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Client Questionnaire

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Marital Status

The more we know about your personal and financial situation, the better we can serve you. Please complete every applicable section.
Are you married?
If unmarried, select your status:
Date of Marriage
Is your Spouse liable for taxes owed?
Does Liable Spouse have income?
Does Liable Spouse have Self Employment Income?
Does your Non-Liable Spouse have income?
What is your Non-Liable Spouse's monthly income? (Enter amount next to each income category that applies)
Total: $0.00
Which monthly expenses are shared by your Non-Liable Spouse?
Check all that apply: