PROSPECTIVE CLIENT

Type of Income

W2 Income Sole Proprietor Single Member LLC 1065 Partnership LLC filing as Sub Chapter S S Corp or C Corp Sale of an Asset Other

Total Adjusted Gross Income (Including Stock Options)

$

For potential refund purposes

$

State of Residence

How do they file?

Will their income remain the same, grow, or decrease over the next 5 years?

Remain the same Grow Decrease

Are they planning to sell an appreciated asset this year

Yes No

What is their current estimated savings balance within tax deferred retirement vehicles? (401k's, Pension Plans, IRa's etc...)

$