This Tax Info Questionnaire allows us to review any changes in your tax situation, as well as provide you with a customized list of documents that you will need gather. It should take less than 10 minutes to complete!
PLEASE NOTE: If you are a New Client of ours, we will also need a copy of your last year's Tax Return. You can submit it separately to us HERE, as well as fax, email, or mail it to us.
Submit the Tax Info Questionnaire (on the left)
We'll send you a list of documents that you need to gather together for us.
Submit your documents to us, and we'll prepare your return!
Simple 3-Step Process