Personal Profile Information

Personal Profile Information
ABOUT THIS DATA FORM: Please be sure you review your information carefully. The information provided on this form will be used in our firm client database and tax reporting. Estimated Time to Complete: 5 - 15 minutes.
Primary Contact Information

The PRIMARY CONTACT's email and mailing address will be used for all firm communications.
Primary Contact for Engagement*

First NameMiddle NameLast Name
Email Address Policy:

The PRIMARY EMAIL is our mailing address where sensitive tax material may be sent. This is the email used for all firm communication and you will need to monitor your email periodically for important firm notifications.
Primary Email*
example@example.com
Alternate Email (optional)
example@example.com
Click on "Go to Next Page" to continue with your questionnaire. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.

Please Provide your Current Mailing Address

Please enter the address used for all firm mail correspondence
Current Home Address (Mailing Address)

Street Address

Street Address Line 2

CityState

Zip Code
Date of Birth

MonthDayYear
Enter your Date of Birth
Social Security Number
Enter your Social Security Number
Primary Contact Number
This will be your MAIN CONTACT numberFormat: (000) 000-0000.
Contact Number Type - Primary
Alternate Contact Number
Enter an ALTERNATE number if necessaryFormat: (000) 000-0000.
Contact Number Type - Alternate
Your current tax filing status on your last filed tax return?

SingleHead of HouseholdMarried filing JointMarried filing Separate

Spouse Information: (If applicable)

Enter inforamtion for your spouse below as listed on your tax returns.
Spouse Name (If applicable)

First NameMiddle NameLast Name
Spouse Email Address
example@example.com
Spouse Social Security Number
Spouse Contact Number
Please enter the best contact numberFormat: (000) 000-0000.
Contact Number Type - Spouse
Spouse Date of Birth

MonthDayYear
Date
Do you have dependents you claim on your tax returns?

YesNoUnsure
Do any of your dependents currently work for your business?

YesNoUnsure
If YES, please describe job duties performed.

Dependent #1 Information: (complete as necessary)

Enter your dependent information below as listed on your tax returns.
Dependent #1 Name

First NameMiddle NameLast Name
Dependent #1 Date of Birth

MonthDayYear
Date
Dependent #1 Social Security Number
Dependent #1 Relation
Do you have additional dependents?

YesNo

Dependent #2 Information

Enter your dependent information below as listed on your tax returns.
Dependent #2 Name

First NameMiddle NameLast Name
Dependent #2 Date of Birth

MonthDayYear
Date
Dependent #2 Social Security Number
Dependent #2 Relation
Do you have additional dependents?

YesNo

Dependent #3 Information

Enter your dependent information below as listed on your tax returns.
Dependent #3 Name

First NameMiddle NameLast Name
Dependent #3 Date of Birth

MonthDayYear
Date
Dependent #3 Social Security Number
Dependent #3 Relation
Do you have additional dependents?

YesNo

Dependent #4 Information

Enter your dependent information below as listed on your tax returns.
Dependent #4 Name

First NameMiddle NameLast Name
Dependent #4 Date of BIrth

MonthDayYear
Date
Dependent #4 Social Security Number
Dependent #4 Relation
Do you have additional dependents not listed here?

YesNo
NOTE: If you have addtional dependents not listed on this form, we will collect addtional information from you during our onboarding process.

Investment Real Estate (Rentals)

Please let us know about any current Real Estate or Rental Properties you have.
Do you currently own any investment real estate or rental properties?

YesNoIt is a goal of mine, I would like to
If you do have rentals, how are the properties Titled (name on Deed)?

All are in our personal nameWe have all properties titled in our LLC(s) nameMixture of both - Personal and LLCOur personal name, but would like to have them in an LLC
Any other comments about your Rental/Investments you may deem relevant?
Miscellaneous Questions and Comments
Please let us know who referred you to our Firm

First NameLast Name
Please list any other questions or comments here:
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Primary Contact Information