DWP Tax Questionnaire

Digital Wealth Partners > DWP Tax Questionnaire

Tax Form

Name

First

Last

Phone

Is your historical tax filings up to date/accurate? (or will we need to go back and amend past years or correct for errors)

What states did you file?

US Citizen/Residence status?

Approximate net worth?

What digital asset accounting program do you use (if any) historically?

Names of business entities owned?

State or location of incorporation?

Industry?

Approx # of employees

Do you own any interest(s) in foreign entities?

Do you currently have an estate plan?

Who is your trust & estate attorney? (if you have one)

Where is the situs of the trust?

Where are the trustees located?

Where are the beneficiaries located?

Have you filed previous gift tax returns?

Do they have any foreign trusts?

If you are human, leave this field blank.

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