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The Process
New Clients
FBAR
Home
The Process
New Clients
FBAR
New Client Questionnaire
Please fill out and submit the questionnaire below, or contact us to schedule a telephone consultation.
Your Full Name
Your Date of Birth
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DD
YYYY
Spouse's Full Name (if applicable)
Spouse's Date of Birth (if applicable)
MM
DD
YYYY
Email address
Best phone number at which to reach you
Preferred method of communication (e.g., Phone, Skype, Whatsapp, etc); provide username if relevant
Names and birthdates of children (or other dependents)
If you are married, is your spouse a US citizen or a US greencard holder?
I am unmarried
Yes, my spouse is a US citizen or greencard holder
No, my spouse is neither of those things
For the following questions provide separate information for yourself and your spouse, if applicable. Provide your spouse's information only if your spouse is a US citizen, US greencard holder, or you have made (or will make) an election to treat your nonresident alien spouse as a US tax resident and to file a joint US tax return.
When did you leave the US to make your home abroad?
Where have you lived over the last 3 years? Provide places and dates.
If not obvious from the above, did you move (not just across town) in 2023? If so, from where to where?
Approximately how many days, if any, did you spend in the US in 2023?
For whom did you work in 2023? If you were self-employed, describe briefly the nature of your work and where you performed it.
Was your earned (work) income for 2023 less than $120,000?
Do you own or rent your home overseas? If you rent, did your total 2023 foreign housing costs (rent, utilities, etc, but not including pay TV or phone) exceed $19,200?
Describe briefly your sources and estimates of unearned income (i.e., investment income such as interest, dividends, etc). Did you engage in any transactions involving virtual/crypto currency during 2023?
Do you own real estate anywhere? If so, where is it located, and did you rent it out?
Did you contribute to, or take distributions from, an IRA or any other type of pension or retirement plan? If so, provide basic information.
Did you have any of the following in 2023: unusually large medical/dental expenses, US state/local taxes, charitable contributions (to US charities), US real estate taxes or mortgage interest?
Did you (or will you) pay any foreign taxes during (or for) the year 2023?
Do you, or your spouse if applicable, have a financial interest in any foreign (i.e., non-US) bank or financial accounts? (Note: This includes foreign accounts of companies or other entities in which you have an over-50% ownership or beneficial interest.)
Do you, or your spouse if applicable, have signature authority over any foreign financial account(s) in which you do not have a financial interest? (For example, can you control the foreign account of your employer, or any other person such as a friend or relative?)
Do you have an ownership interest in any of the following? If so, provide basic information.
- US or foreign partnership
- Foreign corporation
- US or foreign trust (as grantor or beneficiary)
Any other information that you think may be relevant to your 2023 tax situation?
Thank you for your submission! We will get back to you shortly.
