Tax Planning & Strategy

Contact Information

Full Legal Name(required)

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Tell Us About Yourself

Which best describes you?(required)

Employee (W-2) Self-Employed Business Owner Real Estate Investor Farmer/Rancher Retired Other

What prompted you to reach out? (Check all that apply)(required)

I feel like I'm paying too much in taxes My income has increased I started a business I own a business and want to be more proactive I sold or plan to sell property I sold or plan to sell investments I want retirement planning guidance I have a major life change coming up My tax situation has become more complicated My current tax preparer does not provide planning services Other

What would you like help with?(required)

Tax Planning Business Tax Strategy Entity Structure Review Retirement Tax Planning Estimated Tax Planning Real Estate Tax Planning Sale of Assets or Investments Estate & Trust Planning Coordination General Financial Planning Discussion Not Sure

Do any of these apply to you?(required)

Own a Business Own Rental Property Multiple Sources of Income Partnership Ownership S Corporation Ownership Farm Income Significant Investment Income Estate or Trust Involvement None of the Above

Looking Ahead

Are you anticipating any of the following within the next few years?(required)

Starting a Business Purchasing a Business Selling a Business Purchasing Real Estate Selling Real Estate Retirement Large Investment Sale Inheritance Bringing on Business Partners Expansion of Current Business None

Current Tax Situation

Who currently prepares your tax return?

I prepare my own return CPA Firm National Tax Preparation Company Other Professional I have not filed recently

Consultation Goals

What would make this meeting successful for you?

Additional Information

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Preferred Contact Method

Phone Email Text Any of the above

Curtis W. Davis, CPA

Thank you for your response. ✨