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New Client Questionnaire-Valerie

Client Intake – Valerie
Client Name
Client Name
First
Last
What type of services are you looking for?
What type of entity do you need help with? (click all that apply)
Are you a US citizen?
What about your spouse?
Please check all that apply:
Do you buy or sell virtual currency?
Do you have investments in your foreign (non-US) bank accounts
Do you hold PFICs?
Have you made a gift of over $16,000 to someone in recent years
Have you received a gift of over $100,000 from a non-US person in recent years?
Are you the beneficiary of a foreign (non-US) trust?
Do you receive RSUs, Options, or ESPPs from work?
Do you have rental income (click all that apply)?
Do you own a non-US company?
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