Step 1: Apply to See If You Qualify

We work with a limited number of clients each year.

This quick application helps us determine the best next step for you.

First Name *

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What are you primarily looking for help with right now? *

Important — Please Read

Proactive tax planning is designed for high-income individuals and business owners.

Our services are typically a fit for:

To help us determine whether this may be a fit, please select the option below that best reflects your expected total annual income.

Important: At this time, we are unable to work with individuals on an H-1B visa. If this applies to you, please do not book a call.

How much total income do you expect to earn this year (if married, include spouse)? *