• Tax Audit Checklist

  • Please be sure to review this information carefully. Information provided on this form will be used in our firm client database and tax reporting. Estimated Time to Complete: 5 - 15 minutes

  • Income and tax projections: Are you on track?

  • Tax planning needs: How can we help you best?

  • Click on "Go to Next Page" to continue with your questionnaire. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.

  • Financial goals and needs: What is your plan?

  • What are your top 3 financial goals for the next 24-36 months?

  • Personal Finances and Net Worth: How can you track wealth?

  • Retirement Accounts: Help us document your accounts.

  • *Please provide our firm a copy of your current retirement account plan documents.

  • Business Expenses: Capturing all business-related expenses. (check options that apply)

  • Independent Contractors: Are you compliant?

  • Tax Records and Receipts: IRS audit proofing

  • Children You Provide Support to: Ages 17 and under only

  • Children You Provide Support to: Ages 18 and over

  • Rental Properties: Please answer if you own a rental property.

  • You are almost DONE!  Review the two items below. SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting.   YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps.  Thank you for your time in completing this form!
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