2024 Client Tax Questionnaire Logo
  • 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 ALL APPLICABLE PARTS OF THIS FORM, IT MUST BE CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. IT SHOULD BE NOTED THAT 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.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
    • PERSONAL INFORMATION 
    •  - -
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • SPOUSE INFORMATION 
    • Spouse Information

    •  - -
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
  •  
  • Self Employment Questionnaire

  •  
  •  
  •  
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
    • EDUCATION CREDITS 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • MARKET PLACE INSURANCE 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • UNEMPLOYMENT 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • HOMEOWNERS 
    • Mortgage and Other Information

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • STUDENT LOAN INTEREST 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
  •  
  • Powered by Jotform SignClear
  • Powered by Jotform SignClear
  • Should be Empty: