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DWP Tax Questionnaire
Digital Wealth Partners
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DWP Tax Questionnaire
Tax Form
Name
*
Name
First
First
Last
Last
Email
*
Phone
*
General Questions
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?
Business Questions
Names of business entities owned?
State or location of incorporation?
Industry?
Approx # of employees
Do you own any interest(s) in foreign entities?
Estate & Trust Questions
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?
Submit
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