New Client Questionnaire

Welcome to GTG Tax Planning and thank you for taking the time to complete this questionnaire. Your answers will help us understand your current tax situation, assess any potential risks, and allow us to fit you with our services that will provide the most benefit. Please provide as much detail as possible.

HOW DID YOU FIND ABOUT US?

How did you find out about us, and who referred you?

PERSONAL INFORMATION

First Name *

Last Name *

Phone *

Email *

Filing Status for Current Year

JOB INFORMATION AND INCOME

What do you do for work? (and spouse, if applicable) *

Total Annual Revenue (before taxes) *

Please indicate all sources of income (Select all that apply)

Salary or wages (W2)

Self-employment income (1099-NEC, 1099-MISC, small business income)

Business Partner (LLC, Partnership, S Corp)

Investment income (1099-DIV, 1099-INT, 1099-B, 1099-DA)

Rental income

Retirement or Social Security distributions (1099-R, SSA-1099)

Other sources of income (please specify)

GOALS AND TAX KNOWLEDGE

What are your short-term financial goals? (Select all that apply)

Saving for a home

Planning for education expenses

Retirement savings

Start a business

Other short-term financial goals (please specify)

What are your long-term financial goals? (Select all that apply)

Early retirement

Wealth accumulation

Leaving an inheritance

Other long-term financial goals (please specify)

On a scale from 1 to 5, how would you rate your current understanding of your tax situation?

HOW CAN WE HELP?

Other services (please specify)

ADDITIONAL COMMENTS

Please share any additional information or comments that you believe are relevant to your tax situation

*

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