Client Tax Questionnaire
  • Client Tax Questionnaire

    Thank you for taking time to complete the Client Tax Questionnaire. This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
  • IMPORTANT: AFTER THE COMPLETION OF THIS FORM, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. AFTER CLICKING THE SUBMIT BUTTON, A CONFIRMATION EMAIL WILL BE SENT.  

    Please also note that to comply with federal and state identity theft protection efforts our firm may ask for a valid state issued photo identification card during your engagement.

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  • Format: (000) 000-0000.
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  • Spouse Information

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  • Format: (000) 000-0000.
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  • Dependent Information

  • Dependent 1

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  • Dependent 2

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  • Three or more dependents

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  • Child Care Expense Information

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  • Mortgage and Other Information

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  • Should be Empty: