Client Discovery Form

  • Client Discovery Form

  • Our passion is in helping people maximize their post-tax net worth. We provide unique services that emphasize advisory and tax planning instead of the typical tax return preparation and accounting services offered by most firms. We build strong, long-term relationships with our clients focused on combining our advisory services (proactive planning) with traditional compliance (tax preparation and accounting services). We start our client relationships by learning about your goals, educating you on becoming tax efficient, and identifying an overall personalized strategy for you.

    As an advisory firm our goal is help streamline your tax processes and optimize your financial future. We begin all client engagements with personalized, one-on-one advisory sessions with a team member. All individual advisory tax packages begin at $2,100 and business advisory packages begin at $4,875. Through these advisory sessions, you will gain expert insights tailored to your unique financial situation, optimize your tax strategies for improved outcomes, and receive guidance to enhance your financial decision-making.

    As a technology-driven firm, we conduct all client meetings virtually via phone calls or Microsoft Teams. This allows us to work efficiently and provides our busy clients with the flexibility to attend meetings from anywhere, at their convenience. If you have tax documents to provide, you are welcome to drop them off at our office in The Woodlands, Texas—our team will be happy to scan those in for you.

    Once you submit this information our office will be in touch within 48 business hours about next steps.

    This information will be used to assist in determining if our firm can assist with your accouting, tax, and advisory needs. Your privacy and data security are important to us. Information you provide on this form is used to generate tailored proposals for services requested by you and is not shared with or sold to other parties.

  • Estimated time to complete: 10 - 15 minutes

  • Date of Form Completion*
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  • Your Contact Information

  • Format: (000) 000-0000.
  • Do you have an identity protection PIN (IP PIN) from the IRS?*
  • Do you file a joint tax return with a spouse?
  • Format: (000) 000-0000.
  • Does your spouse have an identity protection PIN (IP PIN) with the IRS?*
  • What type of income do you (and your spouse if applicable) have? Please select all that apply.*
  • Do you invest in crypto currency?*
  • Do you own a rental property?*
  • Do you receive any Oil or Gas Royalties?*
  • Do you own your own house?*
  • Do you have a mortgage on your primary residence?*
  • Do you have any foreign income earned outside of the United States?*
  • Do you have any bank accounts, investment account, pension or retirement accounts outside of the United States?*
  • Is the value of all of your accounts outside of the United States more than $10,000 US?*
  • Did you live in any other state during the current or past tax year other than where your home address is now?*
  • What was the date of your move?*
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  • Did you buy or sell any real estate during the current or past calendar year? Select all that apply.*
  • Are you and/or your spouse making any retirement contributions? Select all that apply.*
  • Do you and/or your spouse have health insurance?*
  • Do you make quarterly estimated tax payments throughout the year? These are payments in addition to your W2 withholding and are NOT the same as quarterly payroll taxes.*
  • Do you have any outstanding issues with the IRS? Select all that apply.*
  • Did you incur a major life event during the prior or current calendar year? Select all that apply.*
  • Do you own a business?*
  • How is your company taxed?*
  • What does your company do?*
  • Do you have another business partner(s) in the business?*
  • What was your company's profit last year? This is your net income, AFTER expenses.*
  • How do you currently keep track of your business income and expenses?*
  • Does or will your company offer any of these benefits in the future? Select all that apply.*
  • Do you own a second company?*
  • How is your company taxed?*
  • What does your company do?*
  • Have you filed your Beneficial Ownership Information (BOI) Report for your second business?*
  • What was your company's profit last year? This is your net income, AFTER expenses.*
  • Do you own any other business?*
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  • You are almost DONE!  Review the two items below. SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting.  YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps   Thank you for your time in completing this form!
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