Proactive Tax Planning for

High Income Business Owners and Real Estate Investors

Ready to take control?

Discover Your Tax Savings Potential

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Welcome!

This questionnaire gives us the preliminary information we need to begin identifying tax strategies that fit your profile: your income, your businesses, your real estate, and how you think about risk. It's the starting point, not the full picture. We'll go deeper once we're working together.

It takes about 10 minutes. Be as accurate as you can, and use the comment boxes if something needs context. You'll be asked to upload a few documents at the end, but if you don't have them handy, you can submit the form and upload them later using the link in your confirmation email.

Everything you share is confidential.

Let's get started.

Contact Information

First Name *

Last Name *

Email *

Phone *

I understand that completing this Tax Strategy Questionnaire does not create an advisor-client relationship and that all information I provide will be kept strictly confidential. Daniel H. Guarin, EA, CTC, MST, founder of Proactive Tax Advisors, Inc., is regulated under U.S. Treasury Circular 230 and adheres to its standards of professional conduct. All client and prospect information is protected in accordance with applicable federal confidentiality laws.

By checking this box, I agree to receive information via email and text messages from Proactive Tax Advisors, Inc. regarding tax planning and strategy updates, account notifications, and service related communications. Message frequency varies and message and data rates may apply. Text HELP for assistance or reply STOP to unsubscribe.

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About You

What has prompted your interest in tax planning at this time? *

Feel like I'm overpaying

Large or unusual income event

Just curious

If we find meaningful savings, when will you be ready to start? *

Immediately, I'm ready now

Within the next 30 days

In the next 2 to 3 months

Just exploring for now

Who do you provide for?

How many of each type of dependents do you currently claim? *

Minor children under age 7
Minor children under age 13
Minor children under age 18
College Students under age 23

Children who will be claimed on your tax return this year. If none, enter "0"

How much financial support do you provide to the following on an annual basis? *

Adult Children
Parents / In-laws
Close Friends & Relatives
Non-Spouse Significant Others

Do not include individuals whom you are claiming on your tax return this year.

Use this space for any additional details or context about individuals whom you provide for

Sources of Income

What is your occupation? *

What are your sources of income? *

W2 Wages from a business I own

W2 Wages from an unrelated business (not owned)

Business Income

Real Estate Rental Income

Investment income from a brokerage or investment account (interest, dividends, capital gains)

Social Security / Retirement Income

Not currently employed

Check all that apply; if married, you will enter your spouse's income sources on the next page.

Use this space for any additional details or context about your income.

What is your spouse's occupation? *

What are your SPOUSE'S sources of income? *

Not currently employed

W2 Wages from a business I own

W2 Wages from an unrelated business (not owned)

Business Income

Real Estate Rental Income

Investment income from a brokerage or investment account (interest, dividends, capital gains)

Social Security / Retirement Income

Check all that apply

Use this space for any additional details or context about your spouse's income.

Business Operations

Real Estate Activity

Charitable Profile

Are you open to structuring charitable contributions to maximize tax savings? *

Yes

No

Maybe

Use this space for any additional details or context about your charitable profile.

Estate and Wealth Transfer

What is your estimated net worth? *

Less than $10M

$10M to $15M

$15M to $30M

Greater than $30M

Total assets, minus total liabilities

Do you currently have an estate plan in place? *

Yes

No

Use this space for any additional details or context about estate and wealth transfer.

Document Upload

Documents Needed for Your Tax Savings Analysis

Most recently filed tax return, personal and business, including all pages and schedules
Year-to-date financial statements, if available (all entities if available)
Most recent paystub from each employer, if applicable
Records of any federal and state estimated tax payments made for the current year
Any additional documents you feel are relevant to this year's tax situation

Don't have these documents available?

No problem. You can submit the form now and upload them later using the link in your confirmation email.

Please upload your files here:

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

237 South Dixie Highway, 4th Floor | Coral Gables, Florida 33133

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S Corporations / LLC (Form 1120S)
Partnerships / LLC (Form 1065)
C Corporations (Form 1120)
Single Member LLC (Sch. C, Form 1040)
Sole Proprietorship (Sch. C, Form 1040)

Residential - Long Term Rentals
Residential - Short Term Rentals
Commercial - Rented to 3rd Parties
Commercial - Self Rental

Proactive Tax Planning for

High Income Business Owners and Real Estate Investors

Ready to take control?

Discover Your Tax Savings Potential

(Please give the form a few seconds to load

Welcome!

Contact Information

About You

Personal and Household Profile

Who do you provide for?

Sources of Income

Spouse's Sources of Income

Business Information

Business Operations

Real Estate Activity

Real Estate Acquisition & Disposition

Retirement Plans

Healthcare

Charitable Profile

Estate and Wealth Transfer

Tax Risk Profile

Document Upload

Vehicles
Business Equipment
Other Large Asset Purchases

For yourself
For your spouse (if applicable)