Congratulations! You are now a Titan VIP Client. This questionnaire is the foundation of everything we build together across your 12-month engagement. Your advisor and dedicated team use every answer to execute your strategies, structure your business, and architect your complete wealth protection across all phases.
Be thorough — the more we know, the more we save. ✦
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Before We Dive In — Your Vision
What Does Winning Look Like?
These two questions set the entire direction of your strategy. Answering them honestly and specifically helps your Titan team build a plan that's truly built around you — not a template. No wrong answers here!
01How important is protecting your assets from lawsuits and creditors? *
Top priority — I want this done right, starting now
Important — I've thought about it but haven't acted yet
Somewhat important — open to learning more
Not a current concern
02How important is building a legacy for your children and future generations? *
Extremely important — this is a primary goal
Important — I want a plan in place
Somewhat important — haven't thought about it in detail
Not a current priority
Category 01 / 12
Personal & Household
The foundation of your profile — helps us tie everything together precisely.
01
03Social Security Number *
256-bit encrypted · stored securely in your Titan vault
Format: XXX-XX-XXXX
04Are you married or filing jointly?
Yes
No
→ Spouse / Partner Details
Format: XXX-XX-XXXX
Employment Status
Employed — W-2
Self-Employed
Business Owner
Not Employed
→ Employer and approximate annual W-2 income
Employer-Sponsored Health Insurance?
Yes
No
05Do you have dependents?
Yes
No
→ Dependent Information
06Do you reside in the same state where your business operates?
Yes
No
→ State of residence and state of business
Category 02 / 12
Business Details
Your entity, operations, and financials — the building blocks of your strategy.
02
07Business EIN *
08Business Address *
09Business Phone
Format: XXX-XXX-XXXX
10Business Website
11Date business was officially formed *
12Registered or operating in other states?
Yes
No
→ List all additional states
13Multiple business entities?
Yes
No
→ Name, type, EIN, and state for each
14Three largest business expense categories *
15Bookkeeper or accountant managing your books?
Yes
No
→ Name and contact information
16Accounting software
QuickBooks Online
QuickBooks Desktop
Xero
Wave
FreshBooks
Excel / Manual
None
Other
17Are your books current and fully reconciled? *
Yes — fully reconciled and current
No — behind on reconciliation
Unreconciled or inaccurately categorized
Not sure / never been done
→ Last reconciliation date (if known)
⚠ Important — Please Read
Unreconciled or inaccurately categorized books lead to inaccurate strategies, missed deductions, and overpaid taxes. Your Titan team will need to establish a clean financial baseline before executing Phase 2. We'll address this in Phase 1 — just giving you a heads-up that clean books = a bigger payoff. 💪
Category 03 / 12
Income Profile
All income sources across your household — determines which strategies apply and how they're calculated.
03
18Current income sources — select all that apply *
Business profit / distributions
W-2 from own business
W-2 from separate employer
Spouse / partner W-2
1099 / freelance / contract
Rental income
Dividends / interest / capital gains
Social Security
Pension / annuity
Cryptocurrency
Trust distributions
Other
19Total household income — current year *
20Total household income — prior year *
21K-1s received last year?
Yes
No
→ Entity name and income / loss
22Large one-time income event in the past two years?
Yes
No
→ Event type and approximate amount
23Foreign income or financial accounts outside the US?
Yes
No
→ Country, type, and approximate amount
Category 04 / 12
Detailed Tax Position
Your prior year figures — the baseline from which all strategies are calculated. These numbers matter a lot, so be as accurate as possible!
04
24Federal income taxes paid — prior year *
💸 10-Year "No Planning" Cost to You
This is how much you'd hand to the IRS over 10 years without a proactive tax strategy. Let's change that.
25State income taxes paid — prior year
💸 10-Year State Tax Without Planning
Combined with federal, your 10-year total without strategy could be substantial. Titan's job is to reduce both.
26Self-employment taxes paid — prior year
27Estimated quarterly payment — amount per quarter
28Refund or owed when you filed last year? *
Received a refund
Owed additional taxes
Broke even
→ Approximate amount
29Outstanding IRS balances, payment plans, or notices?
Yes
No
→ Situation, amount, and current status
30Ever been audited by the IRS?
Yes
No
→ Year and outcome
31Prior two years of returns filed? *
Yes — both years filed and current
One year is outstanding
Both years are outstanding
Currently on extension
→ Which year(s)?
32Who prepared your most recent returns?
Category 05 / 12
Entity & Ownership Structure
Who owns what, what structures exist, and what we need to build for your architecture.
05
33Are you 100% the sole business owner? *
Yes — 100% owner
No — there are additional owners
→ Additional Owner Information
34Buy-sell agreement in place?
Yes
No
35Shareholder, partnership, or operating agreement on file?
Yes
No
Not Sure
36Holding company or parent entity above your operating business?
Yes
No
→ Entity name, type, and state
37Separate management company providing services to your business?
Yes
No
→ Entity name and services provided
38Any entity registered in Delaware or Wyoming?
Yes
No
39Any trust structures in place — revocable or irrevocable?
Yes
No
→ Trust Details
40Pending changes to ownership or entity structure?
Yes
No
→ Describe
Category 06 / 12
Payroll & Compensation
How compensation flows — salary, distributions, family payroll, and expense reimbursements.
06
41Payroll provider *
Gusto
ADP
Paychex
QuickBooks Payroll
Manual
Not running
Other
42Payroll frequency *
Weekly
Biweekly
Semimonthly
Monthly
Not running
43Your annual W-2 salary from the business
44Distributions taken in addition to salary?
