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Streamlined CEO Experience Intake Form

First Name

Last Name

Phone *

Email *

Business Name *

Website

About Your Business

Tell us briefly what your business does. *

How long have you been in business? *

I’m just getting started

Less than 1 year

1–5 years

5+ years

What best describes your current business structure? *

Sole Proprietor

LLC

Partnership

S-Corp

Corporation

Not Sure

Which of the following applies to your current setup? (Check all that apply) *

I mix personal and business finances

I don’t have consistent bookkeeping

I’ve never had a tax plan

I feel unorganized or unsure what to focus on

I need help with real estate income or multiple streams

I’ve hired a pro, but still feel confused

I’m ready for peace and clarity

About Your Goals

Why are you interested in the Wealth Builder Tax Plan? What are you hoping to gain or solve? *

Where do you feel stuck or uncertain in your business right now? *

Have you invested in business coaching, tax help, or financial services before? *

Yes

Are you ready and able to invest in a premium business support program (starting at $5,000)? *

Yes, I’m ready

I need more clarity

Not at this time

Final Question

Why now? What’s making you say: “It’s time to get this in order”? *

Next Steps

Once submitted, our team will review your responses and follow up within 24–48 hours with your next best step. Whether it’s a personal call or a redirect to a resource, we’ve got you.

We offer tax planning and tax preparation services for business owners, professionals, and real estate investors. We also specialize in military returns.

Quick Links

Useful Links

The Streamlined CEO Experience

Wealth Builder Tax Plan

Wealthlit Life

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(910) 302-8429

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