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New Client Questionnaire

Client Intake – Yaacov
What is your name?
What is your name?
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Thank you. Please note that we are a US tax firm and do not prepare Israeli taxes. We suggest you reach out to an Israeli tax firm

What type of entity do you need help with? (click all that apply)
Please check all that apply
Are you ok answering a few more detailed questions (2 minutes tops!), or do you prefer to skip to the end?

I hear ya! Just one last more general question then and all done.

Great, thank you! Let’s get a bit more detailed then.

I have investments in my foreign (non-US) bank accounts
I hold kranot ne’emanut, kranot sal, or ETFs in my foreign (non-US) bank account.
I have made a gift of over $16,000 to someone in recent years
I have received a gift of over $100,000 from a non-US person in recent years
I am the beneficiary of a foreign (non-US) trust
I receive RSUs, Options, or ESPPs from work

Really almost done! Only like 3 more quick questions and were golden.

Do you have rental income (click all that apply)?
Do you own a non-US company?
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