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Personal and Business Info

Full Name

Phone *

Email *

Are you married? *

Do you have children or other dependents? *

How many dependents?

Do you pay for childcare or dependent care expenses ?

Is anyone attending post-secondary education? (College, University, Tradeschool)

What are their ages? *

Income Sources

Estimated total household income for the year: *

Do you expect your income to be higher, lower, or the same next year?

Are you expecting a large windfall (sale of property, inheritance, settlement)?

What are your primary sources of income? *

Business & Entity Structuring

Do you currently have a business? *

What type of business entity?

Do you own any investment properties? *

Real Estate & Investments

Number of properties:

Do you materially participate in managing them? (→ Real Estate Professional Status)

Have you ever done or are interested in doing a 1031 exchange?

Do you plan to buy or sell any properties this year?

Have you done cost segregation or accelerated depreciation studies?

Do you have stock, crypto, or other investment accounts? *

Retirement & Benefit Planning

Do you contribute to a retirement account? *

Are you contributing to tax-advantaged accounts (e.g., Roth IRA, HSA)?

Deductions & Credits

Do you itemize your deduction? (Claim expenses like mortgage interest, Property taxes, Medical bills, Travel contributions) or take Standard Deduction

Have you made energy-efficient home upgrades (solar panels, windows, etc.) ?

Goals & Planning Horizon

What are your top 1–3 financial goals for the next 1–3 years? *

Do you want year-round support or just a one-time tax strategy plan? *