Tax Planning Podcast Application

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number* This field is required.
Please enter a valid phone number.
4
Are you able to interview in person in Dallas, Texas? (You live here or can book a visit here)* This field is required.
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5
In a few paragraphs, please explain your situation and what help you are looking with* This field is required.
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6
Please list the number of entities you have and what each entity does* This field is required.
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7
Please provide a general description of your business model — who do you sell to, what do you offer, and how does the business generate revenue?* This field is required.
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8
Please attach your P&L and Balance Sheet for at least the last 3 years (or since inception of the business if less)* This field is required.Please label and organize your documents to allow for an easier review
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Max. file size: 10.6MB
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9
Please attach your last 3 years of personal and business tax returns (or since inception of the business if less)* This field is required.Please label and organize your documents to allow for an easier review
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Max. file size: 10.6MB
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10
Do you have open IRS issues? If yes, please explain and attach relevant IRS noticesPlease label and organize your documents to allow for an easier review
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Max. file size: 10.6MB
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11
I understand that while Jasmine is an Attorney, CPA, and Enrolled Agent, she is not MY Attorney, CPA, or Enrolled Agent, and the advice is provided to be helpful and educational, but that I am not hiring Jasmine or her team. Therefore, I understand that I am waiving any ability to a legal claim due to reliance on any information provided under any circumstances. I understand that if I want to rely on advice and have recourse on a professional, that I need to hire and pay that professional.* This field is required.
I Agree
12
I agree to cover all travel-related expenses required to attend the in-person tax planning consultation in Dallas, TX (including but not limited to airfare, lodging, and transportation).* This field is required.
I Agree
13
I understand that if my application is accepted, I’ll be contacted via email to schedule a brief 10–15 minute Zoom meeting with Jasmine’s podcast coordinator. I agree to respond within 48 hours of outreach; otherwise, I may forfeit my opportunity to move forward with the podcast.* This field is required.
I Agree
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