Name: Taxes Mastered
Address: 4548 South Atherton Drive, Suite 230, Taylorsville, UT, 84123
Telephone: 801-417-3260

Take our 3-minute assessment and find out if
you are paying too much in taxes!

Vision

How important are these goals to you? (The tax code addresses each of these areas)*

	Not important at this time	Important at this time	Very important at this time
Providing for surviving spouse or beneficiaries
Savings for emergencies
Supplemental retirement income in addition to social security
Gifting to family
Gifting to charities
Paying off business and/or personal debt
Treating all of your beneficiaries equally
Maximizing tax-deductible retirement contributions
Increasing current income
Enjoying activities now and in the future that for some reason were delayed
Implementing retirement plans designated only (primarily) for the business owner.

At what age do you plan to retire? (Retire and retirement signify when you can fund your lifestyle from past, properly invested successes and not from active involvement in your business.)*
- 18 to 30
- 31 to 40
- 41 to 50
- 51 to 60
- 61 to 65
- 65 to 69
- 70+
In today's dollars, how much annual income will you need in retirement?*
- Less than $35,000
- $35,001 to $50,000
- $50,001 to $75,000
- $75,001 to $100,000
- $100,001 to $135,000
- $135,001 to $180,000
- $180,001 to $275,000
- $275,001 to $500,000
- Over $500,001
How much accessible cash will you need after age 65?*
- Up to $500,000
- $500,001 to $800,000
- $800,001 to $1,000,000
- $1,000,001 to $1,750,000
- $1,750,001 to $2,600,000
- $2,600,001 to $3,200,000
- Over $3,200,000
Structure and Compliance
Has your legal structure been reviewed by a lawyer and does it match your company's vision and exit strategy?*
What tax return do you file for your main business?*
Measurement
Do you use your financial measurements to learn about your past economic activity?*
Do you use your financial measurements to predict your future?*
Does your tax advisor use your financial measurements to predict your future?*
Exit
Are you funding after-tax investments?*
Are you funding a 401(k)-type retirement?*
Are you funding a tax strategy just for you to decrease your future income taxes and provide for your retirement?*
Supplemental Questions
What are your 2 biggest tax & financial frustrations? (Please be sure to select 2)*
- Amount paid for income and payroll taxes
- Market losses on my investments
- Not enough gross revenue
- How easy money comes and goes for lifestyle
- Not enough money for the lifestyle I want
- Not sure I can reach the amount needed in the future
How do you feel about market loss and market gains?*
- Aggressive: I am comfortable with unlimited market gains and unlimited market losses
- Moderate: I am not comfortable with unlimited market gains and unlimited market losses
- Conservative: I am comfortable with a cap of 10% to 12% gains if my losses are capped at 0% so I don't lose money
What is the primary purpose of the tax code?*
- To raise money for the government
- To raise money for the government with some loopholes benefiting others
- To help me succeed by providing substantial tax benefits
What is your gender?*
In many sections, the tax code is gender specific.
What is your age group?*
Contact Info
Name*
First Last
Business Name*
Email*
Phone*
Total
TMI Representative*
Percentage
Please press Submit to complete.

Take our 3-minute assessment and find out if you are paying too much in taxes!

Vision

Structure and Compliance

Measurement

Exit

Supplemental Questions

Contact Info

Please press Submit to complete.

Take our 3-minute assessment and find out if
you are paying too much in taxes!