Year End Review

Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Has your address changed?*

NoYes
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
When do you intend to file your personal income tax return?*

Spring (on or before April 15)Fall (on or before October 15)On a specific date
By what date would you like your return completed?*

MonthDayYear
Date
Will our firm, Edwards Ingram, be filing your personal tax return?*

YesNo, send documents to my tax filer
Which asset classes did you contribute in 2025?*

No ContributionCashCryptocurrencyReal EstatePublicly Traded SecuritiesPrivate Equity InterestsTangible EquipmentInventoryPrecious Metals or CommoditiesReceivables
If you contributed real estate in 2025, a qualified appraisal is required. What is the status of your appraisal?*

I already have a qualified appraisalI will obtain a qualified appraisalI would like your business appraiser to prepare the appraisal
Did you take any loans in 2025 that require paperwork to be completed?*

YesNo
If you made a charitable grant this year, how would you like to participate?*

I would like to suggest charitiesI will select from a list of approved charitiesPlease select an approved charity on my behalf
Which approved charity would you like to suggest?*
Did you receive any income from your Charitable Bank in 2025?*

YesNo
Additional services you may need (select all that apply):*

Tax FilingTax PlanningReal Estate Acquisition / AnalysisEstate or Asset Protection Planning
Are there any transactions that may need clarification or correction that we should be aware of for documentation and bookkeeping purposes?
Should be Empty: