Personal Tax

Client Questionnaire

Is This The Right Questionnaire For You?

Do you need us to file your personal income tax return?… You are in the right place.

Do you own a business? Need help filing its taxes or with its books?… Please fill out New or Existing Business questionnaire.

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Please Complete the Questionnaire provided below and either have it ready for your appointment, email*, fax, or mail it to our office at your earliest convenience.

* If you email this document, please make sure to password protect the document to avoid compromising your personal data. Do not include the password in the email. Please call the password into the office.

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