Discovery Meeting Questionnaire - Chatterton & Associates

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Why Chatterton
- Our Clients
- Our Process
Who We Are
- Our Story
- Our Team
What We Do
- Wealth Planning
- Individual Tax Services
- Business Tax Services
- Business Services
Resources
Contact Us

Discovery Meeting Questionnaire

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Step 1 of 9 - Contact Information

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* Indicates Required Fields

Name*

First Last

What is your email address*

Business Tax and Bookkeeping

Do you own a business?*

Yes

No

Tell us a little bit more about your business

How many businesses do you and/or your spouse operate?*

What type of industry best describes your business(es)?*

Construction

Medical/Health Care

Manufacturing

Consulting

Merchandise

Other

If other, please specify:

Roughly, what is your total annual gross revenue?*

How is your business(es) organized?*

Sole-Proprietorship/LLC

S-Corporation

Corporation

Partnership

Tax Exempt Corporation

I don’t know

How do you handle your books?*

I have an employee do the books

I do the books myself

I hire an outside firm to do the books for me

I do not keep formal records

Not including yourself, how many employees do you have?*

0

1-5

6-10

11 or more

Rental Real Estate

Rental properties have many tax benefits, but the rules are complicated. We help you navigate these waters.

Do you own any Rental Real Estate Properties?*

Yes

No

Rental properties can be powerful wealth-building tools — offering tax benefits, cash flow, and appreciation. But the tax rules around them are complex, and opportunities are often missed without the right strategy.

What type(s) of property do you own or manage? Check all that apply*

Single Family Residential

Multi-Family Residential

Apartment Buildings

Commercial Building (Retail, Office, Industrial)

Short-Term or Vacation Rentals

Investments

True tax planning goes beyond deductions — it’s about aligning your investment strategy with both your short-term goals and long-term wealth plan.

Do you currently have investment or retirement accounts (such as an IRA, 401(k), or brokerage account)?*

Yes

No

As a tax planning firm, we look at more than returns — we focus on how your investments and retirement accounts work together to reduce lifetime taxes. Understanding your overall picture helps us identify which strategies (like Roth conversions, capital gains planning, or tax-efficient withdrawals) may apply to you.

Which best describes your current investment and retirement savings?*

I have some savings or retirement accounts, and total investments are under $500,000.

I have between $500,000 and $3 million in combined retirement and investment accounts.

I have more than $3 million in combined retirement and investment accounts.

I prefer not to answer at this time.

How close are you to retirement?*

Within 5 years

Within 10 years

Greater than 10 years

I want to retire but I am not sure if I can

Individual Tax, Trust and Estate

Your legacy deserves careful planning. We work with you to align your personal, trust, and estate strategies to reduce taxes, protect assets, and ensure a smooth transfer to future generations.

Do you have a trust that was created or updated in the last 5 years?*

Yes

No

Are you currently working with a tax professional or firm?*

Yes — and I’m satisfied with my current relationship

Yes — but I’m exploring other options

No — I’m currently looking for a tax professional

I prepare my own taxes

Wrap Up

We appreciate you sharing these details — they’ll help us have a more productive and personalized discussion when we meet. Just a few final questions to wrap up.

What services are you looking for? (Check all that apply)*

Tax Planning

Tax Preparation

Bookkeeping

Profit and Cash Flow Coaching

Retirement Planning

Exit Planning

Business Valuations

Trust Accounting

Other

Are there any other details about your situation you want to share with us?

CONNECT

Chatterton & Associates
3061 E. La Palma Ave, Anaheim, CA 92806
(714) 572-2050

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Advisory and financial planning services offered through Chatterton & Associates, Inc. (“Chatterton”) a registered investment adviser. Registration with the SEC or any State does not imply that the Advisor possesses a certain level of skill or training, or their approval or endorsement of any service provided by Chatterton.

Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.

The Investment Advisor Representatives of Chatterton & Associates also offer securities through Osaic Wealth, Inc., member FINRA/SIPC. Planning You Can Trust is a marketing and communications name for financial and tax planning services offered through Chatterton & Associates and estate planning services offered through The Law Office of James F. Roberts. Listed entities are not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide tax or legal advice.

Chatterton & Associates bookkeeping, tax planning, and tax preparation services are not offered as investment services. EAs and CPAs are not registered or licensed to provide investment advice or transactions.

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The purpose of this website is to provide general information on the subjects discussed. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

This website is not to be considered investment or securities advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. All investments involve risk, including the possible loss of principal, that clients should be prepared to bear. Chatterton is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you click a link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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