Yes
No
→ Approximate annual amount
45Family members on payroll?
Yes
No
→ Name, relationship, role, and annual wage
46Non-family employees on payroll?
Yes
No
→ Number of employees and total annual payroll
47Independent contractors?
Yes
No
→ Approximate annual amount paid
48Written Accountable Plan for expense reimbursements?
Yes
No
Not Sure
→ Are you actively submitting expense reports?
Yes — actively used
Plan exists but not being used
Category 07 / 12
Assets & Property
Real estate, vehicles, equipment, and IP — everything to document, protect, and move into your structure.
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Real Estate
49Do you own your primary residence? *
Yes
No — I rent
→ Primary Residence Details
50Do you have a dedicated home office or space where you perform work duties?
Yes — dedicated space, exclusively for business
No dedicated space
Shared space / sometimes work from home
→ Home Office Details
51Investment or rental properties?
Yes
No
→ Address, value, mortgage balance, annual rental income
52Commercial real estate?
Yes
No
→ Describe
Vehicles
53Business-use vehicles — year, make, model, owned/leased, business-use %, annual business miles
54Do you track business mileage?
Yes
No
→ How do you track it?
Equipment & Assets
55Equipment, technology, or furniture purchased this year
56Office, commercial space, or home office improvements this year
57Significant asset purchases planned before year-end
Every account that holds, moves, or grows your money — business, personal, retirement, and investment.
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59Primary business bank *
60Are you open to opening separate accounts that could better serve your long-term financial goals — or are you committed to your current bank?
Absolutely open — I'll go wherever strategy takes me
Open, but prefer to stay with current bank if possible
Committed to my current bank — not looking to change
61Dedicated business savings account?
Yes
No
62Retirement accounts — add all that apply *
63Annual retirement contribution
64Personal investment or brokerage accounts?
Yes
No
→ Provider and approximate balance
65Health Savings Account (HSA)?
Yes
No
→ Approximate current balance
66Outstanding loans — business or personal — beyond primary mortgage?
Yes
No
→ Lender, balance, monthly payment, purpose
Category 09 / 12
Insurance Coverage
Your current coverage — directly impacts your tax strategy and protection structure.
09
67Health insurance plan type *
High Deductible Health Plan (HDHP) — qualifies for HSA
Standard plan — PPO, HMO, or EPO
Not currently insured
Not sure of plan type
68Who pays your health insurance premiums? *
I pay personally
My business pays
Spouse employer plan
Combination
68bMonthly health insurance premium
69Life insurance?
Yes
No
→ Life Insurance Details
70Disability insurance?
Yes
No
→ Monthly benefit amount
71Professional liability or malpractice insurance?
Yes
No
→ Annual premium
72Business liability, general liability, or E&O?
Yes
No
→ Annual premium
Category 10 / 12
Legal & Governance
Your estate plan, legal exposure, and governance documents — the framework protecting everything you've built.
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73Estate plan — reviewed within the last 3 years?
Yes — reviewed within the last 3 years
No — outdated or never reviewed
I don't have an estate plan (yet — that's what we're here for!)
74Designated Successor Trustee or backup decision-maker?
Yes
No
Not Applicable
75Guardian designated for minor children?
Yes
No
Not Applicable
76Active litigation — business or personal?
Yes
No
→ Matter and financial exposure
77Judgment ever entered against you or your business?
Yes
No
→ Year, amount, status
78Personal guarantees on loans, leases, or contracts?
Yes
No
→ Description and amount
79Business attorney or estate planning attorney?
Yes
No
→ Name and firm
Category 11 / 12
Professional & Regulatory Information
Complete if your profession requires a license or regulatory oversight — attorneys, physicians, advisors, CPAs, contractors, real estate professionals, and others.
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80Does your profession require a professional license? *
Yes
No — skip to next section
81Type of professional license
82States where licensed
83License number
84Ownership restrictions — e.g. all owners must hold the same license?
Yes
No
Not Sure
85Ethics or regulatory restrictions affecting how your business can be restructured?
Yes
No
Not Sure
→ Describe the restriction
86Business interests outside your licensed practice?
Yes
No
→ Name, type, ownership %, revenue
Category 12 / 12
Goals & Final Details
Last stretch — tell us what you want to accomplish and anything else your Titan team should know. You're almost done! 🎯
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87Target tax reduction — in dollars or as a percentage *
88Major financial events in the next 12 months — expansion, real estate, equipment, exit?
Yes
No
→ Event, amount, timeline
89Plans to sell your business within 5 years?
Yes
No
Possibly
90Plans to pass your business or assets to family?
Yes
No
Possibly
91Financial advisor, CPA, or estate attorney to coordinate with?
Yes
No
→ Name, firm, and contact for each
92Best phone number to reach you *
Format: XXX-XXX-XXXX
93Best email address
94Preferred contact method
Phone call
Text / SMS
Email
Online Portal
95How did you hear about Titan?
Referral from a client
Social media
Google / online search
Event or podcast
Other
→ Who referred you? (We love to say thank you!)
96Anything else the Titan team should know before we begin fine-tuning and executing your strategy? *
✦
Intake Complete
Titan Tax Advisory · VIP Onboarding
A Strategic Tax Reduction Firm
Your Titan advisor and designated team will review every response and begin perfecting your personalized strategy. You will be contacted via your Online Portal within 3 business days to confirm receipt and schedule your Strategy Kickoff session.
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Answered
12
Categories
5
Phases Covered
Everything you shared is completely confidential.
Stored securely in your permanent Titan vault. Used exclusively in connection with your Titan Tax Advisory engagement, retained for a minimum of 3 years.