New Client Questionnaire

If filing jointly with your spouse, please answer questions as they relate to both of you.

Questions pertain to the tax year to be filed:

Section 1: General Info

Taxpayer: Full Name*

Spouse: Full Name

Taxpayer: SSN

Spouse: SSN

Taxpayer: Date of Birth

Spouse: Date of Birth

Taxpayer: Citizenship Status (List All)

Spouse: Citizenship Status (List All)

Taxpayer: Green Card Holder?

Yes

No

Date Granted

Spouse: Green Card Holder?

Yes

No

Date Granted

Taxpayer: Filing Status

(Single, Married Filing Separate, Married Filing Joint, Uncertain, etc)

Spouse: Filing Status

(Single, Married Filing Separate, Married Filing Joint, Uncertain, etc)

Taxpayer: Current Address

Spouse: Current Address

Taxpayer: Contact Number*

Spouse: Contact Number

Taxpayer: Email*

Spouse: Email

Taxpayer: Last Date of U.S. Residence

Spouse: Last Date of U.S. Residence

Taxpayer: Last Year You Filed a U.S. Return

Spouse: Last Year You Filed a U.S. Return

Section 2: Dependents

Dependent

Name

SSN

Date of Birth (DD/MM/YYYY)

Full-Time Student? (Y/N)

Click the "+" icon to the far right of the fields to add additional dependents

Section 3: State Residency

Do you maintain a residence (personal or rental) in a US State?

Yes

No

Which State?

Did you live in a US State for any period during the tax year?

Yes

No

Which State?

Were you employed in that state?

Yes

No

Section 4: Foreign Bank Accounts / Financial Assets

Did you have financial interest or signing authority over a foreign financial account (bank, brokerage, securities, etc)?

Yes

No

Please list all countries

Is the aggregate total of your foreign financial assets greater than $10,000 USD?

Yes

No

Is the aggregate total of your foreign financial assets greater than $200,000 USD?

Yes

No

Section 5: New Zealand Superannuation

Do you have a KiwiSaver or Superannuation account?

Yes

No

Do you receive contributions from the Government/your employer?

Yes

No

Section 7: Expenses

Did you make a charitable donation to a US organization?

Yes

No

Amount donated

Do you have a mortgage?

Yes

No

Amount of mortgage

Do you have tuition related expenses including loans?

Yes

No

Amount of tuition related expenses / loans

Section 8: Rental Property

Do you own a rental property?

Yes

No

Address of Property

Purchase Date

Dates used as rental:

From

To

Have you made any capital improvements to the property?

Yes

No

Amount

Section 9: Foreign Trusts

Are you a Trustee, Beneficiary, or Settlor of a trust domiciled outside of the US?

Yes

No

Did you receive a distribution from a foreign trust?

Yes

No

Did you contribute property or cash to a foreign trust?

Yes

No

Did you receive a gift or inheritance from a non-US person that exceeds $100,000 USD?

Yes

No

Section 10: Foreign Corporations and Partnerships

Do you hold shares or interest in a foreign company or partnership?

Yes

No

Please List

Company Name

Shareholding / Interest %

Date of company formation

Does your Spouse share ownership?

Yes

No