Charter Boat Questionnaire (Page 1 of 2)
Print these two pages, complete, and
Mail to: Mike Kimball, CPA, 777 S. Broadway, Tyler, Texas 75701
or FAX to: (903) 597-3811
Note: All information on this questionnaire is considered confidential.
__________________________________________________________________
Page 1 - Personal
Name: __________________________________________
Address: __________________________________
City: ____________________ State: _________________ Zip: ____________
Home Phone: _________________ Work Phone: __________________
E-mail: ________________________________
_________________________________________________________________
1. Principal occupation and investments?
2. Objectives:
Recreational use? (Very important-please be specific.)
Personal participation in chartering operation of boat?
3. Preference if choice of tax planning and reporting positions available?
(Aggressive, reasonable but less IRS exposure, conservative)
4. How long do you expect to own this boat?
5. What do you expect to do with it after it is removed from charter service?
(Sell, trade, convert to personal use, other)
6. Do you presently own more than one residence for which you claim
mortgage interest deductions?
7. May we discuss this matter with your primary accountant or tax advisor?
If so, please provide name and phone number.
8. If you choose not to buy a charter boat, is it likely that you will buy or
continue to own a boat used exclusively for recreational use?
9. Please include any other information you feel is pertinent, or any
specific concerns or questions you would like us to consider.
go to Charter Boat Questionnaire, page 2-->
