Tax Reduction Summary Form

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*
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Name
Birthdate
Date Format: MM slash DD slash YYYY
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Name
Birthdate
Date Format: MM slash DD slash YYYY
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Name
Birthdate
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Name
Birthdate
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Name
Birthdate
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Filing Status
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"
Phone
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Your Business

Your Investments