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Conducting The Financial (433A) Portion of your Consultation(You are filling in the sections on the 433-A as you are asking these questions)Were you referred by your CPA or Attorney?Are there any emergency type situations I should know about (Bank or wage levies)?Do you have copies of any IRS Notices? (have them tell you what they say)Do you have any Real Estate in your name? What’s the FMV? (have Zillow tab open on your computer so you can verify FMV on the spot)Are you a W-2 or SE 1099?What’s your average weekly or monthly or yearly gross income?What are the deductions coming out of your paycheck?Any automatic 401K or pension deductions?How much is coming out for FWT and SWT taxes?Do you have any monies in retirement plans, stocks or other assists?How many people are living in your household?Are you paying for health care insurance that’s deducted from your paycheck? What about out-of-pocket expenses for health care, dentists, optometrists, etc. (not covered)Do you have any live insurance?Is it Term or Whole Life? What are the monthly/quarterly premiums?If Whole Life, what is CSV? Any loans against this?Do you own or lease any vehicles? How many?What’s the value of these (have the KBB tab open on your computer to verify FMV)?How much do you owe on these vehicles? What’s the monthly (lease) payments on these?Do you own any motorcycles, boats, planes?What are monthly living expenses?How many people in your household? (compare to last filed tax return for number dep claimed)Besides, all the normal stuff we all pay, like cell phones, gas, water, trash, electric are there any other large exp0enses I should know about?Are you paying any student loans, child support, alimony or other judgements of any kind?What about Credit Cards?Let’s go through those one at a time.. What are the balances owed, credit limits, any cash advance lines left, monthly payments? ................
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