I understand that in order to be eligible for the $100 guarantee, I must provide proof that I am U.S.-based business owner with $250,000+ in annual revenue with at least $10,000 in savings, complete and submit this strategy session intake form, and attend and complete the full 30-minute Tax Optimization Strategy Session.
*
Yes
No
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qualification_score
Q1 Score
Q2 Score
Q3 Score
Q4 Score
Q5 Score
Q6 Score
Q7 Score
Type a question
Submit
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