Tax Planning Questionnaire

Wick Law Group strives to make the planning process simple and efficient for clients, but to do this the planning team needs to obtain information from clients.  In order to make our initial client meetings efficient, we ask you to complete a short two-page questionnaire which is provided below.  Thank you for completing the Questionnaire and agreeing to meet with our firm.

Print and complete and return this document.


Questionnaire – pp. 1-2

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