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Welcome to the TaxWealth Tax Analysis Wizard

This wizard will guide you through the necessary questions to estimate your conventional tax burden and then analyze it with TaxWealth’s strategies to show you the potential savings.  If you have any questions or issues, please contact your TaxWealth representative or schedule a consult.  Thank you for the opportunity to serve you.

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Ready to Begin?

This wizard will guide you through the necessary questions to estimate your conventional tax burden and then analyze it with TaxWealth’s strategies to show you the potential savings.

Step 1: Taxpayer Information

Step 2: Submitter Information

Submitter Information

Step 3: Describe the tax situation being submitted

Step 4: Earned Income

Step 5: Capital Gains

Step 6: Submit for Analysis