{"id":1692,"date":"2021-10-20T10:27:58","date_gmt":"2021-10-20T14:27:58","guid":{"rendered":"https:\/\/www.whitcomb.com\/?page_id=1692"},"modified":"2022-03-07T09:23:55","modified_gmt":"2022-03-07T13:23:55","slug":"discovery-information","status":"publish","type":"page","link":"https:\/\/www.whitcomb.com\/discovery-information\/","title":{"rendered":"Discovery Information"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1692\" class=\"elementor elementor-1692\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5835198 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5835198\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-be464a3\" data-id=\"be464a3\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aff5a89 elementor-widget elementor-widget-text-editor\" data-id=\"aff5a89\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\tPlease provide the information requested below, prior to your first meeting, so we can serve you more efficiently. \n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48cc08b uael-gf-ajax-true uael-gf-style-box uael-gf-input-size-sm uael-gf-enable-classes-no uael-gf-button-left uael-gf-btn-size-sm elementor-widget elementor-widget-uael-gf-styler\" data-id=\"48cc08b\" data-element_type=\"widget\" data-widget_type=\"uael-gf-styler.default\">\n\t\t\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div class=\"uael-gf-style uael-gf-check-style elementor-clickable\">\n\t<script type=\"text\/javascript\">var gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener(\"DOMContentLoaded\",o):document.addEventListener(\"gform_main_scripts_loaded\",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook(\"action\",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook(\"filter\",o,n,r,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,n){gform.removeHook(\"action\",o,n)},removeFilter:function(o,n,r){gform.removeHook(\"filter\",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+\"_\"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==n?t.apply(null,r):r[0]=t.apply(null,r)})),\"filter\"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});<\/script>\n                <div class='gf_browser_safari gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_2' style='display:none'><form method='post' enctype='multipart\/form-data'  id='gform_2'  action='\/wp-json\/wp\/v2\/pages\/1692' data-formid='2' novalidate><div class='gf_invisible ginput_recaptchav3' data-sitekey='6LebxGYeAAAAAL-eXsk7DMEr5Jz115XXl1hkqtPp' data-tabindex='5'><input id=\"input_c599f72f82d4a850e820b72105c86b2f\" class=\"gfield_recaptcha_response\" type=\"hidden\" name=\"input_c599f72f82d4a850e820b72105c86b2f\" value=\"\"\/><\/div>\n                        <div class='gform-body gform_body'><div id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below'><fieldset id=\"field_2_1\" class=\"gfield gfield--type-name gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_1\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name no_last_name no_suffix gf_name_has_1 ginput_container_name gform-grid-row' id='input_2_1'>\n                            \n                            <span id='input_2_1_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_1.3' id='input_2_1_3' value='' tabindex='7'  aria-required='true'     \/>\n                                                    <label for='input_2_1_3' class='gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text'>First<\/label>\n                                                <\/span>\n                            \n                            \n                            \n                        <\/div><\/fieldset><fieldset id=\"field_2_2\" class=\"gfield gfield--type-name gfield--width-full field_sublabel_hidden_label gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_2\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Spouse Name<\/legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name no_last_name no_suffix gf_name_has_1 ginput_container_name gform-grid-row' id='input_2_2'>\n                            \n                            <span id='input_2_2_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_2.3' id='input_2_2_3' value='' tabindex='12'  aria-required='false'     \/>\n                                                    <label for='input_2_2_3' class='gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text'>First<\/label>\n                                                <\/span>\n                            \n                            \n                            \n                        <\/div><\/fieldset><fieldset id=\"field_2_3\" class=\"gfield gfield--type-address gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_3\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend>    \n                    <div class='ginput_complex ginput_container has_street has_city has_state has_zip ginput_container_address gform-grid-row' id='input_2_3' >\n                         <span class='ginput_full address_line_1 ginput_address_line_1 gform-grid-col' id='input_2_3_1_container' >\n                                        <input type='text' name='input_3.1' id='input_2_3_1' value='' tabindex='16'   aria-required='true'    \/>\n                                        <label for='input_2_3_1' id='input_2_3_1_label' class='gform-field-label gform-field-label--type-sub '>Street Address<\/label>\n                                    <\/span><span class='ginput_left address_city ginput_address_city gform-grid-col' id='input_2_3_3_container' >\n                                    <input type='text' name='input_3.3' id='input_2_3_3' value='' tabindex='17'   aria-required='true'    \/>\n                                    <label for='input_2_3_3' id='input_2_3_3_label' class='gform-field-label gform-field-label--type-sub '>City<\/label>\n                                 <\/span><span class='ginput_right address_state ginput_address_state gform-grid-col' id='input_2_3_4_container' >\n                                        <select name='input_3.4' id='input_2_3_4' tabindex='18'    aria-required='true'    ><option value='' selected='selected'><\/option><option value='Alabama' >Alabama<\/option><option value='Alaska' >Alaska<\/option><option value='American Samoa' >American Samoa<\/option><option value='Arizona' >Arizona<\/option><option value='Arkansas' >Arkansas<\/option><option value='California' >California<\/option><option value='Colorado' >Colorado<\/option><option value='Connecticut' >Connecticut<\/option><option value='Delaware' >Delaware<\/option><option value='District of Columbia' >District of Columbia<\/option><option value='Florida' >Florida<\/option><option value='Georgia' >Georgia<\/option><option value='Guam' >Guam<\/option><option value='Hawaii' >Hawaii<\/option><option value='Idaho' >Idaho<\/option><option value='Illinois' >Illinois<\/option><option value='Indiana' >Indiana<\/option><option value='Iowa' >Iowa<\/option><option value='Kansas' >Kansas<\/option><option value='Kentucky' >Kentucky<\/option><option value='Louisiana' >Louisiana<\/option><option value='Maine' >Maine<\/option><option value='Maryland' >Maryland<\/option><option value='Massachusetts' >Massachusetts<\/option><option value='Michigan' >Michigan<\/option><option value='Minnesota' >Minnesota<\/option><option value='Mississippi' >Mississippi<\/option><option value='Missouri' >Missouri<\/option><option value='Montana' >Montana<\/option><option value='Nebraska' >Nebraska<\/option><option value='Nevada' >Nevada<\/option><option value='New Hampshire' >New Hampshire<\/option><option value='New Jersey' >New Jersey<\/option><option value='New Mexico' >New Mexico<\/option><option value='New York' >New York<\/option><option value='North Carolina' >North Carolina<\/option><option value='North Dakota' >North Dakota<\/option><option value='Northern Mariana Islands' >Northern Mariana Islands<\/option><option value='Ohio' >Ohio<\/option><option value='Oklahoma' >Oklahoma<\/option><option value='Oregon' >Oregon<\/option><option value='Pennsylvania' >Pennsylvania<\/option><option value='Puerto Rico' >Puerto Rico<\/option><option value='Rhode Island' >Rhode Island<\/option><option value='South Carolina' >South Carolina<\/option><option value='South Dakota' >South Dakota<\/option><option value='Tennessee' >Tennessee<\/option><option value='Texas' >Texas<\/option><option value='Utah' >Utah<\/option><option value='U.S. Virgin Islands' >U.S. Virgin Islands<\/option><option value='Vermont' >Vermont<\/option><option value='Virginia' >Virginia<\/option><option value='Washington' >Washington<\/option><option value='West Virginia' >West Virginia<\/option><option value='Wisconsin' >Wisconsin<\/option><option value='Wyoming' >Wyoming<\/option><option value='Armed Forces Americas' >Armed Forces Americas<\/option><option value='Armed Forces Europe' >Armed Forces Europe<\/option><option value='Armed Forces Pacific' >Armed Forces Pacific<\/option><\/select>\n                                        <label for='input_2_3_4' id='input_2_3_4_label' class='gform-field-label gform-field-label--type-sub '>State<\/label>\n                                      <\/span><span class='ginput_left address_zip ginput_address_zip gform-grid-col' id='input_2_3_5_container' >\n                                    <input type='text' name='input_3.5' id='input_2_3_5' value='' tabindex='20'   aria-required='true'    \/>\n                                    <label for='input_2_3_5' id='input_2_3_5_label' class='gform-field-label gform-field-label--type-sub '>ZIP Code<\/label>\n                                <\/span><input type='hidden' class='gform_hidden' name='input_3.6' id='input_2_3_6' value='United States' \/>\n                    <div class='gf_clear gf_clear_complex'><\/div>\n                <\/div><\/fieldset><div id=\"field_2_4\" class=\"gfield gfield--type-phone gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_4\" ><label class='gfield_label gform-field-label' for='input_2_4'>Phone<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_phone'><input name='input_4' id='input_2_4' type='tel' value='' class='large' tabindex='21'  aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_5\" class=\"gfield gfield--type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_5\" ><label class='gfield_label gform-field-label' for='input_2_5'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_5' id='input_2_5' type='email' value='' class='large' tabindex='22'   aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><fieldset id=\"field_2_6\" class=\"gfield gfield--type-radio gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_6\" ><legend class='gfield_label gform-field-label' >I prefer to be contacted by<\/legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_2_6'>\n\t\t\t<div class='gchoice gchoice_2_6_0'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_6' type='radio' value='Phone'  id='choice_2_6_0' onchange='gformToggleRadioOther( this )'  tabindex='23'  \/>\n\t\t\t\t\t<label for='choice_2_6_0' id='label_2_6_0' class='gform-field-label gform-field-label--type-inline'>Phone<\/label>\n\t\t\t<\/div>\n\t\t\t<div class='gchoice gchoice_2_6_1'>\n\t\t\t\t\t<input class='gfield-choice-input' name='input_6' type='radio' value='Email'  id='choice_2_6_1' onchange='gformToggleRadioOther( this )'  tabindex='24'  \/>\n\t\t\t\t\t<label for='choice_2_6_1' id='label_2_6_1' class='gform-field-label gform-field-label--type-inline'>Email<\/label>\n\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_2_7\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_7\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Personal finances: Please select the area(s) of concern<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox' id='input_2_7'><div class='gchoice gchoice_2_7_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.1' type='checkbox'  value='I need help preparing my tax return to maximize my personal tax savings.'  id='choice_2_7_1' tabindex='25'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_1' id='label_2_7_1' class='gform-field-label gform-field-label--type-inline'>I need help preparing my tax return to maximize my personal tax savings.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.2' type='checkbox'  value='I received a tax notice from the IRS or another government agency. Now what?'  id='choice_2_7_2' tabindex='26'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_2' id='label_2_7_2' class='gform-field-label gform-field-label--type-inline'>I received a tax notice from the IRS or another government agency. Now what?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.3' type='checkbox'  value='How do I invest to meet my future goals?'  id='choice_2_7_3' tabindex='27'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_3' id='label_2_7_3' class='gform-field-label gform-field-label--type-inline'>How do I invest to meet my future goals?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.4' type='checkbox'  value='When will I have enough saved for retirement?'  id='choice_2_7_4' tabindex='28'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_4' id='label_2_7_4' class='gform-field-label gform-field-label--type-inline'>When will I have enough saved for retirement?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.5' type='checkbox'  value='College is expensive! How do I save for that?'  id='choice_2_7_5' tabindex='29'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_5' id='label_2_7_5' class='gform-field-label gform-field-label--type-inline'>College is expensive! How do I save for that?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.6' type='checkbox'  value='I need a plan to reduce my debt and stick to a budget.'  id='choice_2_7_6' tabindex='30'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_6' id='label_2_7_6' class='gform-field-label gform-field-label--type-inline'>I need a plan to reduce my debt and stick to a budget.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.7' type='checkbox'  value='Do I have the right amount of life insurance?'  id='choice_2_7_7' tabindex='31'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_7' id='label_2_7_7' class='gform-field-label gform-field-label--type-inline'>Do I have the right amount of life insurance?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.8' type='checkbox'  value='Do I need a trust or a will for assets to transfer to my family?'  id='choice_2_7_8' tabindex='32'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_8' id='label_2_7_8' class='gform-field-label gform-field-label--type-inline'>Do I need a trust or a will for assets to transfer to my family?