Client questionnaire

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E-mailadres *

Name

What's your household total annual income? *

Below $100,000

$100,000 to $250,000

$250,000 to $500,00

Over $500,000

Check items that apply to you *

I am employed and have W-2 income

I run a business and have business income

I have Investment income. Ex:- capital gains, interest income.

I have cryptocurrency related income

I have a state income tax filing obligation

I have stock options, RSUs and startup related tax complications

I have rental properties

Verplicht

What do you need help with? *

Tax preparation

Tax planning (Tax saving strategies, structuring, etc.)

Anders:

Verplicht

Tell me little bit about what you do in the crypto space and your tax situation. This will help me direct you to the right accountant. *

How did you hear about me? *

Verzenden

Formulier wissen

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