1. HOW TO REACH YOU

Full Name

Email *

Phone *

Used only to schedule. No marketing calls.

State of residence

Is it safe to email and call you at the details above?

Yes, both are fine

Email only

Phone only

I need to discuss this

Some people prefer a different address while a separation is in progress.

2. WHERE YOU ARE

Which describes your situation today?

Engaged or drafting a prenup

Married, no separation contemplated

Remarrying, with children or assets from a prior marriage

Considering a separation

Separated or negotiating a settlement

Divorce finalized, filing solo

Is anything driving the calendar?

A court date, a signing deadline, a closing, a filing deadline. If none, write none.

Do you have a family-law attorney engaged?

Yes

Not yet, looking

No, and not planning to

Not applicable

3. THE NUMBERS

Combined household income, most recent year

Select a range

Where does that income come from?

W-2 wages

Schedule C or 1099

S-corp

Partnership or K-1

Rental property

Equity compensation or RSUs

Investment income

Other

Select everything that applies to either spouse.

Which of these are in the picture?

Marital home

Second or vacation property

401(k), IRA, or pension

An operating business

Taxable brokerage accounts

Trusts or inherited assets

Crypto or alternative assets

None of these

Children or dependents?

None

Yes, minor children

Yes, adult dependents

Both

4. YOUR FILING HISTORY

How did you file most recently?

Married filing jointly

Married filing separately

Head of household

Single

Do any of these apply?

There is an open IRS or state balance

We have received a notice, audit letter, or examination request

A return is unfiled or was filed late

My spouse handled the returns and I signed without reviewing

I am not confident the business income was reported fully

None that I know of

These are the items that most often carry real exposure. Select anything you are unsure about.

5. WHAT MATTERS MOST

What is the one thing you most want answered?

A few sentences is plenty. This is the part I read first.

Anything else I should know before we speak?

Optional.

This questionnaire is for tax planning purposes. It is not legal advice and does not create an attorney-client relationship. Submitting it does not by itself create a CPA engagement; an engagement begins when a signed letter is in place. Information provided is held in confidence under the professional standards governing CPAs, which is not the same protection as attorney-client privilege.

I have read the above and agree to be contacted about this engagement.

You will get a confirmation immediately and a reply within one business day. If a deadline is driving your timeline, say so above and it moves to the front.