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Tax Reduction Summary Form
Tax Reduction Summary Form
dmwttrn
2019-01-25T07:10:04-04:00
Thank you for your interest in learning how you can saving tax dollars. Please fill out the Tax Reduction Summary Form and we will get in touch with you shortly.
Name
*
Phone
*
Email
*
Birthdate
*
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Name
Birthdate
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Name
Birthdate
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Name
Birthdate
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Name
Birthdate
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Name
Birthdate
MM slash DD slash YYYY
Select One
Taxpayer
Spouse
Child
Other Dependent
Filing Status
Single
Head of Household
Married Filing Jointly
Married Filing Separately
AGI (Form 1040, Line 38)
Tax Income (Form 1040, Line 43)
AMT (Form 1040, Line 45)
Home Status
Rent your home
Own your home
Plan to buy a 2nd home
Own a 2nd home
Plan to retire to your home
Plan to retire to your 2nd home
Lifestyle Status
Active duty in U.S. military
Member of Clergy
Plan to marry within 12 months
Plan to divorce within 12 months
Expecting a baby within 12 months
Pay Daycare costs
Pay or receive alimony or child support
Saving for college
Paying college tuition
Supporting parents financially
Owe $10,000+ in unsecured debt
Annual Salary - Self
Annual Salary - Spouse
Employment Benefits - Self
Retired or retiring within 12 months
SIMPLE IRA or SAR-SEP
401(k) plan
403(b) plan
Flexible spending account: healthcare
Flexible spending account: daycare
Health Savings Account (HSA)
Incentive stock options
Nonqualified stock options
Restricted stock
Employee stock purchase plan
Nonqualified deferred compensation
Employer stock in retirement plan
Unreimbursed employee business expenses
Employment Benefits - Spouse
Retired or retiring within 12 months
SIMPLE IRA or SAR-SEP
401(k) plan
403(b) plan
Flexible spending account: healthcare
Flexible spending account: daycare
Health Savings Account (HSA)
Incentive stock options
Nonqualified stock options
Restricted stock
Employee stock purchase plan
Nonqualified deferred compensation
Employer stock in retirement plan
Unreimbursed employee business expenses
Your Business
Business 1 Name
Business 2 Name
What percentage of business 1 do you own?
What percentage of business 2 do you own?
What percentage of business 1 does your spouse own?
What percentage of business 2 does your spouse own?
What is Business 1's net income?
What is Business 2's net income?
Business 1
Startup (less than 2 years old)
Part-time or sideline business
Personal services business
Business owns capital equipment
Business owns or occupies real estate
Business occupies a home office
I/we intend to sell business
I/we intend to leave business to family
Business 2
Startup (less than 2 years old)
Part-time or sideline business
Personal services business
Business owns capital equipment
Business owns or occupies real estate
Business occupies a home office
I/we intend to sell business
I/we intend to leave business to family
Business 1 - Choice of Entity
Proprietorship (or LLC taxed as proprietorship)
Partnership (or LLC taxed as partnership)
S Corporation (or LLC taxed as S Corporation)
C Corporation (or LLC taxed as C Corporation)
Business 2 - Choice of Entity
Proprietorship (or LLC taxed as proprietorship)
Partnership (or LLC taxed as partnership)
S Corporation (or LLC taxed as S Corporation)
C Corporation (or LLC taxed as C Corporation)
Business 1 Salaries - Yourself
Business 2 Salary - Yourself
Business 1 Salary - Spouse
Business 2 Salary - Spouse
Business 1 Salaries - Minor child or children
Business 2 Salaries - Minor child or children
Business 1 Salaries - Adult child or adult children
Business 2 Salaries - Adult child or adult children
Business 1 Salaries - Non-family employees
Business 2 Salaries - Non-family employees
Business 1 Salaries - Non-family annual payroll
Business 2 Salaries - Non-family annual payroll
Business 1 Benefits Offered:
Group health insurance
Health Savings Accounts (HSA)
Medical expense riembursement plan
Flexible spending account: healthcare
Flexible spending account: daycare
Education assistance plan
Nonqualified deferred comp plan
SIMPLE IRA
SEP-IRA
Profit Sharing/money purchase paln
401(k) plan
Defined benefit plan
Business 2 Benefits Offered:
Group health insurance
Health Savings Accounts (HSA)
Medical expense riembursement plan
Flexible spending account: healthcare
Flexible spending account: daycare
Education assistance plan
Nonqualified deferred comp plan
SIMPLE IRA
SEP-IRA
Profit Sharing/money purchase paln
401(k) plan
Defined benefit plan
Your Investments
Your Investment Objectives - Self
Invest primarily for income
Invest primarily for growth
Invest for both income and growth
Manage IRA or qualified retirement plan assets
Manage Roth IRA assets
Own permanent life insurance or annuities
Your Investment Objectives - Spouse
Invest primarily for income
Invest primarily for growth
Invest for both income and growth
Manage IRA or qualified retirement plan assets
Manage Roth IRA assets
Own permanent life insurance or annuities
Taxable Accounts - Self
Cash, CD's or money market funds
Taxable bonds or bond funds
Municipal bonds or municiple bond funds
Stocks or stock funds
Real estate investment trusts
Options, futures or commodities
Oil & gas, equipment leasing or timber investments
Low-income housing tax credits
Taxable Accounts - Spouse
Cash, CD's or money market funds
Taxable bonds or bond funds
Municipal bonds or municiple bond funds
Stocks or stock funds
Real estate investment trusts
Options, futures or commodities
Oil & gas, equipment leasing or timber investments
Low-income housing tax credits
Advanced Strategies - Self
Pay asset management or financial planning fees
Invest on margin
Periodically or regularly rebalance your potfolio
Day-trade or use market-timing strategies
Sell stocks short
Hold $100,000+ gains in portfolio
Hold $100,000+ gain in a single security
Hold $100,000+ in unrealized portfolio losses
Hold $100,000+ in capital loss carryforwards
Advanced Strategies - Spouse
Pay asset management or financial planning fees
Invest on margin
Periodically or regularly rebalance your potfolio
Day-trade or use market-timing strategies
Sell stocks short
Hold $100,000+ gains in portfolio
Hold $100,000+ gain in a single security
Hold $100,000+ in unrealized portfolio losses
Hold $100,000+ in capital loss carryforwards
Real Estate Invstments - Self
Own real estate individually
Own real estate jointly with spouse
Own real estate through LLC/S corp individually
Own real estate through LLC/S corp with spouse
Own real estate through LLC/S corp with non-family
Own real estate as a limited partner
Wholesale or "flip" property individually
Wholesale or "flip" property in LLC/S corp
Invest in mortgage notes or tax lien certificates
Report farm income or loss
Qaulify as a "real estate professional"
Real Estate Invstments - Spouse
Own real estate individually
Own real estate jointly with spouse
Own real estate through LLC/S corp individually
Own real estate through LLC/S corp with spouse
Own real estate through LLC/S corp with non-family
Own real estate as a limited partner
Wholesale or "flip" property individually
Wholesale or "flip" property in LLC/S corp
Invest in mortgage notes or tax lien certificates
Report farm income or loss
Qaulify as a "real estate professional"
Email
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