CPACloudtaxpros.com Client Checklist
While all of us have good intentions to get our finances in order, we may not always have the time. or even know '"where to start." With that being said our clients have recently inquired about the possibility of CPACloudtaxpros.com of offering a wider range of financial services. After extensive research and preparation. we have decided to expand our services with a relationship with Blue Ocean Wealth Solutions — a General Agency of Massachusetts Mutual Life Insurance Company (Mass Mutual) to do just that. Through this relationship you have access to an array of valuable products and services with our CPA and Financial Planner team that can help you prepare for the future and to help meet your financial goals. Please complete the below checklist so we can better serve you from a holistic tax & financial planning perspective.
Business Owner or Individual Name
Business or Individual Name Address & Phone Number
For us to better serve you as a Business owner or Individual client please answer the following: Would you like arrange a free consultation to discuss? (please check):
Bookkeeping, Income/Sales Tax or Return Preparation of Virtual CFO Services
Tax Strategies. I am interested in learning about different tax-advantaged strategies for my business.
Investor/Hedge Fund Adminstration Services
Investor/Hedge Fund Accounting Adminstration Services
Retirement Funding. I am interested in learning more ways to fund my retirement using business dollars.
Employee Retention. I would like to provide an incentive to attract and retain key employees.
Succession Planning. I would like to create a succession plan for my business, or would like to review my existing succession plan to make sure it is up-to-date.
Buy-Sell. I am interested in learning more about proper buy-sell agreements.
Disability Income insurance
Long-Term Care insurance
Insurance coverage, beneficiary information, etc.
Updating my existing retirement plans
Retired or about to retire?
Review your life insurance?
Consider getting more rate of return on money sitting in the bank?
Review your underperforming investments?
Need to replace loss of income to your family upon your passing?
Need to safeguard assets and quality of life with Long Term Care Insurance?
Changed or need to change your will?
Consider discussing the tax advantages of a trust for estate purposes?
Consider converting any term insurance?
Any need for policy changes/beneficiary changes?
Consolidate and Rollover prior employer 401(k) or other old retirement savings?
Consider life insurance on children or grandchildren?
Started or changed your pension plan at work?
Increase estimate of monthly income needed for retirement?
A need for new disability (loss of income) insurance?
Bought or sold real estate?
Have you or your spouse received any inheritance?
Changed your occupation? Entered into a new business venture?
Need to cover an outstanding mortgage or a final expense with insurance?
Consider college savings planning for your child or grandchild?
Send me a copy of my responses.
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