Fact Finder

1
Client Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Phone Number* This field is required.
Area Code
Phone Number
4
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
5
Gender* This field is required.
Male
Female
6
Marital Status* This field is required.
Single
Married
Legally Separated
Divorced
Widowed
Living Together, Not Married
7
Date of Birth
Date
Year
Month
Day
8
Citizenship* This field is required.
US Citizen
Greencard
Non-US Citizen
9
Citizenship Country
10
SSNThis information is requested but not required. However, having your SSN on file allows us to complete more tasks on your behalf.
11
Client Annual Gross Income* This field is required.
12
Do you have children or other dependents?* This field is required.
Yes
No
13
Please list their names and dates of birth
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Normal
Small
Ok
Ok
14
Co-Client Name* This field is required.
First Name
Last Name
15
Co-Client Email* This field is required.
example@example.com
16
Co-Client Phone Number* This field is required.
Area Code
Phone Number
17
Co-Client Gender* This field is required.
Male
Female
18
Co-Client Date of Birth* This field is required.
Date
Year
Month
Day
19
Co-Client SSNThis information is requested but not required. You may call us at 312-953-9169 to provide.
20
Co-Client Citizenship* This field is required.
US Citizen
Greencard
Non-US Citizen
21
Co-Client Citizenship Country
22
Co-Client Annual Gross Income* This field is required.
23
Do you already have an S-Corp or a Loan Out Corporation?* This field is required.
Yes
No
24
Please answer the following questions regarding your proposed business entity.
25
Which state do you want your business registered in?* This field is required.
26
Business Name* This field is required.
27
Entity Type* This field is required.
Sole Proprietorship
LLC
Partnership
S-Corp
C-Corp
28
EIN #This can be found on your business incorporation documents
29
What type of workforce do you have?* This field is required.
Employees
Independent Contractors
None
Both
30
Years in Business* This field is required.
31
Is your business address the same as your home address?* This field is required.
Yes
No
32
Business Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
33
What bookkeeping software do you use?* This field is required.
Quickbooks
Freshbooks
None
34
What payroll software do you use?* This field is required.
I don't run payroll
ADP
Gusto
Paychex
35
Projected Gross Revenue* This field is required.
36
Previous Year Tax Liability* This field is required.
37
How Many Business Bank Accounts Do You Have?* This field is required.
38
What Type of Debt Does Your Business Have?
Credit Cards
Business Loans
Other Lines of Credit
39
What Bank Do You Use For Your Business Accounts and Credit Cards? * This field is required.If you use multiple banks and credit cards please list them all out below.
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40
How Do You Collect Payments? (Checks, Stripe, Direct Deposit, etc)* This field is required.
41
Brief description of your business* This field is required.
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Small
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Ok
42
Type of Insurance* This field is required.Check all that apply
Life Insurance
Health Insurance
Disability Insurance
None
43
Life Insurance* This field is required.
Name of Provider
Whole Life
Term Life
Type of Policy
Insured Name
Premium
Coverage Amount
Cash Value
Primary Beneficiary
Secondary Beneficiary
44
Health Insurance* This field is required.
Name of Provider
Insured Name
Premium
45
Disability Insurance* This field is required.
Name of Provider
Long-Term
Short-Term
Type of Policy
Insured Name
Premium
Coverage Amount
46
Type of Retirement Accounts* This field is required.Check all that apply
401(k)
Roth 401(k)
403(b)
457(b)
IRA
Roth IRA
SIMPLE IRA
SEP IRA
Pension
I Don't Have A Retirement Account
47
401(k)* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
48
Roth 401(k)* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
49
403(b)* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
50
457(b)* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
51
IRA* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
52
Roth IRA* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
53
SIMPLE IRA* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
54
SEP IRA* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
55
Pension* This field is required.
Institution Name
Owner
Employee Contributions (monthly)
Employer Contributions (monthly)
Current Account Value
Primary Beneficiary
Secondary Beneficiary
56
Other Assets* This field is required.Check all that apply
Taxable Investment Accounts
College Funds
Annuities
Personal Property (Home)
Real Estate
None
57
Taxable Investments* This field is required.
Institution Name
Owner
Cost Basis
Current Value
58
College Funds* This field is required.
Institution Name
Owner
Beneficiary
Contributions
Current Value
59
Annuities* This field is required.
Institution Name
Fixed
Variable
Type of Annuity
Owner
Contributions
Current Value
Lump Sum
Series of Distributions
Distribution Type
Distribution Year
Distribution Amount
60
Personal Property* This field is required.
Type
Owner
Current Value
Purchase Value
61
Other Assets* This field is required.
Type
Owner
Current Value
Purchase Value
62
Liabilities* This field is required.Check all that apply
Credit Card
Mortgage
Auto Loan
Personal Loan
I Don't Have Any Debt
63
Credit Cards* This field is required.
Institution Name
Owner
Current Balance
64
Mortgages* This field is required.
Institution Name
Owner
Term (years)
Monthly Payment
Original Balance
Current Balance
65
Auto Loans* This field is required.
Institution Name
Owner
Monthly Payment
Original Balance
Current Balance
66
Personal Loans* This field is required.
Institution Name
Owner
Term (years)
Monthly Payment
Interest Rate
Fixed
Adjustable
Type of Rate
Original Balance
Current Balance
67
Other Loans* This field is required.
Institution Name
Owner
Term (years)
Monthly Payment
Interest Rate
Fixed
Adjustable
Type of Rate
Original Balance
Current Balance
68
Revenue
69
How Many Personal Bank Accounts Do You Have?* This field is required.
70
What are Your 3 Most Important Business Financial Goals?* This field is required.Please be descriptive and add #'s if needed
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Ok
71
What are Your 3 most Important Personal Financial Goals* This field is required.Please be descriptive and add #'s if needed
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Ok
72
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