The Fit Check

The Fit Check · about a minute

First, who am I talking with?

Three questions after this. Then I’ll tell you whether the Workshop is the right room for you … and if it is, exactly how to secure your seat.

Start The Fit Check

Your answers go to Edward’s Team only. We’ll email your result and, if it’s a fit, your Workshop details.

Your host

Edward Collins

JD · CFP® · AAMS · RFC

← Back

Question 1 of 3 · your tax bill

What do you anticipate this year’s tax bill to look like, all in?

Not sure? Use last year’s number as the starting point.

A
Under $25K
B
$25K-50K
C
$50K-100K
D
$100K-350K
E
Over $350K
← Back

Question 2 of 3 · your income

What do you anticipate this year’s taxable income to be … what are you on track for?

Approximate is fine … all of it, household-wide.

A
Under $100K
B
$100K-250K
C
$250K-500K
D
$500K-1M
E
Over $1M
← Back

Question 3 of 3 · how it’s made

How is that income actually made? Check all that apply.

Most owners check two or three. Strategies work at the household level, so household-wide is exactly right.

A
I own a business or professional practice
B
My spouse or partner owns a business or professional practice
C
1099 / consulting / side-hustle income
D
W-2 salary … mine
E
W-2 salary … my spouse or partner
F
Investment real estate income
G
Portfolio income … dividends, interest, capital gains
See If It’s A Fit

One moment

Reading your answers …

Matching what you told me against who the room was built for.

Your result

Good news. The Workshop is a fit.

Based on what you told me, this room was built for a situation like yours. Here’s your seat.

General admission · live on Zoom

The Workshop On Tax Reduction

When
Loading the next session …
Format
Live working session · about two hours
Seat for
You
$17

Includes 30 days in The Uplevel Community

Yes … I understand that Workshop Resources will be shared with me via text. I give permission to text or call me with my session link, reminders, and any resources from the Uplevel By Design Team. I know that I can opt out anytime.

Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out. Consent is optional and is not a condition of purchase.

Reserve My Seat · $17

Secure checkout on Stripe’s page. The ticket is non-refundable. After your 30 days, the Community is $7.00 a month until you cancel, and you can cancel anytime.

Why the seat has a ticket price

This is a working session, not a webinar you leave running in another tab. A ticket means everyone in the room came to do the work.

I

The Tax Reduction Triangle

The foundation, and the one grouping that leads to ruin instead of wealth.

II

Artificial Intelligence Inspecting Your Returns

How the IRS is putting AI to work on returns like yours.

III

Member Case Stories

Structure and strategy applied to real situations, so you can see your own.

Your host

Edward Collins

JD · CFP® · AAMS · RFC

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
© 2026 Uplevel By Design, LLC · Privacy Policy · This content is for educational purposes only and is not legal, tax, or investment advice.