Services Provided

Tax Planning Discovery

First name*

Last name*

Email*

Phone

Filing Status*

Single

Head of Household

Married Filing Jointly

Married Filing Separately

Main Income Sources*

1099

Self-Employed

Rental

Investments

Retirement

Other

Do you have a business?

Yes

Company name

Business Entity Type

Sole Proprietor

LLC

Partnership

S-Corporation

Corporation

Unknown

What would you like help with during your planning session?

Reduce my tax liability legally

Understand why I keep owing taxes

Prepare for increased income

Review whether my business is structured correctly

Evaluate S-Corp or C-Corp taxation

Maximize retirement contributions

Plan for retirement

RMD planning

Roth conversion planning

Charitable giving strategies

Rental or short-term rental planning

Major equipment or vehicle purchase

Selling a business, property, or investment

Inherited IRA or inherited assets

Investment gains/losses

Other tax-planning concern

If this planning session is successful, what would you like to understand or accomplish?

Spouse name (if applicable)

Upload your most recently filed federal/state tax return, current paystubs, estimated-payment records, or tax notices that may affect your planning.*

Acknowledgement: I understand this discovery call is for pre-tax planning only and does not create a client relationship until an engagement is confirmed.

Truesdale Tax Solutions

At Truesdale Tax Solutions, we’re committed to honest, accurate, and stress-free tax services. Our goal is to simplify your finances with integrity and expertise you can trust.