Intake Form Number 2
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First Name
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Last Name
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Primary Email
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Primary Phone
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What is your current professional situation?
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Make a selection
EMPLOYEE
SELF-EMPLOYED
RETIRED
UNEMPLOYED/STUDENT
Where do you currently reside?
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When did, or when will, you move to a country outside of the United States?
How long do you intend to stay in such country?
What is your U.S. tax status - e.g. Citizen, Green Card Holder, Resident, Non resident Alien
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Make a selection
Citizen
Green Card Holder
Resident
Non Resident Alien
None of the Above
Do you require assistance with U.S. Tax Compliance?
Make a selection
Yes
No
If you file U.S. tax returns, please advise when was the last year you filed U.S. tax returns?
Do you require assistance with filing French Tax Returns?
Make a selection
Yes
No
If you file French tax returns, please advise when was the last year you filed a French tax returns?
Please advise if you are compliant with your global tax filing requirements (have you filed all returns in the past)?
Make a selection
Yes
No
How did you hear about us? If referred by a client please provide the client's name.
If there is any other information that you believe would guide our initial consultation, please let us know.
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