Individual Client Questions

These are some questions to respond that we may make the most of our time. Pardon the marathon questions or any redundancy, but this can really help us accelerate the process.

This way, we can look to Add Value sooner rather than later.

If you are unsure or uncomfortable answering any specific question, it is fine to leave it blank or not fill this out should there be any time constraints. Feel free to add anything as well.

Supplementary Form - Individual

Primary Tax Filer (Listed first on tax return)

For your spouse or partner (if applicable)


Primary (Listed first on tax return)

General income composition?

For your spouse or legal partner (if applicable)

Secondary ("spouse or partner") general income composition?

Final Question