Hi! What's Your Name? *
Contact Email Address *
Date of Birth (we need it for tax savings calculations & planning opportunities) * MM 1 2 3 4 5 6 7 8 9 10 11 12 / DD 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 / YYYY 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920
Contact phone number (in XXX-XXX-XXXX format) So that we can call you at the time of your appointment *
What do you do for a living? *
What is your Legal Marital Status? Again, for various tax planning opportunities * Single Married Married, but Are Legally Separated Married, but no longer together, not Legally Separated yet Widow / Widower Head of Household (with dependents)
Name (Full Legal Name)
Date of Birth MM 1 2 3 4 5 6 7 8 9 10 11 12 / DD 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 / YYYY 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920
Email
Occupation
Number of Children (under the age of 18)
Number of Children in College (under the age of 24)
Please provide short info on any relatives you support (Who? Their age? How much you spend? How?)
Number of Other Dependents
In which state do you work?
Business 1: Business Name, Type of Business (Sole Proprietorship, Corporation, LLC, etc), State Formed, Business Start Date.
Ownership, Spouse 1, %
Ownership, Spouse 2, %
Industry & Business Purpose (what does it do?)
Projected Taxable Income for Tax Filing Year and/or Current Year.
Business 2: Business Name, Type of Business (Sole Proprietorship, Corporation, LLC, etc), State Formed, Business Start Date.
Ownership, Spouse 1, %
Ownership, Spouse 2, %
Industry & Business Purpose (what does it do?)
Projected Taxable Income for Tax Filing Year and/or Current Year.
Business 2: Business Name, Type of Business (Sole Proprietorship, Corporation, LLC, etc), State Formed, Business Start Date.
Any other businesses? Provide brief info and we will discuss at the meeting.
How many RE investment properties do you own?
Provide brief description of Properties you own, incl. type (residential, commercial, vacation home),Purchase Date and current Fair Market Value (FMV).
What's your preferred method of investing? Self Broker Other
Please list all retirement accounts & savings, incl. stocks & other investments (briefly: institution, account type, amount invested, account value).
Adviser and Firm Name
Type of Advisory Attorney (Estate planning, business, etc) Financial Planning / Investment Tax Advisor (not just preparer) Other
Advisor Fee Arrangement (hourly? asset %?)
Adviser and Firm Name
Type of Advisory Attorney (Estate planning, business, etc) Financial Planning / Investment Tax Advisor (not just preparer) Other
Advisor Fee Arrangement (hourly? asset %?)
If you have any special situations or scenarios or concerns, please be SPECIFIC, but CONCISE.
Whom can we thank for referring you to us? *
