GW&W CPAs Client Profile


Gerhardson Warner & Wehmhoff CPAs, Ltd.
Client Profile




	Taxpayer name		______________________________				Change in phone #'s / Address (circle)

	Spouse		______________________________

	E-mail address		______________________________

	Children's names and ages		______________________________				______________________________

			______________________________				______________________________

	How were you originally referred to our office?			______________________________


	Are you expecting your tax return to change before we file? Yes / No
		(a minimum fee of $25 will apply for any changes)

	Would you like your tax return e-mailed to you? Yes / No

	Next year, would you like your tax organizer e-mailed to you or accessible via the Web? E-mail / Web


	Attorney's name/phone #		______________________________

	Insurance Agent's name/phone #		______________________________

	Investment Advisor's name/phone #		______________________________


	Do you have a will or trust in place? Yes / No					Referral needed? Yes / No

	Do you have any insurance issues to discuss? Yes / No					Referral needed? Yes / No

	Do you need any investment advisory services? Yes / No					Referral needed? Yes / No

	Current mortgage rate ___________				Any high-interest debt? Yes / No

	Are you currently estate planning with your parents and children? Yes / No

		* One Free Hour Consultation for Parents or Children (Includes free tax return review for past 3 years) *


	Are you planning to buy or sell principal residence, vacation property, or other real estate? Yes / No

	Do you have any issues regarding retirement goals, education planning, insurance, or estate? Yes / No

	Are you expecting any future inheritance or change in lifestyle?							Yes / No



	In order to help determine tax/investment strategies, please provide estimates of the following
									(USE BACK IF NEEDED)
	Real Estate Holdings, Value, and Debt:


	Cash/Savings:


	Investments (Stocks, Mutual Funds, Bonds, etc.):


	Retirement Accounts (Roth IRA, 401K, Traditional IRA, etc.):


	Life/Disability Insurance - term or variable: