Thank you for scheduling a Tax Discovery Session with Cerebral Tax Advisors! To maximize our time together, we would like to ask you a few questions.
This short questionnaire will provide us with what we need to get to know you better and provide a quote by the end of the meeting.
These questions are about you:
First Name
*
Last Name
*
Email
*
What is your age?
*
What is your occupation/speciality?
*
Select an option
Please specify your occupation/speciality:
Do you have a W-2 employer outside of your business?
How much do you earn in gross annual income (base plus bonus/RVUs) from all W-2 jobs?
What type of retirement plan do you have with this W-2 position? (check all that apply)
No retirement plan
401k
Defined Benefit Plan
403b
457b
SIMPLE IRA
Other
Marital Status
*
Are you filing jointly or separately?
What is your spouse's name?
What is your spouse's age?
What is your spouse's occupation/speciality?
*
Select an option
Please specify your spouse's occupation/speciality:
Does your spouse have a W-2 employer outside of your business?
How much does your spouse earn in gross annual income (base plus bonus/RVUs) from all W-2 jobs?
What type of retirement plan do they have with this W-2 position? (check all that apply)
No retirement plan
401k
Defined Benefit Plan
403b
457b
SIMPLE IRA
Other
Do you have any children?
How many children tax returns do you need to be prepared?
What are the ages of your children?
Do you have 529 Plans for your kids?
Which individual retirement accounts do you or your spouse, if applicable, have?
Traditional IRA
Roth IRA
Rollover IRA
Do you and your spouse, if applicable, fund your backdoor IRA? Choose one.
Select an option
Do you have a balance in your pre-tax IRAs (traditional IRAs, SEP IRAs, SIMPLE IRAs)?
Select an option
The following are some questions about your business:
Do you or your spouse, if applicable, own a business from a side gig, locum tenens, or practice that earns Form 1099 income? This may be from a sole proprietorship/single-member LLC, partnership/multi-member LLC, S-corporation/LLC, or C-corporation/LLC/PC. Do not include real estate, portfolio, or Schedule K-1 investment.
How many businesses do you or your spouse own?
What is the name of your business?
What is the name of your second business?
What is the name of your third business?
What is the name of your fourth business?
What service does your business provide?
What service does your second business provide?
What service does your third business provide?
What service does your fourth business provide?
What percentage of the business do you or your spouse own?
What percentage of your second business do you or your spouse own?
What percentage of your third business do you or your spouse own?
What percentage of your fourth business do you or your spouse own?
How many partners, other than yourself, will need an individual tax return prepared?
How many partners in your second business, other than yourself, will need an individual tax return prepared?
How many partners in your third business, other than yourself, will need an individual tax return prepared?
How many partners in your fourth business, other than yourself, will need an individual tax return prepared?
When did you start your business?
When did you start your second business?
When did you start your third business?
When did you start your fourth business?
What type of entity is your business being taxed as?
What type of entity is your second business being taxed as?
What type of entity is your third business being taxed as?
What type of entity is your fourth business being taxed as?
What is the estimated gross revenue of your business for this year?
What is the estimated gross revenue of your second business for this year?
What is the estimated gross revenue of your third business for this year?
What is the estimated gross revenue of your fourth business for this year?
What will be the estimated net profit/loss of your business for the current year?
What will be the estimated net profit/loss of your second business for the current year?
What will be the estimated net profit/loss of your third business for the current year?
What will be the estimated net profit/loss of your fourth business for the current year?
What is the estimated gross revenue of your business for the next year?
What is the estimated gross revenue of your second business for the next year?
What is the estimated gross revenue of your third business for the next year?
What is the estimated gross revenue of your fourth business for the next year?
Do you have any employees in your business?
How many non-relative full-time and part-time employees in your business?
Do you have any employees in your second business?
How many non-relative full-time and part-time employees in your second business?
Do you have any employees in your third business?
How many non-relative full-time and part-time employees in your third business?
Do you have any employees in your fourth business?
How many non-relative full-time and part-time employees in your fourth business?
What type of retirement plan do you have for your business?
Simple IRA
SEP-IRA
Solo 401(k) plan
401(k) plan - with employees
Defined Benefit Plan/Cash Balance Plan
Health Savings Account (HSA)
What type of retirement plan do you have for your second business?
