New Client Survey

By answering the questions presented in this brief preliminary client data survey you will help us use our time efficiently during your initial get-acquainted meeting. (Note: Exact values are not required at this time. If you are unsure of an answer please provide your best estimate.) (Also Note: We do not and will not use your information for any purpose other than to further our relationship with you.)

Thank you.

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Note: Information concerning your co-client/spouse, if applicable will be requested below.
How did you hear about us?
Choose your federal income tax filing status.