Book a Complimentary Call with Stephen Lee, CPA, CPWA®

Let's discover your next winning strategy for locum taxes and personal wealth.

Step 1 of 5

✓ Selected Service: General Discovery Call

Select Service / Advisory Plan

Basic Qualification

Let's see if this is a fit.

This short application helps us determine whether our tax planning process is a strong fit before the next step.

What was your total 1099 income last year?*

Under $350,000

$350,000 – $500,000

$500,000 – $750,000

$750,000 – $1,000,000

Over $1,000,000

What do you expect your total 1099 income to be this year?*

Under $350,000

$350,000 – $500,000

$500,000 – $750,000

$750,000 – $1,000,000

Over $1,000,000

Not sure yet

What best describes your compensation structure?*

100% 1099

Mostly 1099

Mix of W2 and 1099

Mostly W2

What is your medical specialty?*

Anesthesiology

Emergency Medicine

Hospital Medicine

Internal Medicine

Family Medicine

Psychiatry

Radiology

Surgery

CRNA

Nurse Practitioner

Physician Assistant

Other

What state do you primarily live and file in?*

Please answer all required questions before continuing.

Current Setup

Tell us about your current tax setup.

Do you currently operate your 1099 income through an entity?*

No entity

LLC

S-Corp

Partnership

Not sure

Do you currently have a CPA or tax preparer?*

Yes, and I'm happy with them

Yes, but I'm open to changing

No, I do not currently have one

Which of the following are currently part of your tax strategy? (select all that apply)

S-Corp

Solo 401(k)

Accountable plan

Augusta rule

Retirement plan contributions

HSA

Entity expense reimbursements

Income shifting / spouse on payroll

None of the above

Not sure

Which best describes your current tax planning?*

My CPA is proactive year-round

We do some planning, but it is limited

We mostly file after the fact

I'm not sure what planning I currently have

About how much did you pay in total federal + state taxes last year?*

Under $75,000

$75,000 – $150,000

$150,000 – $250,000

Over $250,000

Not sure

Please answer all required questions before continuing.

Pain & Opportunity

Where do you feel the biggest gap is right now?

What is your biggest frustration with your current tax situation?*

Paying too much in taxes

Not sure if my current strategy is optimized

No proactive planning from my CPA

Unsure whether an S-Corp makes sense

Unsure what deductions or strategies apply to me

My income has grown and my old setup no longer fits

I want a more sophisticated long-term strategy

What level of annual tax savings would make this relationship feel worthwhile to you?*

Under $10,000

$10,000 – $25,000

$25,000 – $50,000

Over $50,000

Not sure

Why are you looking into tax planning right now?*

My income recently increased

I had a large tax bill

I'm starting or growing 1099 work

I'm considering or already using an S-Corp

I'm unhappy with my current CPA

I know I need a better plan before year-end

Other

Please answer all required questions before continuing.

Readiness & Fit

Let's confirm fit before the next step.

How soon are you looking to implement a better tax strategy?*

Immediately

Within 30 days

Within 90 days

Just researching for now

Are you the primary decision-maker for hiring a tax strategist?*

Yes

My spouse or partner is involved

I need to discuss it with someone else

If our recommendations make financial sense, are you prepared to invest in a high-level tax planning relationship in the $12,000–$24,000+ annual range?*

Yes, if the ROI is clear

Possibly, but I would need more clarity

No, not at this time

Are you willing to implement the strategies and follow through on action items if we identify meaningful savings opportunities?*

Yes

Maybe

No

If qualified, are you open to speaking with our team in the next 7 days?*

Yes

Maybe

No

Please answer all required questions before continuing.

Contact Information

Final step.

First name*

Last name*

Email*

Mobile phone*

Is there anything else we should know before reviewing your application?

Please fill in all required fields with a valid email address.

✓

Application Pre-Approved!

Thank you for submitting your details for General Discovery Call. You have been pre-approved to proceed with booking.

Please select a time on Stephen’s calendar below to lock in your strategy call:

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