Client Application

Name *

First Name

Last Name

Do You Currently Have A Comprehensive Tax Strategy In Place For Your Business Or Personal Finances? *

Yes

No

Are You Based Outside Of The United States And Interested In Investing In Us Markets Or Expanding Your Business To The Us? *

Yes, I am outside of the USA

No, I am in the USA

Non-Disclosure Agreement *

I understand and acknowledge that the information provided to me by Caritas Group (hereinafter referred to as "the Company") regarding its clients, financial strategies, business plans, methodologies, software, systems, processes, and any other proprietary information (collectively referred to as "Confidential Information") is highly sensitive and strictly confidential. Non-Disclosure Obligations: I agree to maintain the confidentiality of all Confidential Information obtained or accessed during my engagement with the Company. I shall not disclose, distribute, copy, or use any Confidential Information for any purpose other than that explicitly authorized by the Company.

I agree and acknowledge the terms