HLTS Limited Time Questionnaire 2.0

1

Which best describes you right now?* This field is required.

Business owner

Business owner & investor

Investor (no operating business)

High Income Employee

Retired

2

Which range best reflects your current annual income or upcoming taxable event?* This field is required.

$250,000 – $500,000

$500,000 – $1M

$1M – $5M

$5M+

I’m approaching a significant capital gain or liquidity event

3

Which of the following apply to your situation?* This field is required.

Operating business income

Multiple entities

Real estate holdings

Investments outside retirement accounts

Upcoming sale, exit, or liquidity event

Significant annual tax liability

None of the above / not sure

4

What prompted you to request this review?* This field is required.

I want to confirm I’m already optimized

My tax situation feels reactive

I’m paying more tax than I think I should

I’ve outgrown my current CPA or firm

I’m approaching a major income or liquidity event

I want clarity before making decisions

5

Name* This field is required.

First Name

Last Name

6

Email* This field is required.

example@example.com

7

Phone Number* This field is required.

Please enter a valid phone number.