We’d Love to Hear From You! Share Your Details | Servicios Generales & Impuestos

Call Now(813) 678-2400

Call Me Now(801) 830-9139

Fill Out the Information To Start Now

Personal and Business Info

Full Name

Phone *

Email *

Are you married? *

Do you have children or other dependents? *

How many dependents?

Do you pay for childcare or dependent care expenses ?

Is anyone attending post-secondary education? (College, University, Tradeschool)

What is the age of your dependent?

What are the ages of your dependents?

Age of 1st Dependent
Age of 2nd Dependent

Please list the ages of all your dependents

Age of 1st Dependent
Age of 2nd Dependent
Age of 3rd Dependent

Income Sources

Estimated total household income for the year: *

Do you expect your income to be higher, lower, or the same next year?

Are you expecting a large windfall (sale of property, inheritance, settlement)?

What are your primary sources of income? *

Business & Entity Structuring

Do you currently have a business? *

What type of business entity?

Do you own any investment properties? *

Real Estate & Investments

Number of properties:

Do you materially participate in managing them? (→ Real Estate Professional Status)

Have you ever done or are interested in doing a 1031 exchange?

Do you plan to buy or sell any properties this year?

Have you done cost segregation or accelerated depreciation studies?

Do you have stock, crypto, or other investment accounts? *

Deductions & Credits

Do you itemize your deduction? (Claim expenses like mortgage interest, Property taxes, Medical bills, Travel contributions) or take Standard Deduction

Have you made energy-efficient home upgrades (solar panels, windows, etc.) ?

Goals & Planning Horizon

What are your top 1–3 financial goals for the next 1–3 years? *

Do you want year-round support or just a one-time tax strategy plan? *