🍭 Welcome, Tax Bestie!
Ready to stop guessing and start saving? Let's make sure you're keeping as much of your hard-earned money as possible! 💸This quick Tax Planning Questionnaire helps me identify deductions, credits, withholding opportunities, and other tax-saving strategies before tax season rolls around. A few minutes today could save you hundreds—or even thousands—later!✨ Your $25 Tax Planning Fee will be credited toward your January tax preparation when you file your return with Sweet Savings Financial, so you're investing in savings—not just another expense. Once I receive your questionnaire, I'll review everything and text you within 48 hours to discuss your personalized tax planning recommendations and next steps. Now let's make your money work smarter... because paying more taxes than you have to just isn't our style! 😉
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What do you anticipate your filing status being?
How many dependents will you be claiming on your 2026 tax return?
What type of return will you be filing
W2
1099
Schedule C (self employed)
1098T (student)
What is your income so far this year?
What is the amount you have so far for business expenses for the year?
Are you using any of the following products?
Bookeeping software
Expense tracker
Mileage tracker
Would you like assistance in setting these items up?
Yes
No
Upload screenshots/photos of your most recent check stubs/proof of income here!
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🍭 That's a Wrap!
Thank you for completing your Tax Planning Questionnaire! You're officially one step closer to keeping more of your hard-earned money where it belongs—in YOUR pocket! 💸I'll review your responses and send you a text message within 48 hours to discuss your personalized tax planning recommendations and answer any questions you may have. Remember... tax planning isn't just for tax season—it's the secret sauce to bigger savings all year long. 😉Stay ready so you don't have to get ready!💕 Sweet Savings Financial Making taxes a little sweeter, one client at a time.
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