Progressing...
Profit Protection discovery call
This form helps determine whether private advisory support is appropriate for your business at this stage.
(Complete this before booking your 15-minute call.)
Full Name
Email
*
Phone
*
What was your approximate net profit last year (after expenses)?
*
Under $70,000
$70,000–$99,999
$100,000–$249,999
$250,000–$499,999
$500,000+
How are you currently taxed?
Sole Proprietor
Single-Member LLC
Partnership
S-Corporation
C-Corporation
Not sure
Which best describes your current tax situation?
*
I receive ongoing proactive planning
We meet once a year
My CPA files but doesn’t strategize
I don’t know my projected tax liability
When are you looking to implement a proactive strategy?
Immediately
Within 90 days
Just exploring
Are you prepared to invest in professional tax strategy to reduce long-term tax liability?
*
Yes — if aligned
Possibly
Not sure
No
Are you the primary financial decision-maker?
Yes
I share decision-making
No
© 2026 -
Wendy Rhodes
- All Rights Reserved.