1.Q1: Do you understand the current Tax Rules and how to use them to your advantage?

Yes

No

2.Q2: Have you employed all the methods to Reduce your Taxable Income?

Yes

No

3.Q3: Do you enjoy the Tax Benefits offered by Registered Accounts?

Yes

No

4.Q4: Do you claim all available Tax Credits, Refunds and Incentives available?

Yes

No

5.Q5: Do you employ a Reinvesting Strategy for your Tax Refunds?

Yes

No

6.Do you contribute annualy to a Domestic Tax Shelter, to flow tax-free income during Retirement?

Yes

No

7.Do you meet with your Money Coach to review your Investments and Tax Strategies Quarterly?

Yes

No

*8.Contact Information(Required.)

Name

Email Address

Phone Number