Complete Your Tax Preparation Questionnaire by Clicking Here This questionnaire should be filled out if we are preparing an individual income tax return. Once your entire questionnaire has been completed, it will be automatically submitted to our tax team.
This should be signed if we are preparing an individual income tax return. Once signed, this can be submitted via the client portal.
This should be signed if we are preparing an estate, trust, partnership, corporation, or exempt organization income tax return. Once signed, this can be submitted via the client portal.