Holistic Tax Reduction
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Do not email or send printed copies to your prospects or clients.
Please do NOT call us to tell us about your prospect/client. Instead, submit every case with your notes at MyTaxDesign.com
After you complete this important first step, (this is always the first step) we'll be back in touch with a decline or approval within 1 to 12 hours.
After approval, we will give you instructions on the next steps. Please make sure to follow up with us if you do not hear from us within one business day.
Keep the main thing... the main thing...
Promote the professionals in your back-office. Think like an entrepreneur.
I have read above notes
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I've read the above notes to submit this request. *
Business Owner
Is this client or prospect a business owner?
This prospect was referred by?
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MANAGING DIRECTOR'S CONTACT INFORMATION
I agree to always have a follow-up date with Ryan Herche on each tax reduction prospect that I submit to the back-office. *
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Yes
I need clarity
*MDs should always ask for a follow-up date on each prospect after approval. It usually takes 10 to 14 days to prepare a tax reduction plan. Make sure to CC Bill Hall on every email!
Managing Director's Name *
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First
Last
Email
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Email
Confirm Email
Yes, I'm licensed to sell securities.
Yes, I'm licensed to sell securities.
Check only if you are currently licensed to sell securities.
Firm Type
Registered Investment Advisor (RIA)
Investment Advisor Representative (IAR)
Broker-Dealer (BD)
Hybrid RIA/BD
N/A
This Tax Design request form in intended for professional use only. If this form was mailed or emailed to you, please call William Hall, CEO at 704-689-9196
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TAX DESIGN REQUEST
Minimum Opportunity Criteria to Submit a Tax Design *
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I'm contracted with RTS. Proceed, there are no minimums.
I'm in the process of contracting with RTS. Proceed, there are no minimums.
Not RTS-contracted. Business owner paying more than $250k in income taxes.
Not RTS-contracted. CBP design for a business owner with $75k+ in income taxes.
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My Referral's Information
Firm all the
How did you meet this prospect? *
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Direct Mail
Voice Mail
Telemarketing
Calling my CPA/Accountant list
Digital Marketing
Personal client/referral
Other
Referral Notes *
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Please be short and specific about this referral source
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PROSPECT'S INFORMATION
An alias is acceptable when working with third parties. *
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First
Last
What is the prospect's overall health and smoking status? *
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What is the prospect's state of residence? *
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Taxes paid last year? USD*
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Adjusted Gross Income (AGI) USD*
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Future federal taxes expected next year? USD*
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What is the prospect's age and what is the age of his/her spouse? (very helpful)
Income not needed for lifestyle expenses?
Net worth?
Liquid net worth?
Additional Questions for Business Owners
Approximate value of all businesses?
Top-line revenue for all companies?
Number of employees for all companies?
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Submit
List any questions or concerns that will help your back-office
Stop!! You will NOT be able to edit this form once you click "Submit"
Submit