301-654-6200
hello@vistacpas.com
Form

Tax and Advisory Need

Help us learn more about you and your financial situation so we can create a proactive,
personalized tax strategy that saves you money and supports your goals.

Your Progress

Section 1 of 10

Section 1: Personal & Business Snapshot

Provide an overview of your personal and business situation.

Filing Status
State(s) of Residence
Total Household Income Range
Do you own a business?
If yes, Entity Type(s)
Number of Entities
Ownership %
Do you have a spouse involved in the business?
Save & Continue

Section 2: Income Streams

Identify all sources of income.

Primary Income Source
Secondary Income Source
BackSave & Continue

Section 3: Current Tax Situation

Help us understand your current tax approach.

Who prepares your taxes currently?
Do you feel proactive or reactive in your tax strategy?
When was the last time you did formal tax planning?
Do you usually owe or receive refunds?
Estimated Tax Liability Last Year
BackSave & Continue

Section 4: Entity & Structure Review

Review your current business structure

Have you evaluated your entity structure in the last 2 years?
Do you run payroll for yourself?
BackSave & Continue

Section 5: Deductions & Strategy Awareness

Identify which tax strategies you are currently utilizing

BackSave & Continue

Section 6: Real Estate & Investments

Provide details about your real estate holdings and investment activities.

Are you a real estate professional?
Any plans to buy/sell property?
BackSave & Continue

Section 7: Future Plans (BIG VALUE DRIVER)

Identify upcoming events that may impact your tax strategy

Any liquidity events expected?
BackSave & Continue

Section 8: Risk & Compliance

Assess potential compliance issues and risks

Any prior IRS/state notices?
Any multi-state filings?
Any international income/assets?
BackSave & Continue

Section 9: Pain & Opportunity

Help us understand your goals and concerns

What is your biggest frustration with taxes?
Do you feel you are overpaying in taxes?
What would a successful tax strategy look like for you?
Are you open to implementing strategies throughout the year?
BackSave & Continue

Section 10: Positioning the Sale

Define yourservice preferences and engagement model.

Are you looking for:
Back
Your assessment has been submitted successfully.
Our team will review your responses shortly.
Oops! Something went wrong while submitting the form.