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WHAT BEST DESCRIBES YOU?
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PERSONAL
FREELANCER (Sole Prop or Single Member LLC)
BUSINESS (Corp or multi member LLC)
Are you employed and receive w2?
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Do you freelance and receive 1099?
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Do you own a business organized as a Corporation or Multi-Member LLC?
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Do you own real estate?
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Do you have any STOCK brokerage accounts? (OUTSIDE OF EMPLOYER 401K, 403B, 457)
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Did you move in 2022?
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up to 100k
100k - 250k
250k - 500k
500k - 1M
1 Million +
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