REQUIREMENTS/PROVISIONS OF
THE TAX CHALLENGE

We are happy to offer this tax challenge to you with
the following provisions:

1. You must provide us with copies of the last two years of your tax returns.
2. You must complete a financial questionnaire, which we provide.
3. You must provide copies of your account statements for all accounts generating income:
       a. Banks
       b. Mutual Funds
       c. Brokerage Accounts
       d. Other entities generating passive income
           (i.e. Partnerships, LLCs etc.)
4. If married and filing jointly, we require that both spouses attend the meeting(s)
5. At the first meeting, we will gather and assess information and details on your specific circumstances.
6. At the second meeting we will present and review with you, our findings and recommendations to achieve tax savings.
7. When presenting our findings to you, if we can’t show you how to:

• SAVE at least $500 in taxes OR
• REDUCE your investment expenses by at least $500 per year OR
• INCREASE your cash flow by at least
  $500 per year

then we will provide you with a CERTIFICATE FOR A DINNER FOR TWO at your favorite local restaurant
($50 value).