Step 1 of 5 20% Name(Required) First Last Email(Required) 1. Is your net income expected to be $50,000 or more this year?(Required) Yes No Realistically, real tax plan savings kick in at around $50,000 Net Income. I would recommend you keep your taxes as simple as possible (Schedule C if you can) until then, but keep those books up to date and give us a call when you believe you’ll hit $50k for the year. Still have questions? Please set an appointment with us. 2. Are you taxed as a Sole Proprietorship or a Partnership?(Required) Yes No Don’t Know Please set an appointment with us. These forms of taxation usually have the most tax associated with them. 3. Have you researched any tax savings strategies yet?(Required) Yes No Please set an appointment with us. We would love to discuss your business and the potential savings with you. 4. Are you interested in Real Estate strategies – such as Cost Segregation, Opportunity Zones, or Like-Kind 1031 Exchanges?(Required) Yes No Please set an appointment. We would love to help you implement these great ideas for your real estate investments.We would love to talk with you about your business, to see what we can find to help save you money. Please set an appointment with us. Δ
