Individual Client Questionnaire

  • Individual Client Questionnaire

  • Filing Status*
  • Tax Year(s) needed:*
    • Primary Information 
    • Format: 000-00-0000.
    • Date of Birth*
       - -
    • Taxpayer Date of Death (if applicable)
       - -
    • Rows
    • Format: (000) 000-0000.
    • Employment Status*
    • Did you work from home?*

    • The "Home Office" deduction will require this information for the tax year:

      • Square Footage of the office and the home;
      • Rent or Mortgage Interest;
      • Insurance;
      • Utilities;
      • Maintenance & Repairs;
      • Other Costs Related to Home 
    • Did you receive Social Security?*
    • Were you a full-time student?*
    • Are you totally and permanently disabled?*
    • Are you legally blind?*
    • Did you have any Dependent(s) during the Tax Year(s) requested:*
    • Spouse Information (if Filing Jointly or Married Filing Separate) 
    • Format: 000-00-0000.
    • Spouse's Date of Birth*
       - -
    • Spouse's Date of Death (if applicable)
       - -
    • Rows
    • Format: (000) 000-0000.
    • Spouse's Employment Status*
    • Did Spouse work from home?*

    • The "Home Office" deduction will require this information for the tax year:

      • Square Footage of the office and the home;
      • Rent or Mortgage Interest;
      • Insurance;
      • Utilities;
      • Maintenance & Repairs;
      • Other Costs Related to Home 
    • Did Spouse receive Social Security?*
    • Is Spouse legally blind?*
    • Was Spouse a full-time student?*
    • Is Spouse totally and permanently disabled?*
    • Dependents 
    • Rows
    • Did you have DEDUCTIBLE Childcare Expenses?*
    • Rows
    • Tax Questions (for tax year(s) requested) 
    • Did you, your spouse, and or dependents have health insurance?*
    • Rows
    • Did anyone on the return have college or trade school tuition or other expenses?*

    • For the "Education Tax Credit" Student Must Provide form 1098-T or School Name and EIN, and should include totals for out of pocket cost for education (books, supplies, uniforms, equipment, fees, tuition, and or parking).

    • Did anyone on the return contribute to an IRA or other pre-tax account?*
    • Did anyone on the return sell any stock or capital asset(s)?*
    • Did anyone on the return withdraw money from a retirement account?*
    • Did you or your spouse use your personal vehicle for work?*
    • Were you renting the place you lived?*
    • Did you pay vehicle registration(s)?*
    • Do you want Direct Deposit of refund(s)?*
    • Do you want Electronic Withdrawal of Amounts Owed?*
    • Rows
    • Submit Form 

    • By submitting this form you:

      • Confirm the information entered herein is accurate and true;
      • Request CFS prepare your tax return using information provided by you;
      • Acknowledge fees for services are due regardless of tax refund/(liability);
      • Approve the creation of your free SmartVault Document Sharing account.
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    • Should be Empty: