Tax REduction Questionaire

Business Information

All the in's and out's of your business


Additional Businesses

Tell us about your other businesses


Employees

Who is hired and what benefits they get


Taxes

Knowing where you can find breaks


Real Estate

Locally and nationally


Income

What paying yourself looks like


Retirement

Are you funding any retirement accounts? 


Basic Planning

More about planning for the future


Financial Priorities

Rate the following statements based on their priority to you


Miscellaneous Questions

A few final questions to wrap up