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Business Tax Mitigation Questionnaire

Tax Mitigation Goals

How important is it to you to find methods to mitigate 40-60% or more in taxes?

Very Important

Somewhat Important

I like paying taxes to the IRS

What Tax Mitigation Strategies are in place?

Personal Profile

First Name

Last Name

Phone *

Email *

Address

Street Address

City

State

Postal Code

Personal Goals

What is your biggest concerns for the future (Personal or Business)?

What matters most to you in life? (Core Values)

What legal documents are you missing?

Company Profile

Legal Business Name

Industry

Website URL

How many employees?

Under 15

Under 50

Under 100

More then 100

What is your business Entity Type?

Do you have a business partner?

Yes

No

It's Complicated

Financial Profile

What was your annual income last year?

What are your estimated Assets

Asset Balance - 401K / 403B / 457

Asset Balance - Traditional IRA

Asset Balance - Brokerage Account

Do you own any commercial / residential property?

Business Goals

How important is it to save the 20% Capital Gains tax?

Very Important

Somewhat Important

I like paying taxes to the IRS

Questions and Comments

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All details found on our website are for educational purposes only. For legal or tax advice, you should contact your qualified attorney or tax professional. We are not acting in the role of either a legal or tax authority.

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(817) 717-1487

Burleson TX 76028

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