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Tax Strategy On Deck

We understand that navigating the waters of tax savings can be frustrating. Let us help you keep more of what you earn so that you can spend it doing more of what you love. Want to find out more about how TSP Family Office can help? Take our quick assessment below.

Tax Savings Assessment

First Name*
Last Name*
Email Address*
Phone*
Are you a business owner?*
- Yes
- No
What kind of business do you own?*
- N/A
- S
- LLC
- Sole Proprietor
- Non-Entity
How do you file?*
- Single
- Married Jointly
- Married Single
- Head of Household
What is your adjusted gross income?*
How many dependents do you claim?*
Do you have income other than a W2 (1099, etc)?*
- Yes
- No
Do you pay state income tax?*
- Yes
- No
Do you contribute to a retirement plan?*
- Yes
- No
Do you own investment properties?*
- Yes
- No
What are your business goals?*
- Retirement goals
- Lifestyle goals (e.g. ability to purchase a second home, more vacations, etc.)
- Financial goals (e.g. funding a child's education, increased savings, etc.)
How did you hear about us?*
Submit

Please Complete The Form For Results

To see how TSP Family Office can help you, please complete the form and press “Submit.”

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