COMPREHENSIVE PLANNING INTAKE

Discovery Questionnaire.

Name: American Tax Savings
Address: 10800 Pecan Park Blvd, Ste 220, Austin, TX, 78750, US
Telephone: (512) 582-6038
Price range: $$

Please complete the following questionnaire so we can confidentially capture the general, business and personal information needed for a comprehensive analysis of your overall tax planning, tax-efficient fringe benefits and tax-efficient accumulation strategies.

This questionnaire has six short sections and takes most people about fifteen minutes. Your progress moves forward one section at a time, and nothing is submitted until the final step. If you have any questions or concerns, reach us at info@recoveryourcredits.com or (512) 582-6038.

STEP 1 OF 6

Contact Information

Client First & Last Name

Mailing Address

City

State

Zip Code

Telephone Number

E-Mail Address

Preferred Contact Method

If other, please advise preferenceoptional

Date of Birth

State of Birth

Industry

Marital Status

MarriedSingleOther

If other, please specifyoptional

Spouse First & Last Name

Spouse Date of Birthoptional

Marriage Anniversaryoptional

Spouse E-Mail Addressoptional

Spouse Occupationoptional

Is your spouse involved in the business?

YesNoDoes Not Apply

Do you have an assistant or administrator who handles your calendar?

YesNo

Assistant / Administrator Name

Assistant / Administrator E-Mail Addressoptional

Assistant / Administrator Telephone Number

We never sell your information. See our privacy policy.