Crystal Drakes

Crystal Drakes

Tax Advisor

1 Select Time & Date

  • CD

    Tax Advisory Discovery Call

    Crystal Drakes
    This call is designed to learn more about your tax matter and if you are looking...
    Duration: 45 minutes
Select Appointment Type above to see available times

2 Your Details

Tax Advisory Discovery Call
*

This call is designed to learn more about your tax matter and if you are looking to work with a tax strategist to help you significantly reduce your tax bill year after year through planning and implementing strategies.

**THIS IS NOT A FREE CONSULTATION**

It is a free Discovery Meeting to see how we can help you.

The invite is for 45-minutes, the call likely won't take that long, but I love to make sure there is plenty of time to answer any questions. 

By submitting this form, I agree to receive emails from CDHM Tax Services regarding important updates, tax tips, promotional offers, and other relevant communications. I understand that I can unsubscribe at any time by clicking the unsubscribe link in the emails or contacting CDHM Tax Services directly.

What are your biggest tax concerns? You may select more than one answer. 

 What year was your last tax return?

Last April when you filed taxes, did you PAY $12,000 or more to the IRS?

What are you looking to accomplish with us? You may select more than one answer. 

What is your employment status?

Do you own any formal entity structure? 

How long has your business been open?

What's your current MONTHLY REVENUE in the business you're looking to save?

Please explain your business in 1–3 sentences, like you're talking to a 6th grader. Who do you serve? What do you sell? What's the price point? How do you earn most of your income?

Are you current on your bookkeeping?

 How do you currently file your taxes?

How many investment properties do you own?

Due to the high volume of applications we receive, we cannot offer reschedules. So if you do not show up for the call, you will NOT be able to book another call. If you cannot make this time, please DO NOT book the call.

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