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					Tax Action Plan Questionnaire

TRADETHEMARKETS.COM

Greetings!


You are on your way to having your own custom Tax Action Plan. Please
complete and return the questionnaire as
soon as possible. Return it via the contact numbers found at the bottom
of the page.
Your privacy is unconditional. We will never share your information with
any other party.


PERSONAL DATA
YOU SPOUSE John Pierre
Name: Barbara Barbara-Pierre
Address: City: State: Zip: 2955 Shell rd Apt.2f Brooklyn,NY. 11224
Phone: 718-676-5409
E-mail: bajoah2@optonline.net
Birth date (& age): 04-13-1973
Children: Child 1 Name: Age: Child 2 Name: Age:
Dependent? Y Justin Pierre 9yrs ild N Dependent? Y Lukas Pierre 9 months
old N (list others on back)
How did you hear tradethemarkets
about us?
Profession/job: self employ
How much do you
make? $ W2 or 1099 $ W2 or 1099
TRADING DATA
YOU SPOUSE
Investment income (loss) last year:
Capital loss carryover from previous years:
Amount currently using to trade(Please only
list regular accounts, nothing for your
retirement accounts)
Number of trades last year:
Projected trading income this year:
Projected number of trades per month this
year (non-retirement accounts)
Projected number of trades per month this
year (in retirement accounts)
Type of trading: (circle or highlight all of the
trading styles you use) Futures Options Stocks forex Other (describe)
Have you filed a tax return as a Trader in
Securities? Y N Y N
Have you ever filed for mark to market? Y N Y N

14040 N. Cave Creek Rd. Ste. 302, Phoenix, AZ 85022 •
800-938-9513 •
FAX: 602-393-3485
Email: customerservice@tradersaccounting.com
Tax Action Plan Questionnaire

NON-RETIREMENT INVESTMENT ACCOUNTS
Broker # 1: Strategies: Value of account:
Broker #2:
(Please list other brokerage accounts on the back or
type them under Additional Info)
Strategies: Value of account:
Mutual funds & other long term instruments: Value:
RETIREMENT ACCOUNTS
Retirement Account #1: $ Type: IRA Roth 401K 403B Are you investing? Y N
Retirement Account #2: $
(Please list other retirement accounts on the back or
type them under Additional Info)
Type: IRA Roth 401K 403B Are you investing? Y N
Value Of Any Other Pension (Specify):
REAL ESTATE
Residence: Value: State: Debt:
Second Home: Value: State: Debt:
Rental #1 (describe): Value: State: Debt:
Rental #2 (describe): Value: State: Debt:
Rental #3 (describe):
Please list other real estate on separate page or
under Additional Info)
Value: State: Debt:
Existing Entities you use for your investments?
(Please circle or highlight all that you use) Corporation LLC LP Other
Do You Have A Living Trust? Y N
If no would you like information on living trusts? Y N
OTHER BUSINESSES YOU OWN
Provide a list of all businesses owned,
including home based and network marketing: Type of Business Structured
as:
Business 1 name: Corp LLC LP
Sole Proprietorship
Business 2 name: Corp LLC LP
Sole Proprietorship
Business 3 name: Corp LLC LP
Sole Proprietorship
If a partnership, who is the General Partner?

14040 N. Cave Creek Rd. Ste. 302, Phoenix, AZ 85022 •
800-938-9513 •
FAX: 602-393-3485
Email: customerservice@tradersaccounting.com
Tax Action Plan Questionnaire

BUSINESS EXPENSES
Have you attended a training class for trading? Name:
Date: Cost::
Have you attended a training class for trading? Name:
Date: Cost::
Have you attended a training class for trading? Name:
Date: Cost::
Have you scheduled a new training class? Name:
Date: Cost::
Does your medical insurance require a co-pay &
deductible? Y N
Annually, how much does your family spend on
medical (out of pocket): include all insurance
payments, deductible, co-pay, prescriptions, and items
not covered by your insurance.
$
ADDITIONAL INFORMATION
How much do you need to take out of your trading account for personal use
per month? $2000.00
When do you expect to be trading full time for a living? 3 weeks from now
Year?
Explain your trading goals this year: $24k plus
Explain your trading goals for the next five years: 24k,50k,100k,150k,
200k
Why are you trading? Please provide your ultimate goal, and the time
frame:
Other information you believe we need in order to tailor a personal Tax
Action Plan for you:

14040 N. Cave Creek Rd. Ste. 302, Phoenix, AZ 85022 •
800-938-9513 •
FAX: 602-393-3485
Email: customerservice@tradersaccounting.com