Simple IRA
SEP-IRA
Solo 401(k) plan
401(k) plan - with employees
Defined Benefit Plan/Cash Balance Plan
Health Savings Account (HSA)
What type of retirement plan do you have for your third business?
Simple IRA
SEP-IRA
Solo 401(k) plan
401(k) plan - with employees
Defined Benefit Plan/Cash Balance Plan
Health Savings Account (HSA)
What type of retirement plan do you have for your fourth business?
Simple IRA
SEP-IRA
Solo 401(k) plan
401(k) plan -with employees
Defined Benefit Plan/Cash Balance Plan
Health Savings Account (HSA)
Which bookkeeping system do you use in your business to keep track of income and expenses?
Which bookkeeping system do you use in your second business to keep track of income and expenses?
Which bookkeeping system do you use in your third business to keep track of income and expenses?
Which bookkeeping system do you use in your fourth business to keep track of income and expenses?
How many bank accounts and credit card accounts does your business use?
How many bank accounts and credit card accounts does your second business use?
How many bank accounts and credit card accounts does your third business use?
How many bank accounts and credit card accounts does your fourth business use?
Which payroll system do you use in your business to run payroll?
QBO
Gusto
ADP
Paychex
Current Accountant
Other
No payroll
Which payroll system do you use in your second business to run payroll?
QBO
Gusto
ADP
Paychex
Current Accountant
Other
No payroll
Which payroll system do you use in your third business to run payroll?
QBO
Gusto
ADP
Paychex
Current Accountant
Other
No payroll
Which payroll system do you use in your fourth business to run payroll?
QBO
Gusto
ADP
Paychex
Current Accountant
Other
No payroll
In which states does your business operate?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
In which states does your second business operate?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
In which states does your third business operate?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
In which states does your fourth business operate?
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
The following questions are about rental properties:
How many rental properties do you own?
What is the address of the rental property?
What is the address of the 2nd rental property?
What is the address of the 3rd rental property?
What type of property is it?
Select an option
What type of property is the 2nd property?
Select an option
What type of property is the 3rd property?
Select an option
What is the average rental period?
Short-term
Long-term
What is the 2nd property's average rental period?
Short-term
Long-term
What is the 3rd property's average rental period?
Short-term
Long-term
Do you own the property 100% or with a partner(s)?
Select an option
Does your partner need an individual income tax return?
Select an option
Do you own the 2nd property 100% or with a partner(s)?
Select an option
Does your 2nd property partner need an individual income tax return?
Select an option
Do you own the 3rd property 100% or with a partner(s)?
Select an option
Does your 3rd property partner need an individual income tax return?
Select an option
Have you performed a cost segregation study?
Select an option
Have you performed a cost segregation study for your 2nd property?
Select an option
Have you performed a cost segregation study for your 3rd property?
Select an option
The following questions are about other sources of income:
Do you own investments in other businesses, such as surgery centers?
*
Select an option
How many Schedule K-1's do you receive from these other business investments?
How many states, other than your home state, do you have to file because of these other business investments?
Is this other business investment passive?
Select an option
Passive means you do not participate in the day-to-day operations of the business.
How much do you earn annually from these other business investments?
Do you have any investments in real estate syndications?
*
Select an option
How many Schedule K-1's do you receive from these real estate syndications?
How many states, other than your home state, do you have to file because of these real estate syndications?
How much do you earn annually from these real estate syndications?
Do you have any income from other sources?
*
Select an option
Please give a brief description of each source
How much do you earn annually from these other sources?
Tell us about your investment accounts. Please check all that apply:
I have a Financial Advisor
I have a balance in my pre-tax IRAs (traditional IRAs, SEP IRAs, SIMPLE IRAs)
I have post-tax ROTH IRA accounts
I complete a backdoor Roth every year
I have Taxable Investment Accounts that generate interest, dividends, and/or capital gains
How much do you estimate to earn this year from taxable investment accounts?
Are you an accredited investor for this tax year?
Select an option
Which one of the options below best describes you for this and the last two tax years?
Select an option
Do you need us to prepare or amend any tax returns from a prior year?
*
Select an option
How many years of personal returns need to be done?
How many years of business returns need to be done?
What are some of your financial goals?
*
Choose one or more options
Do you have any additional information we should be aware of or burning questions?
*
Submit