Step 1 - Prospective Tax Client Interview (Sirnollia)
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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.

Basic Information

as it is on your social security card

as it is on your social security card

Optional at this time, but needed if we move forward

Employment & Income

Tax Filing Details

Refund & Payment Information

If you're unsure, you can determine whether an offset will occur on a debt owed (other than federal tax) by contacting BFS's TOP call center at 800-304-3107 (TTY/TDD: 800-877-8339).

Client Acknowledgements

Current Tax Application Information

Income

Deductions and Credits

Business Information

Please schedule an appointment below:

Make an Appointment: You will be able to choose from available Appointments on the next step
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