2022 TAX FILING QUESTIONNAIRE

Banking and Acknowledgement
Please upload a copy of you state driver's license.*

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Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?*

YesNo
If you are due a refund, would you like to receive it via Direct deposit?*

YesNo
If yes, please upload a voided check or statement with account number and routing number.

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If you have a balance due, would you like to make a payment directly from your bank account?*

YesNo
If yes, please upload a voided check or statement with account number and routing number.

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Please upload 2020 prior year return here.

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***Please note that if EFS Group, PLLC completed your returns last year, there is no need to upload here. Cancelof
EFS Group, PLLC will prepare your business and individual tax return from the information you have provided. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return.

I, the taxpayer named above, have provided to EFS Group, PLLC the attached tax information and to the best of my knowledge, this information is true, correct and complete.

I declare that I understand all the above questions and have answered them truthfully to the best of my ability and will not hold my tax preparer responsible for any misleading information.
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TAX CLIENT PROFILE QUESTIONNAIRE