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Welcome to the Freedom Financial Solutions Tax Year 2011 Special Offer page! 
Please print this page, completely fill out this form, and bring it with you to your appointment.
You will receive $25 off your tax preparation fee for returning a completely filled in form!

1. What scares you the most about income taxes? _____________________________________________________________________________________
   _____________________________________________________________________________________
2. Do you know your tax bracket? YES _______ NO_______.  If YES, what is it? _______%
   Name one reason why knowing what that bracket is important: _____________________________________________________________________________________
3. Name one reason someone would need to see your tax return: _____________________________________________________________________________________
4. Name one tax incentive from 2011 that will not roll over to the 2012: _____________________________________________________________________________________
   Need help? Go to our website http://www.freedomfs.net, click on Newsletters on the home page left menu, then click on “2011 Tax Year In Review” on the right side, and look for “Tax Extenders” on page 3 of that document.
5. Where do you get most of your financial education?  _____________________________________________________________________________________
   e.g. friends, internet (name websites), fly by the seat of my pants, I’ll think about it someday, etc.
6. What financial issues keep you up at night? _____________________________________________________________________________________
   possible ideas: inadequate or no life insurance, having enough money for retirement, college funding, paying my bills, living paycheck to paycheck, affording health insurance, lack of financial understanding and education, not knowing who to trust my finances with, etc.
7. Are you happy with your financial life? YES _______ NO_______
   If you could change things in your finances, what would they be: _____________________________________________________________________________________
   _____________________________________________________________________________________
8. If money were no object, you had no fears of the economy, no worries about loss in your investments, etc., what would you like to do with your money?  _____________________________________________________________________________________
   _____________________________________________________________________________________
   e.g. start a business, go (back) to college, put an addition on my house, go on a vacation of a lifetime, help my family out financially, create a charity for a cause close to my heart, etc.
9. Go to http://www.ginamannadvisor.com and click on LearningCenter(located across the top). 
   Select iMoney.  Chose one topic and watch the short video.
   Which video did you watch: __________________________________________
   What did you learn: _____________________________________________________________________________________
   _____________________________________________________________________________________

We hope you find educational and informational tools and resources to broaden your financial literacy and empower you at our websites:
http://www.freedomfs.net
http://www.ginamannadvisor.com