Advanced Tax Planners Questionnaire
Help us understand your financial and business profile to tailor your Tax Strategy Assessment.
I am a
*
Please Select
Business Owner
Physician / Medical Professional
1099 / Independent Professional
Executive
Other High-Income Professional
Approximate Annual Household Income
*
Please Select
Under $150,000
$150,000–$249,999
$250,000–$499,999
$500,000–$999,999
$1,000,000+
If you own a business, approximate annual revenue
Please Select
Under $250,000
$250,000–$499,999
$500,000–$999,999
$1M–$2.49M
$2.5M–$4.99M
$5M+
How is your business currently structured?
Please Select
Sole Proprietorship / 1099
LLC
S Corporation
C Corporation
Partnership
Professional Practice / Professional Entity
Not Sure
Not Applicable
Approximately how much did you pay in federal and state income taxes last year?
*
Please Select
Under $25,000
$25,000–$49,999
$50,000–$99,999
$100,000–$249,999
$250,000+
Not Sure
How many employees does your business have?
Please Select
Just Me
1–5
6–10
11–25
26–50
51+
Not Applicable
What retirement plan do you currently have? (Select all that apply)
*
401(k)
SEP IRA
SIMPLE IRA
Solo 401(k)
Cash Balance / Defined Benefit Plan
IRA Only
Multiple Plans
No Current Plan
Not Sure
Approximately how much are you currently contributing toward retirement each year?
*
Please Select
Under $10,000
$10,000–$24,999
$25,000–$49,999
$50,000–$99,999
$100,000+
Not Sure
What would you most like to accomplish? (Select all that apply)
*
Reduce My Current Tax Liability
Identify Tax Strategies for My Business
Increase My Retirement Contributions
Improve My Business & Retirement Plan Structure
Create More Tax-Diversified Retirement Income
Coordinate Tax & Wealth Planning
I'm Not Sure — I Need an Assessment
Do you currently work with a CPA or tax professional?
*
Please Select
Yes
No
First Name
*
Last Name
*
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
By submitting this form, I agree that Advanced Tax Planners may contact me regarding my Tax Strategy Assessment at the phone number and/or email address provided. Submission of this form does not establish a tax, legal, investment advisory, or other professional relationship.
I agree to be contacted as described above.
REQUEST MY TAX STRATEGY ASSESSMENT
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