Planning discovery

Quick questions on the business, the family, real estate and what is coming up. Most are yes or no, and the ones that don’t apply to you stay hidden. Every answer is a fact we need; none of them is a decision. When you are done, press Save my answers and send us the file, or print the summary.

Nothing you type leaves this page. Your answers are saved only when you download the file, and only to your own computer. A draft is kept in this browser until you clear it.

Start here

Your name or business name

Planning for tax year

Filled in by

Best email for questions

Leave anything you do not know blank. A blank is better than a guess; we will ask on the call. Dollar amounts can be rounded.

Finish

Save your answers

The file is named for you and the tax year. Send it to your Delta team through the client portal, or hand it to the person on the call.