Proposal Request

Please complete this brief questionnaire and provide as much information as possible.

Proposal Request

Do you pay foreign taxes? *
My work situation can be described as: (check all that apply) *
What is the amount of your annual compensation or business profits? *
Do you have a non-U.S. retirement account? *
Do you own or sign on any non-US bank or financial accounts? *
Do you own any of the following foreign investments outside of an employer retirement plan: mutual funds, ETFs, unit trusts, life insurance, annuities? *
Are you currently under audit or have you received any IRS correspondence? *
Do you own any U.S. based property or U.S. brokerage accounts? *
Do you own any foreign corporations or partnerships? *