Tax Season Questionnaire

IMPORTANT: This form is REQUIRED and all applicable sections must be fully completed and submitted at least 24-48 hours prior to your scheduled appointment. Failure to complete and submit this form within the required timeframe may affect your appointment.

Privacy & Confidentiality

The personal information you provide is confidential and handled with appropriate safeguards. Your information is used strictly for providing tax preparation and related services.

Client Information

Client name

Spouse name, if applicable

Current mailing address

Country/Region

Address

City

Zip / Postal code

Phone number

Email address

Preferred filing status