First Time Client Form / Quote Request --

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1. You Full Name *
1.1 Your Date of Birth
2. Spouse’s Name (If Married)
2.1 Spouse's Date of Birth (If Married)
3 1st Dependent’s Names and Date of Birth
3.1 2nd Dependent’s Names and Date of Birth
3.2 3rd Dependent’s Name and Date of Birth
4 Home Address (Street, City, State, Zip code) *
5 Phone / Mobile Phone *
6 Emails (For you and Spouse) *
8 Citizenship / Visa Status
9 Occupation (you and your spouse) *
10 Gross Annual Household Income (Approx.) $
11 Own a Primary Residence or Rent a house? *
11.1  The Value of Primary Residence or Monthly Rent
12.  Total Value of Non-retirement and Retirement Savings Accounts.  Approx.
13 Do you have or trade stocks or any investment securities? *
13.1 If yes above, then how many investment (Non-Retirement) brokerage accounts do you have? *
# of Accounts
14 Do you own any real estate property (other than your primary residence)? *
14.1  If you own a rental property above, Please provide Number (How many) , each Value ($), and Location (City, State) of Rental Properties
15. Do you have any US Passive Investments (K-1) or Retirement Distributions? *
15.1 If Yes above, How many K-1s and Form 1099-R from Passive Investments or retirement funds?
16 Do you have any Foreign bank accounts or Foreign Passive investments? *
16.1 If Yes Above, Total Number (How many accounts) and Total Value ($) of Foreign Bank Accounts or Foreign Investments
17. Do you or your spouse own/run a business? *
18 Do you have any specific (special) situations? or, Please explain and add your comments
18.1 If you have any specific special situations, then Please explain and add your comments
How did you prepare your personal tax returns?
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Request a Quote for *
Best Available Appointment Date
Preferred Office to Visit *
How did you hear about us? Please choose the following Ads:
After the comments, Please click the SUBMIT at the bottom
FOR BUSINESS OWNER, (If you have/run a business,  Please Click the "SUBMIT" at this page bottom and then Please go to website and fill out another form for business)
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