Individual Client Questionnaire

Individual Client Questionnaire
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
Tax Year(s) needed:*

20212022202320242025Other (explain in "Submit" section)

If yes, complete the table below*

Did anyone on the return have college or trade school tuition or other expenses?*

YesNo
For the "Education Tax Credit" include in your tax documents:
- Student's form "1098-T" Statement from the school;
- Total of out of pocket cost for education expenses (books, supplies, uniforms, equipment, fees, tuition, and parking);
- If no 1098-T, provide the student's name and total cost paid for the year (out of pocket and loans); and the school's name, EIN, and address
Did anyone on the return contribute to an IRA or other pre-tax account?*

YesNo
Did anyone on the return sell any stock or capital asset(s)?*

YesNo
Did anyone on the return withdraw money from a retirement account?*

YesNo
Were you renting the place you lived?*

YesNo
Did you pay mortgage interest?*

YesNo
Did you pay real estate tax?*

YesNo
Did you pay vehicle registration(s)?*

YesNo
Do you want to Direct Deposit your refund(s)?*

YesNo

Submit Form
Comments
- I confirm that all information I entered here is accurate and true.
- I am requesting CFS Consult, and or Prepare tax returns using information provided by me.
- I acknowledge fees for services are due regardless of any calculated income tax refund/(liability).
- CFS may use this information to create a free SmartVault Document Sharing account.
By submitting this document you acknowledge and consent to the above.
Please verify that you are human*
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