Post-Booking Tax Intake Form

Thank you for scheduling your discovery call with Stephen Lee, CPA. Please complete these details so we can thoroughly review your tax situation beforehand.

1. Your Identification

Email Address (matching your appointment booking)*

Full Name*

2. Entity & CPA Relationship

Do you currently operate your 1099 income through an entity?

No entity

LLC

S-Corp

Partnership

Not sure

Do you currently have a CPA or tax preparer?

Yes, and I'm happy with them

Yes, but I'm open to changing

No, I do not currently have one

3. Current Tax Strategies & History

Which of the following are currently part of your tax strategy? (Select all that apply)

S-Corp

Solo 401(k)

Accountable plan

Augusta rule

Retirement plan contributions

HSA

Entity expense reimbursements

Income shifting / spouse on payroll

None of the above

Not sure

About how much did you pay in total federal + state taxes last year?

Under $75,000

$75,000 – $150,000

$150,000 – $250,000

Over $250,000

Not sure

4. Goals & Expectations

What level of annual tax savings would make this relationship feel worthwhile?

Under $10,000

$10,000 – $25,000

$25,000 – $50,000

Over $50,000

Why are you looking into tax planning right now?

My income recently increased

I had a large tax bill

I'm starting or growing 1099 work

I'm considering or already using an S-Corp

I'm unhappy with my current CPA

I know I need a better plan before year-end

Other

Are you willing to implement strategies and follow through on action items if we identify meaningful savings?

Yes

Maybe

Are you open to speaking with our team in the next 7 days?

Yes

Maybe

Are you the primary decision-maker for hiring a tax strategist?

Yes

My spouse or partner is involved

I need to discuss it with someone else

Any additional details or specific questions for Stephen?

Intake Received!

Thank you for providing your detailed tax information. Stephen Lee, CPA will review these details prior to your scheduled discovery call.