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
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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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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
Next
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
Next
Where do you live?
Select State
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
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IA
KS
KY
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ME
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OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
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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
Select One
Above $2mil
$1mil to $2mil
$500K to $1mil
$300K to $500K
$200K to $300K
$100K to $200K
$50K to $100K
Less than $50K
Next
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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Please verify your details
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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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Give Me a Call
For a Free Consultation
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Tax Credit Analysis
