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What services are you interested in?
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Filing my taxes
Hands on tax strategy & planning
Hiring an accounting team for my business
Starting a new business
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Which of these best describe you?
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Are you self-employed or do you own a business?
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How many investment properties do you own?
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2 - 3
3+
What other investments do you have?
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Crypto investments
I receive K-1s
RSUs with my employer
ISOs with my employer
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