Case Submission
Submit a Client Case for Preliminary Review
Use this page when you already have a client who may be a fit for more advanced tax reduction and retirement planning.
- Simple first-step submission
- Professional review process
- CPA remains central to the client relationship
Case Review Form
Best Information to Include
What Helps the Review Move Faster
- Owner age and compensation profile
- Entity type
- Estimated income
- Number of employees and general demographics
- Primary planning goal
- Timeline
- Any special circumstances
- Whether simpler plans are already in place
