Start Date Reservations 123456789 Are you a current client of ours?(Required) Yes No Name(Required) First Last Email(Required) Have you paid for our ProAdvise Tax-Saving Strategies?(Required) Yes No Do you file a S-Corp or Partnership return?(Required) Yes No What are you hoping to gain from this service(Required) Preventing any tax surprises when I file taxes Save taxes by moving my money around in tax shelters Starting a business to write off expenses I already have Looking to make small changes to improve my tax savings Looking for all around tips and strategies Looking to be much more aggressive in my tax tactics Mark all that applyCompared to your last tax return, what type of changes will you experience?(Required) Very similar to my last tax filing Somewhat similar to my last tax filing Slightly different to last tax filing Very different to last tax filing Will your tax filing status remain the same?(Required) Yes, the same filing status Change in filing status (i.e. married, single, head of household, etc.)Describe the anticipated tax filing status change for the coming tax filing Will you live in the same state?(Required) Yes No Will you have the same amount dependents?(Required) Yes No, there's a change Describe the change in dependents for the coming tax filing Do you anticipate you'll make more money or less?(Required) Less About the same More Check all the boxes that describe why your income will change W-2 changes Stock sales Child in or out of college Side business or self employed changes Rental income changes Explain the changes in your income(Required) Will you make any energy efficient purchases?(Required) Yes No Example: electric car, boiler, windows, exterior doors, Will you be contributing to any 401k or traditional IRS(Required) Yes No Will you be claiming any children in college?(Required) Yes No Do you have student loans?(Required) Yes No Do you have life insurance?(Required) Yes No What of the following if any do you have?(Required) Savings account Stocks Bonds Treasuries IRA 401k Other None Describe "other"(Required)How many years until you retire (estimated)(Required) Do you own or rent?(Required) Own Rent Other What's the current value of your home?(Required) Describe your 5-year plan if any as it relates to saving, investing, retirement, etc.(Required) Do you have an investment or retirement specialist you work with?(Required) Please list their name or company if applicable. Personal question break downAre you currently looking for other employment (even if you're currently employed)? Yes No Have you ever been unemployed for 2 years within the last 10 years? Yes No How many years have you been with ProFiler? None 1-2 3+ Other comments and questions
