What is your age?

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Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure

Are you married?

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Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure
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Do you own a business?

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No
Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure
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Do you own a home?

Yes
No
Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure
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Do you currently have a 401K or an IRA?

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No
Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure
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Where do you live?

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Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure

What would you like to check up on?

Tax Credit & Refund Checkup
Retirement Checkup
Social Security Checkup
Estate Checkup
Insurance Checkup
Investment Checkup
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Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure

Please estimate your total investable assets

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Why do we need this information
  • To best analyze your tax credit eligibility we need some basic information about you
  • The information you provide in this form is completely safe and secure

Final Step Check If You Qualify For Tax Credits

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Congratulations!
It looks like you may qualify for
3
tax credits
To further analyze your results we can have a Financial Advisor give you a call, free of charge
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Tax Credit Analysis
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