New Tax Client Questionnaire
Please provide the following information to begin working with us to assist you with your tax needs.
Full Name
*
First Name
Last Name
Email Address
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please provide the Tax Year you are looking CJS to prepare
*
Please Select
2024
2023
2022
2021-Previous
How would you like to proceed with providing us your tax documents?
Please Select
In-Person Drop Off
Upload via Secure Document Portal
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Do you have any dependents?
*
Yes
No
Number of Dependents
Did you have any major sales or purchases in the tax year?
If yes, please explain.
Do you own a business?
*
Yes
No
Type of Income
*
Wages
Retirement
Social Security Income
Self-Employment
Rental Income
Investments
Please describe any special tax situations or concerns you have.
*
Phone Call Appointment (all appointments are via phone)
If the above time slots do not work for you, please provide your availability below.
We will do our best to accommodate! Specialized appointments will be set at minimum for the following week.
Submit
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