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_7_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_7.9' type='checkbox'  value='Other (please specify)'  id='choice_2_7_9' tabindex='33'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_7_9' id='label_2_7_9' class='gform-field-label gform-field-label--type-inline'>Other (please specify)<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_2_9\" class=\"gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible\"  data-js-reload=\"field_2_9\" ><label class='gfield_label gform-field-label' for='input_2_9'>Other<\/label><div class='ginput_container ginput_container_text'><input name='input_9' id='input_2_9' type='text' value='' class='large'   tabindex='34' placeholder='Other'  aria-invalid=\"false\"   \/> <\/div><\/div><fieldset id=\"field_2_11\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_11\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Business finances: Please select the area(s) of concern<\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox' id='input_2_11'><div class='gchoice gchoice_2_11_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.1' type='checkbox'  value='I\u2019m just getting started \u2013 what do I do first?'  id='choice_2_11_1' tabindex='35'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_1' id='label_2_11_1' class='gform-field-label gform-field-label--type-inline'>I\u2019m just getting started \u2013 what do I do first?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.2' type='checkbox'  value='What accounting software is best for me?'  id='choice_2_11_2' tabindex='36'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_2' id='label_2_11_2' class='gform-field-label gform-field-label--type-inline'>What accounting software is best for me?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.3' type='checkbox'  value='I would like help with bookkeeping and bank reconciliations.'  id='choice_2_11_3' tabindex='37'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_3' id='label_2_11_3' class='gform-field-label gform-field-label--type-inline'>I would like help with bookkeeping and bank reconciliations.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.4' type='checkbox'  value='I have questions about various taxes (CAT, sales tax, etc.)'  id='choice_2_11_4' tabindex='38'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_4' id='label_2_11_4' class='gform-field-label gform-field-label--type-inline'>I have questions about various taxes (CAT, sales tax, etc.)<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.5' type='checkbox'  value='My business needs help filing its income taxes to maximize my tax savings.'  id='choice_2_11_5' tabindex='39'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_5' id='label_2_11_5' class='gform-field-label gform-field-label--type-inline'>My business needs help filing its income taxes to maximize my tax savings.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.6' type='checkbox'  value='My business needs payroll assistance.'  id='choice_2_11_6' tabindex='40'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_6' id='label_2_11_6' class='gform-field-label gform-field-label--type-inline'>My business needs payroll assistance.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_7'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.7' type='checkbox'  value='I would like financial statements to analyze my business performance.'  id='choice_2_11_7' tabindex='41'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_7' id='label_2_11_7' class='gform-field-label gform-field-label--type-inline'>I would like financial statements to analyze my business performance.<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_8'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.8' type='checkbox'  value='How is it best to transition my business to the next generation?'  id='choice_2_11_8' tabindex='42'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_8' id='label_2_11_8' class='gform-field-label gform-field-label--type-inline'>How is it best to transition my business to the next generation?<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_2_11_9'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_11.9' type='checkbox'  value='Other (please specify)'  id='choice_2_11_9' tabindex='43'  \/>\n\t\t\t\t\t\t\t\t<label for='choice_2_11_9' id='label_2_11_9' class='gform-field-label gform-field-label--type-inline'>Other (please specify)<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_2_12\" class=\"gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_visible\"  data-js-reload=\"field_2_12\" ><label class='gfield_label gform-field-label' for='input_2_12'>Other<\/label><div class='ginput_container ginput_container_text'><input name='input_12' id='input_2_12' type='text' value='' class='large'   tabindex='44' placeholder='Other'  aria-invalid=\"false\"   \/> <\/div><\/div><div id=\"field_2_10\" class=\"gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_10\" ><label class='gfield_label gform-field-label' for='input_2_10'>What is the most important thing we should discuss?<\/label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_2_10' type='text' value='' class='large'   tabindex='45'   aria-invalid=\"false\"   \/> <\/div><\/div><div id=\"field_2_13\" class=\"gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_2_13\" ><label class='gfield_label gform-field-label' for='input_2_13'>Overall, what would you like to improve about your current financial situation?<\/label><div 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