The Sequoia Group

Client Intake Form

CONTACT US







Are you a U.S. citizen?

Marital Status

Do you presently have any judgments or tax liens against you?

Have you ever filed for bankruptcy?

Are you presently involved in any civil or criminal litigation?

Are you presently involved in an IRS tax dispute including an offer in compromise or tax court appeal?

Do you presently have any interest in an offshore trust or corporate entities?

If you wish (but it is not necessary for this initial communication) you may provide your approximate net worth





Area(s) of Interest: