This field is hidden when viewing the formEmail This field is hidden when viewing the formSubmission Date MM slash DD slash YYYY To ensure we have a productive and tailored planning call please answer the few questions listed below. We look forward to our meeting.Has your personal or professional situation changed since we last spoke in any way that would affect your tax planning?Please make a selectionYesNoPlease 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.)?Please make a selectionYesNoPlease 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?Please make a selectionYesNoPlease 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?Please make a selectionYesNoPlease describe what else you would like to discuss.Do you require any additional non-tax consultation?Please make a selectionYesNoPlease 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).
