New Client Questionnaire

The information you share here will be kept confidential and used only to evaluate fit and better understand your tax situation. Please do not upload Social Security numbers, account numbers, or full tax returns through this form.

Name

First NameLast Name

Legal Partner's Name

First NameLast Name

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date of Birth

Legal Partner's Date of Birth

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Which of my services are you interested in?

Attachment

Please include any attachments (e.g.,Prior Redacted Taxes, IRS notices, Basis Calculations or anything you want me to see initially.

What State is your Legal Residence?

Marital Status

Do you own investment real estate

Dependents Status

Child Education

Have you recently acquired or sold a business

Your LLC's (check all that apply if you have multiple LLC's)

Which best describes your current income situation?

What do you think you need help with now?

Is there anything time-sensitive happening right now?

Are you looking for:

Have you worked with an EA or Strategist before?

There are multiple, fully legal ways to classify assets and expenses. However, some are 'safer' (meaning less prone to IRS review than others). Where do you feel your risk tolerance falls?

Approximate current annual household income

Approximate current AGI/MAGI?

What do you feel your CPA is missing; or what more are you looking for?