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GET A TAX QUOTE

Please fill in this form for your tax quote. Our team at Yogi CPA look forward to working with you!

1. Name (*)

2. Email (*)

3. Phone number

4. Your state

5. What is your filing status for the 2023 tax year? (*)

6. How many dependents do you have, if any? (i.e., children, parents that don't file their own tax)

7. What tax forms will you receive for the 2023 tax year? Please see description below (*)

8A. Do you have any investment account? (*)

Yes

8B. Estimated investment income/loss?

9A. Do you have any retirement account? (*)

Yes

9B. Estimated retirement contributions in 2023? Please specify if traditional or Roth, 401k or IRA so we can verify the contribution limits.

10. Estimated personal income from all sources for 2023? (*)

11. What would you like to know for personal planning? Include any additional comments

Do you have any special transactions in 2023?

12. Do you have any business? If no, skip this section

Yes

No \

If answered "yes" above, what type of business is it?(eg: Sole Proprietorship, LLC, Partnership, S-Corp, C-Corp, etc.)

13. Estimated business income for 2023?

14. Estimated business expense for 2023?

15. What would you like to know for business planning? Include any additional comments

OUR MISSION

Beyond your financial balance

At Yogi CPA, we have developed a three-part journey to your ZEN financial state: tax strategy, entrepreneurship, building wealth. As you master your tax strategy and entrepreneur pursuits, you are now ready to move beyond your financial balance.

Yogi CPA believe in a holistic approach to work and life, and take a deeper look into your financial and life goals. Financial decisions revolve around the things you care the most about, as career aspiration and life inspiration often meet. As a purpose-driven firm, we help clients move beyond the financial balance and design a financial independence lifestyle tailored to your own method of building wealth.

Financial independence is a goal that elevates each of us to become better versions of ourselves, and in turn we create better value for others. Let Yogi CPA be your guide through this journey!

GET A TAX QUOTE

OUR MISSION

Beyond your financial balance

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