Tax Client Quote Questionnaire

Tax Client Quote Questionnaire
Section 1: Basic Information
Name*
First Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Are you filing as:*

Individual (For personal tax returns, including W-2 employees and those with dependents.)Small Business (For self-employed individuals, LLCs, corporations, or partnerships.)Both (If you have both personal and business-related tax needs.)
Individual Tax Information
Filing Status:*

SingleMarried Filing JointlyMarried filing SeparatelyHead of HouseholdQualifying Widow(er)Unsure
Income Sources (check all that apply):*

W-2 Employment IncomeSelf-Employment or 1099 IncomeRental IncomeInvestment Income (Stocks, Dividends, Capital Gains)Retirement Income Social Security, Pensions, IRAs)Other
Deductions and Credits (check all that apply):

Childcare ExpensesEducation Expenses (Tuition, Student Loans)Homeownership (Mortgage Interest, Property Taxes)Medical ExpensesCharitable ContributionsOther
Small Business Tax Information
What is your business structure?*

Sole ProprietorshipSingle-Member LLCPartnershipS CorporationC Corporation
How long has your business been operating?*

Less than 1 year1-3 yearsover 3 years
What are your primary sources of Income*

Product SalesService IncomeRental Income (Real Estate)Other
Do you have employees or contractors?*

Yes, employees (W-2s)Yes, contractors (1099s)No
Estimated gross revenue for the year:*

Under 10k10k-50k50k-100kover 100k
Estimated number of transactions per month:*

Less than 5050-200over 200
Do you have up-to-date bookkeeping records?*

YesNo
Additional Information
Do you have a copy of last year's return?

YesNoDid not file last year
Are there any specific concerns or unique situations you'd like us to know about?
Privacy and Consent to Disclosure Statement
At Taxit Financial Services, we value your privacy and are committed to protecting your personal and financial information. The information you provide will be used solely for tax preparation and related financial services as authorized by you.

In compliance with IRS Regulation 7216, we will not disclose or use your tax information for purposes other than preparing, assisting in preparing, or obtaining your consent for e-filing your tax return, unless explicitly authorized by you.

We employ industry-standard safeguards, including encryption and secure storage, to ensure your data is protected against unauthorized access or disclosure. You have the right to review, update, or request the deletion of your personal data at any time by contacting us.

Consent to Disclosure
By providing your information, you consent to the use of your data for tax preparation and related services. If necessary, we may share your information with trusted third-party providers (e.g., tax software companies) for the sole purpose of completing your tax return.

You may revoke this consent at any time by contacting us at:

Phone: 617-313-8802
Email: info@taxitfinancialservices.com
Website: www.taxitfinancialservices.com
Acknowledgment*

I acknowledge that I have read and agree to the Privacy and Consent to Disclosure Statement of Taxit Financial Services.
Next Steps

Once you submit this questionnaire, we’ll review your information and provide you with a detailed quote for your tax preparation services. If we need more information, we’ll contact you via email.
Should be Empty:

Tax Client Quote Questionnaire

Section 1: Basic Information

Individual Tax Information

Small Business Tax Information

Additional Information

Privacy and Consent to Disclosure Statement

Next Steps