Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Has your address changed?
*
No
Yes
Address
*
Street Address
Street Address Line 2
City
State / 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?
*
-
Month
-
Day
Year
Date
Will our firm, Edwards Ingram, be filing your personal tax return?
*
Yes
No, send documents to my tax filer
Which asset classes did you contribute in 2025?
*
No Contribution
Cash
Cryptocurrency
Real Estate
Publicly Traded Securities
Private Equity Interests
Tangible Equipment
Inventory
Precious Metals or Commodities
Receivables
If you contributed real estate in 2025, a qualified appraisal is required. What is the status of your appraisal?
*
I already have a qualified appraisal
I will obtain a qualified appraisal
I would like your business appraiser to prepare the appraisal
Did you take any loans in 2025 that require paperwork to be completed?
*
Yes
No
If you made a charitable grant this year, how would you like to participate?
*
I would like to suggest charities
I will select from a list of approved charities
Please select an approved charity on my behalf
Which approved charity would you like to suggest?
*
Please Select
Arizona Animal Welfare League — Animal rescue and shelter services
Baja Bound Ministries — Building homes for families in Baja, Mexico
Cure Blindness Project — Restoring sight through cataract surgery
Feed My Starving Children — Feeding children facing hunger worldwide
Fondation Leopold Luc Guillaume — School for children in Haiti
Institute for Justice — Public interest legal advocacy
MMXX Standardbreds — Standardbred horse rescue and care
Smile Train — Cleft lip and palate surgeries
Did you receive any income from your Charitable Bank in 2025?
*
Yes
No
Additional services you may need (select all that apply):
*
Tax Filing
Tax Planning
Real Estate Acquisition / Analysis
Estate 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?
SUBMIT
Should be Empty: