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Congratulations on Defeating Taxes!

The very short questionnaire below will provide our suggested first step you can take on your tax planning journey.

Let's get Started

Your Name(Required)

First Last

Your Email Address(Required)

Which apply to you (check all that apply):(Required)

Self-Employed

Own A Business

Own Rental Property

None

Do you have tax exposure of $50k or more?(Required)

Yes

No

Do you have taxable income of $250k or more?(Required)

Yes

No

Plan to deploy at least $100K in tax-advantaged investments OR acquire at least $350K of real estate per year(Required)

Yes

No

Taxable income of $100K or more?(Required)

Yes

No

Suggested First Step:

Complete the questions above to calculate our personalized suggestions for your first step!

Based on your response, we suggest the following:

A Private CPA Firm Membership

Please connect with our specialized team through www.RealEstateCPA.guru to discuss your needs in further detail.

We will respond within 2 business days.

Based on your response, we suggest the following:

A Premium TTF Membership

View Memberships

Unlimited Access to Teaching Tax Flow Courses
Premium Member Only Events (bi-weekly)
First to Know (tax updates, new courses, podcasts, etc.)

Based on your response, we suggest the following:

A Personalized Tax Plan

Tax Plan Report delivered w/ implementation recommendations and referrals
1-on-1 meeting with Certified Public Accountant

Based on your response, we suggest the following:

A Basic (free) TTF Membership

View Memberships

Unlimited Access to Teaching Tax Flow Courses
Resources (blog, podcasts, newsletter, etc.)

Based on your response, we suggest the following:

A Personalized Tax Plan + Premium TTF Membership

Learn More (Tax Plan)

Tax Plan Report delivered w/ implementation recommendations and referrals
1-on-1 meeting with Certified Public Accountant

View Memberships

Unlimited Access to Teaching Tax Flow Courses
Premium Member Only Events (bi-weekly)
First to Know (tax updates, new courses, podcasts, etc.)

Do you want someone from our team to reach out to discuss your available options?(Required)

Yes

No

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