To ensure we receive accurate information to conduct your Prospective Tax Client Interview effectively, we kindly request that you complete the following questionnaire. Your responses will help us gather all the necessary information to make sure we are a good fit, give us a glance at maximizing your deductions, and ensure compliance with tax laws. Please provide as much detail as possible. If a question doesn't apply please do not leave blank but put N/A.
as it is on your social security card
Optional at this time, but needed if we move forward
Please schedule an appointment below:
Thank You, I look forward to speaking with you! 😊
