Page 1 of 1
Intro Call Intake Form
Full Name
*
Email
*
Best Phone #
*
Do you currently run a business(s)?
*
Do you currently run a business(s)?
Yes
No
What best describes your income sources?
(Check all that apply)
*
What best describes your income sources? (Check all that apply)
W-2 employee
1099 / Self-employed
Real estate income
Business owner (S Corp, LLC, etc.)
Other (please describe)
Estimated total household income this year
(ballpark is fine)
*
Estimated total household income this year (ballpark is fine)
Under $100K
$100K–$250K
$250K–$500K
$500K+
Do you currently work with a tax professional, financial advisor, or attorney?
*
Do you currently work with a tax professional, financial advisor, or attorney?
Yes
No
I'm not sure
What are your top 2–3 financial priorities right now?
(e.g., reduce taxes, build retirement, protect wealth, set up a trust, get organized, etc.)
*
How ready are you to move forward with expert support?
*
How ready are you to move forward with expert support?
Just exploring
Actively seeking the right person
Ready now
Anything else you’d like me to know before we connect?
Did someone refer you?
Untitled multiple choice field
A
Yes
B
No
If yes, please let us know who to thank
Prior Year Return Upload
Click to choose a file or drag here
Size limit: 10 MB
You'll be prompted to Book your time upon submission
Submit