New Client Questionnaire
To be completed 48 hrs PRIOR to our Discovery Meeting. The next step in paying less tax is to complete this fully. Some of the info will not apply to you, so skip it.
Hi! What's Your Name? *
Contact Email Address *
Date of Birth * we need it for tax savings calculations & planning opportunities * *
MM
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DD
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Contact phone number (in XXX-XXX-XXXX format) * So that we can call you at the time of your appointment * *
Current Mailing Address (Street, City, State, Zip) - * We'll send you a little surprise by mail * *
What do you do for a living? *
Now let's talk specifics. Are you employed by someone or otherwise..? *
Required
Home Ownership? *
Do you have any Stock Compensation? *
Required
Do you have any fringe benefits? *
Required
What is your Legal Marital Status? *Again, for various tax planning opportunities*
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