Our Individual tax questionnaire will help you organize your tax information to make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax questionnaire.
1. Click on the "View Tax Questionnaire" button below to bring up the organizer in a new window.
2. Print the questionnaire by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Call us and schedule a meeting.
5. Bring the completed tax questionnaire and all supporting documents to the meeting.
You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Please contact us at the office any time if you have questions.