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Tax & Accounting Consultation

Thanks for booking the consultation. Next, please complete this in full at least 24 hours before our meeting, as it helps us understand and make a solid recommendation during our call.

Full name

*

Email address

*

What is your birth date?

*

This helps us understand your eligibility for retirement and other benefits.

What is your current employment status?

*

employement_status

Do you own any businesses or have significant investments?

*

business_investments

A

Yes

B

No

Are you currently receiving any retirement income or planning to start soon?

*

retiring_soon

A

Yes

B

No

Do you have any dependents?

*

dependents

A

Yes

B

No

What is your martial status?

*

martial_status

A

Single

B

Married

C

Divorced

D

Other