Credo Tax Strategy Session: Client Information Name We look forward to completing your strategy session! While a strategy session is always two-way conversation, it always helps us to have as much data as possible! Please complete the form below and upload updated financials to your Onvio portal! First and Last Name * Email Address * Do you have a business? * Yes None If yes (you have a business), indicate the Total Current Year Projected Business Income (If you have multiple businesses, please list by business). Please describe any short and long term investment information. If you are receiving dividends, list them here. Are you a W-2 employee? * Yes No If yes, what is your projected annual salary, including bonuses or stock options? Please list spouse income here * Indicate if NA. Please tell us about any life changing events that would impact your tax strategy. Includes buying or selling a home, having a child, etc. Is there anything else you want us to take into consideration when completing your tax strategy? reCaptcha
