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 THE OFFICE. AFTER CLICKING THE SUBMIT BUTTON, THE CONFIRMATION EMAIL WILL BE SENT.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.
Are you a new or existing client?*
Tax Year?*
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?*

YesNo
Taxpayer Name*

First NameLast Name
Taxpayer Date of Birth*

MonthDayYear
Date
Taxpayer Social Security Number*
Taxpayer Occupation*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Can another taxpayer claim you as a dependent on their tax return?*

YesNo
Will you be filing a tax return with your spouse?*

YesNo
Did the taxpayer work during tax year?*

YesNo
Taxpayer Photo*

Cancelof
Taxpayer Social Security Card*

Cancelof
Taxpayer Income Documents & Prior Year Tax Return

Cancelof

Spouse Information
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Occupation
Spouse Phone Number
Please enter a valid phone number.
Spouse Email
example@example.com
Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

YesNo
Can another taxpayer claim you as a dependent on their tax return?

YesNo
Did the spouse work during tax year?

YesNo
Spouse Photo Identification

Cancelof
Spouse Social Security Card

Cancelof
Spouse Income Documents

Cancelof

Spouse Information