Put on a pot of coffee, or fire up the Keurig and settle in!  In order for us to save you the most money we need to know ALL the details, so this form can take 2-3 hours to complete in full.

NOTE: You can save and continue this form multiple times, but you must hit "Save and continue" bottom of the page.

Why do we ask for so much detail? Because we are obsessed with providing the maximum tax savings and this information helps us do that.

Before getting started with this form, here's what you'll need:

• Information about where you currently spend your money (You might keep this in Quicken, Quickbooks, Mint, or maybe you have to go get it from your bank or credit card statements)
• Information about all the businesses and investments you own
• Information about your hopes, dreams, and goals - so be prepared to get it all out!

Let's go!

PERSONAL INFORMATION:

Where are you now? Briefly describe you, your spouse, and all other family members you help support. Please also describe how you support them and how much you spend on support to each person listed.

NOTE: Annual support is the amount of money you spend on that person each year.

Please describe your businesses and investments. Include a line for each business in which you are involved. This information helps us prepare the most comprehensive plan possible.

Please rank the importance of all areas below on a scale of 1-5

Select your top 3 improvement areas

What are your dreams and goals? They do not need to be business related.  We want to know about you, what  your trying to accomplish, where do you want to be/do/have. Also, include “Achieve By Date.” Examples include: Pay for my kids' college, take a $25k dream trip for 2 months on African Safari, Have $5 million in retirement at the age of 50.

Please tell us what specific tax, business and financial management questions you have that we have not cover in the creation of your Strategic Tax Reduction Plan:

Instructions: Please fill in the fields below with the average amount you pay in a month. 

Do not include expenses that you currently deduct in a business.

The more thorough you are with this information, the better the plan we can create for you!

If you have this information summarized from a software program like Quicken, feel free to attach reports as a substitute. We will review these expenses during our planning phase to look for possible hidden business deductions.

Business Information

If you have multiple rental properties that are all held personally, you may treat that as a single business for all of your properties. If you have multiple properties held in multiple entities, indicate the total number of business entities and list each property held by that entity.

NOTE: If you have more than (4), please attach a spreadsheet with the questions & answers on this form.

Professional Services Agreement

I acknowledge and understand that I am retaining Legacy Tax & Resolution Services, LLC for the purposes of a tax reduction plan. I understand that the firm does not provide legal advice. The firm will not audit the figures provided and will rely on my representations for income, expenses, assets and liabilities in devising a tax strategy and tax plan under current tax law. I understand that tax law is constantly changing and what is true now may not be true in the future, due to tax law changes.