Questions
What is your profession
Select Option
CPA
Enrolled Agent
Registered Investment Advisor
Attorney
Financial Advisor
Insurance Professional
Loan Originator
State of Residence
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Would you like an additional profit center for your practice?
Yes
No
Do you have the time and energy to research and integrate advanced tax planning in your practice?
Yes
No
How many clients do you currently service annually?
0
What percentage of your clients are business owners?
0
%
What percentage of your business owner clients have an AGI above 200k?
0
%
What percentage of your total client count (business owners OR w-2 earners) consistently have an AGI over 500k per year?
0
%
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