Questions
State of Residence
Select Option
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Federated States of Micronesia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Marshall Islands
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Palau
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virgin Islands
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Questions
How do you file?
Select Option
Married Filing Jointly
Single
Head of Household
Entity Ownership
Check Entity Types Owned & Share Percentage Ownership in Description
Sole Proprietor
Single Member LLC
1065 Partnership
LLC filing as Sub Chapter S
S Corp or C Corp
Other
CURRENT YEAR INCOME PROJECTION
2024 Projected Income Estimate
$
List Income Source & Amount Below
Do Not leave any field empty.Place $0 if no income
W2 Income
$
Business Profit
$
Interest Earned
$
Real Estate Income
$
Ordinary Dividends
$
Qualified Dividends
$
Short Term Cap Gain
$
Long Term Cap Gain
$
Stock Option Vesting
$
Other
$
Federal Tax Paid in 2021
For potential refund purposes
$
Federal Tax Paid in 2022
For potential refund purposes
$
Future Income Projection
Will your income remain the same, grow, or decrease over the next 5 years?
Remain the same
Grow
Decrease
FUTURE YEAR INCOME PROJECTION
Anticipated Decrease or Growth in Income Annually
0
%
SHORT OR LONG TERM CAPITAL GAIN
Are you planning to sell an appreciated asset this year
Yes
No
SHORT OR LONG TERM CAPITAL GAIN
Have you owned this asset for more than one year?
Yes
No
When do you plan to sell?
0 Months
SHORT OR LONG TERM CAPITAL GAIN
Asset type
Select Option
Business
Real Estate
Private Equity
Public Stock
Cryptocurrency
Other
SHORT OR LONG TERM CAPITAL GAIN
What is the projected total sales price for this asset?
$
SHORT OR LONG TERM CAPITAL GAIN
What amount will you receive that will be taxable?
(Example: Purchase Price Less your Cost Basis & Sales Expenses)
$
QUALIFIED FUNDS
What is your current estimated savings balance within tax deferred retirement vehicles? (401k's, Pension Plans, IRa's etc...)
$
CONTACT INFORMATION
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