Person Completing Response *

First Name

Last Name

What type of retirement plans do you have? *

Select all that apply

Personal Traditional IRA

Personal Traditional IRA for spouse

Personal Roth IRA

Personal Roth IRA for spouse

SEP IRA

SIMPLE IRA

Individual 401k

Group 401k (for you and your employees)

Defined Benefit Plan

Retirement Plan from Other W-2 Employment

None, please discuss options with me

None, not interested in setting one up

Would you like to contribute the maximum possible to your retirement plans this year? *

Yes

No, I don't want to contribute this year

Maybe, let me know what the maximum is when the plan is completed

Do you need us to prepare any Form 1099s for independent contractors you paid during the year? *

Cost if you use our worksheet: $60 for 1-2 forms, $110 for 3-5, $175 for 6-10, $20 each 10+. Price is higher if you don't use our worksheet. We will provide worksheet to use if you select yes.

Yes

No