Tax Strategy Questionnaire

Tax Strategy Questionnaire

Help us understand your goals and tax situation so we can provide tailored, proactive guidance.
Today's Date*

MonthDayYear
Date
Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
What is your primary goal for tax planning?*

Reduce taxes owedIncrease refundImprove recordkeepingPrepare for major life changeBusiness tax optimizationNot sure / Need guidance
Which income sources do you expect this year?*

W-2 employmentSelf-employment / 1099Business ownerRental incomeInvestmentsSide hustleOther
Do you expect income changes this year?*

IncreaseDecreaseNew jobStarting businessSelling asset / propertyNo major changes
Are you currently making estimated tax payments?*

YesNoNot sure what this is
Business Owners Only: Business structure

Sole ProprietorLLCS CorpPartnershipNot formed yet
Business Owners Only: Do you currently track expenses?

Yes – consistentlySomewhatNo system yet
Business Owners Only: Do you have any of the following?

Separate business bank accountBookkeeping systemPayrollContractorsNone yet
Any of these life changes expected this year?*

Marriage / divorceNew childHome purchase / saleMove statesRetirementMajor medicalNone
Are you currently maximizing deductions?*

YesProbably notNo idea / Need help
Do you contribute to any of the following retirement or investment accounts?*

Roth IRATraditional IRA401(k)SEP / Solo 401(k)None
Are you interested in strategies for:*

Tax-advantaged investingRetirement tax reductionCapital gains planningNot sure
What concerns you most about taxes?*

Owing moneyIRS noticesBusiness taxesQuarterly paymentsRecordkeepingAudit riskOther
Would you like help with:*

Tax reduction strategiesEstimated tax planningBusiness deductionsEntity structure reviewRetirement strategiesAll applicable strategies
This questionnaire helps identify opportunities to legally reduce taxes, improve cash flow, and avoid surprises.
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