One Financial Services- Tax Planning Questionnaire

Tax Services Questionnaire

Please fill in this survey information so we can help you.
Name *

First Name Last Name
Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
Phone *

Area Code Phone Number
E-mail *
Birth Date *

Month Day Year
Career *
Why are you in need of tax planning services?

I did my taxes myself I don't like my accountant I just moved
Which tax forms do you receive? *

W2 1099 K1
Do you own your home? *

Yes No
What is your total annual household income? *

$1 - $24,999 $25,000 - $49,999 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $749,999 $750,000 - $999,999 1,000,000+
How much do you have in investments? *

$1 - $24,999 $25,000 - $49,999 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $749,999 $750,000 - $999,999 1,000,000+
How were your taxes filed in the past?

CPA Software
Is there an advisor that you'd prefer to meet with?

Yes, Jack Morrone Yes, Rob Pretopapa Yes, Rick Feauve Yes, Chuck Schubert No, I would like you to determine which advisor will best suit my needs
Should be Empty:

Tax Services Questionnaire