Tax Savings Estimate | Sembroni Group

1. About You

First name Please enter your first name.

Last name Please enter your last name.

Email Please enter a valid email.

Phone Please enter a 10-digit US phone number.

Business name Please enter your business name.

Business structure

Please choose your business structure.

Top-line revenue Please choose a range.

How much did you pay in total taxes last year? Please choose a range.

How much did you save on taxes last year? Please choose one.

How much do you pay yourself per month?

Please choose one.

Where do you envision your business next year? (select all that apply)

Please choose at least one.

What are your top priorities? (select all that apply)

Please choose at least one.

Biggest business challenges (select all that apply)

Please choose at least one.

Do you have a retirement account tied to your business?

Yes No

Please choose one.

Are you planning on buying a home, real estate, business or any major investment within the next 24 months?

Yes No

Please choose one.

Are you using the tax code to build wealth, or just paying taxes every year?

Yes No Not Sure

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Do any of these apply to you? (select all that apply)

Do you have a proactive tax strategy in place?

Yes — I work with an advisor year-round No — I just file at year-end

Please choose one.

How long have you been running your business?

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What brought you here today? (select all that apply)

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If you kept more of what you earn this year, what would you do with it? (select all that apply)

Please choose at least one.