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+16146681834
legacytaxez@gmail.com
Intake form
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What services are you interested in?
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Personal Taxes
Corporate Taxes
Business Funding
Life Benefits
Health Benefits
401k and Retirement Plans
Business Startup Strategies
Marketing Strategies
What is your business type?
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Sole Proprietorship
Partnership
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Limited Liability Company (LLC)
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What is your estimated annual income?
What is your current tax situation?
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Current taxes filed
Need assistance with filing
Facing an audit
What is your primary goal with your investment or insurance plan?
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Retirement savings
Tax savings
Wealth accumulation
Risk management
What is your preferred method of communication?
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Phone
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In-person
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Do you currently have any insurance or investment plans in place?
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Yes
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If yes, please specify the types of insurance or investment plans you have.
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