New Tax Client Questionnaire

New Tax Client Questionnaire

Please provide the following information to begin working with us to assist you with your tax needs.
Full Name*

First NameLast Name
Email Address
example@example.com
Phone Number*
Please enter a valid phone number.
Please provide the Tax Year you are looking CJS to prepare*
How would you like to proceed with providing us your tax documents?
Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)
Do you have any dependents?*

YesNo
Number of Dependents
Did you have any major sales or purchases in the tax year?
If yes, please explain.
Do you own a business?*

YesNo
Type of Income*

WagesRetirementSocial Security IncomeSelf-EmploymentRental IncomeInvestments
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.
Should be Empty: