Pre-Call Questionnaire
To ensure we have a productive and tailored planning call please answer the few questions listed below. We look forward to our meeting.
TAX: Pre-Call Planning Questionnaire
Preview of our secure intake — online submission is launching soon.
Has your personal or professional situation changed since we last spoke in any way that would affect your tax planning?Options: Yes, No
Please describe the change in your personal or professional situation so that we can consider it for tax planning purposes.
Are you planning on selling or purchasing a large asset that has not already been discussed (e.g., home, business, real estate, etc.)?Options: Yes, No
Please provide detail on what it is you are planning on selling or purchasing, when and for how much (if you know). If you already provided detail to this question in the first question, you don’t have to be redundant here.
What concerns (if any) do you have relating to taxes for this calendar year that you believe we need to discuss which may be outside the ordinary?
Are there any large life changing events which may be on the horizon and be worth mentioning for planning purposes (e.g., marriage, divorce, moving, pregnancy, retirement, etc.)?
Have you received any notices from the IRS or a state government that requires conversation?Options: Yes, No
Please describe what you received and when you received it. Also, please upload a copy below.
Are there any other topics you would like to discuss relating to your tax planning?Options: Yes, No
Please describe what else you would like to discuss.
Do you require any additional non-tax consultation?Options: Yes, No
Please CHECK THE BOX for those areas below which apply to your need and we will help coordinate a call on your behalf:
Legal Representation for Estate Planning (e.g., Will, Trusts, etc.)
Legal Representation for Sale or Purchase of a Business
Legal Representation for drafting Business Document (e.g., bylaws, operating agreements)
Investment Advice from our S.E.C. Registered Investment Adviser Partner.
Life Insurance analysis for you or your loved ones.
Property Insurance analysis for your property (e.g., home, auto, other).
SubmitSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
