Personal Tax Plan Questionaire

Personal Tax Plan Questionaire

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Tax Payer's Name
Tax Payer's DOB
Tax Payer Type	Tax Payer Spouse Child Other Dependent
Address:
City
State
Zip Code
Email Address:
Spouse's Name
Spouse's DOB
Children's Names and Dates of Birth
Filing Status	Single Head of Household Married filing Jointly Married filing Separately
Your Home	Rent Your Home Own Your Home Plan to Buy a Second Home Own a 2nd Home
List the state where you own your second home (if other than your resident state)
Life Events	Plan to Marry (within 12 months) Plan to Divorce (within 12 months) Expect a Baby (within 12 months) Pay Daycare Costs Pay or Receive Alimony or Child Support Saving for College Paying College Tuition Supporting Parents Financially Owe $10,000 in Unsecured Debt
Your Business Name
What percentage of this business do you own?
What percentage of this business does your spouse own?
Your Business Type	Start Up (less than 2 years old) Part-Time or Sideline Business Personal Service Business *Check here if your business's principal activity involves personal services in the fields of health, law, engineering, architecture, accounting, actuarial science, performing arts or consulting Business owns Capital Equipment (Machinery, vehicles, etc...) Business owns or occupies real estate Business occupies a home office I/we intend to sell this business I/we intend to leave this business to family
Choice of Entity	Proprietorship (or LLC taxed as proprietorship) Partnership (or LLC taxed as a partnership) S Corporation (or LLC taxed as S Corporation) C Corporation (or LLC taxed as C Corporation)
Your Salary (salary or guaranteed payments only) Enter your salary as reported on Form W2 if your business is incorporated or 'guaranteed payments' you draw from your partnership or LLC.
Your Spouse's Salary or Guarnteed Payments only.
Salaries and Employees	Minor Child or Children Adult Child or Children Non-Family Employees
Benefit Plans offered	Group Health Insurance Health Savings Accounts Medical Expense Reimbursement Plan Flexible Spending Account: Healthcare Flexible Spending Account: Daycare Education Assistance Plan Non Qualified Deferred Compensation Plan SIMPLE IRA SEP-IRA Profit Sharing/Money Purchase Plan 401(k) plan Defined Benefit Plan
If you collect Social Security, How much per year?
If your spouse collects Social Security, How much per year?
Objectives	Invest primarily for income Invest primarily for growth Invest for both income and growth Manage IRA or qualified retirement plan assets Manage Roth IRA assets Own permanent life insurance or annuities
Advanced Strategies	Pay Asset-Management or Financial Planning fees Invest on Margin Periodically or regularly rebalance your portfolio Day-trade or use market-timing strategies Sell Stocks short Hold $100,000 gains in your portfolio Hold $100,000 gain in a single security Hold $100,000 in unrealized portfolio losses Hold $100,000 in capital loss carryforwards
Real Estate Investments	Own real estate in your personal name (individually) Own real estate in your name (jointly with your spouse) Own real estate through an LLC/S corp (individually) Own real estate through an LLC/S corp (jointly with your spouse) Own real estate through an LLC/S corp (with nonfamily partners) Own real estate as a limited partner Wholesale or 'flip' property (individually) Wholesale or 'flip' property (through LLC or S corp) Invest in Mortgage notes or tax lien certificates Report farm income or loss Qualify as a 'real estate professional'

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416 N. Stanton, Suite 600, El Paso, TX 79901
Phone: 888 575-0184 Fax: 915 577-0420 Email: info@cwmllc.com

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