🔥 Eaton Fire Tax

Pre-Consult
Triage Form

Fill this out before your call. Takes about 5 minutes. Your answers let us hit the ground running — no time wasted explaining the basics.

⏱ 5 minutes · 12 questions
⚡ If your Edison settlement agreement is unsigned — tell us immediately. There are tax planning steps that must happen before you sign. Once signed, several options are permanently gone.
1
About You
Your name and best contact email*
How do you file your taxes?*
2
Your Property
What happened to your property?*
Approximate purchase price and year*
Best estimate is fine — we'll verify the exact number
3
Insurance
Has your insurance claim settled?*
Approximate total insurance received or expected
4
Edison Settlement
Where are you with Edison?*
Approximate Edison settlement amount (if known)
5
Physical Injury
Did you or household members experience physical symptoms from the fire?*
Smoke inhalation, respiratory issues, burns, eye irritation, anxiety/PTSD from direct physical exposure — this can affect your tax outcome significantly
6
Prior Tax Actions
Has anyone already filed or amended a return related to the fire?
Anything else we should know before the call?
How to submit
1
Click Step 1 — Build Your Email below. Your answers will be formatted automatically.
2
Click Step 2 — Open Email & Send. Your email app will open with everything pre-filled. Hit Send.
✓
Adam will review your answers before your call. No forms, no portals — just email.
✅ Your intake is ready — now click Step 2 to send it
Opens your email app (Gmail, Outlook, Apple Mail, etc.) with everything pre-filled
Privacy: This form runs entirely in your browser. No data is transmitted or stored. The Claude template generated below contains only what you type here — do not include Social Security numbers or account numbers. Use "Client A" or a last name only if preferred.

Libman Tax Strategies LLC · Adam Libman, CRTP · Arcadia, CA · Washington, UT · bid2bank.com