(619) 278-2444

Providing Evidence Based Planning Recommendations to Doctors for 43 years.

Employee Form

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Please answer the questions and submit the form.

Employee Census/Feasability Analysis:

Employer Name*:
Phone:
S-Corp. (W-2):
Employer Address*:
Fax:
C-Corp. (W-2) :
Email*:
 
 
Partnership (K-1):
 
*please ensure your email address is correct
 
 
Sole Partnership (Net Schedule C):
Employee Name*
Birth Date*
Date Hired*
1000 Hours per year or more?*
Annual Salary (per W-2)*
Job Title/Description*

Owners (please include percentage of ownership after name)*
Security*: