Note: Please do not complete this questionnaire for a business that does not file a separate income tax return. This questionnaire is intended to be completed for a business that files a tax return such as form 1120S or 1065, not for a sole proprietor. If your business activity is filed on a schedule on your personal income tax return, please complete the business tab of the individual questionnaire, rather than this business questionnaire.
It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potentional tax savings and to create a complete and accurate tax return.
SUBMIT YOUR SUPPORTING DOCUMENTS IN ONE OF THE FOLLOWING WAYS:
Upload your information electronically through our secure system, SafeSend. You can find the link in our email signatures OR send us an email at
to request a link
Fax to 970.223.6509
Mail/ Deliver to: 1044 West Drake Road, Suite 201, Fort Collins, CO 80526
We have a drop box outside our office doors that is available Monday - Friday 8am - 5pm. Please use this drop box if you are submitting hardcopies