dannynelson.com

Start My Tax Plan

I help people who feel like they’re overpaying taxes implement a creative and legal tax plan that lowers their tax bill.

That feeling doesn’t go away just because your return got filed on time. It goes away when someone actually looks at your numbers and tells you what’s really there… not another line in an April email, but a plan. That’s what this page is. Answer a few questions below and I’ll come back with a clear read on whether there’s more available to you than a standard return ever captures.

What happens after you submit

I’ll review what you share personally. No handoff to a call center, no automated quote. After you submit this form, you will be prompted to schedule a conversation with me. On that call, I’ll give you clarity about the tax plan that’s right for you.

Roughly, what's your household's annual income?(Required)
Roughly what percent of your gross income do you save each year?(Required)
Include retirement contributions, brokerage investing, and cash savings.
Do you give to charity or a church on a regular basis?(Required)
Do you hold investments in a taxable brokerage account (outside retirement accounts)?(Required)
This is separate from a 401(k) or IRA... think Schwab, Fidelity, Vanguard, Robinhood, etc.
Typical filing status on your federal tax return?(Required)
For example: a life event, a big tax bill, a sale, anything. Optional, but it helps me come back with a sharper read.