Full Name

Email

Phone

City

Do you currently own a business or side income stream? *

Yes – I’m a full-time business owner

Yes – I have a side business or 1099 income

No – I’m a W-2 employee only

What best describes your business structure? *

Sole Proprietor

LLC

S-Corporation

C-Corporation

Partnership

Not sure

Approximate annual gross revenue or household income (confidential): *

Under $100K

$100K–$249K

$250K–$499K

$500K–$999K

$1M+

How many years have you been in business (if applicable)?

Less than 1 year

1–3 years

3–7 years

7+ years

When was your last tax return filed? *

2023

2022

2021

2020 or earlier

I’m not sure

Do you have any unfiled tax years? *

Yes – 1 year unfiled

Yes – 2 or more years unfiled

No – I’m fully current

Have you ever owed or currently owe back taxes to the IRS or your state? *

Yes – currently owe

Yes – resolved in the past

No

Are you currently under an IRS payment plan, lien, or garnishment? *

Yes

No

Who currently handles your taxes? *

CPA or Accountant

Tax Preparer / Franchise

I do them myself

No one currently

Do you have a proactive tax strategy in place right now? *

Yes – but I want a second opinion

Somewhat – I make last-minute adjustments

No – my CPA only files my taxes

What’s your biggest tax-related frustration? (Select all that apply) *

Paying too much in taxes

My CPA doesn’t explain strategy

Cash flow problems from tax bills

Fear of an audit

I’m behind on filings

I don’t know what’s legal to deduct

How urgent is it for you to take action before December 31? *

Very urgent – I need to fix this now

Somewhat urgent – I’m exploring options

Not urgent – just researching

If you qualified for a personalized Keep More Strategy Plan, which level would fit your needs? *

The Strategy Plan – $2,997 (custom blueprint and year-end checklist)

Full Implementation – $9,997 (we execute every step with you)

Not sure yet – I’d like to discuss both

Are you willing to share documents (past returns, entity filings, financials) for review if invited to a consultation? *

Yes

No

What’s your preferred consultation format? *

Zoom

Phone

Why now?

Once you submit, our team will review your answers to confirm if you qualify for The Keep More Protocol™.

If selected, you’ll receive a link to schedule your private Strategy Session within 24 hours.

Every answer stays confidential and secure.

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