NEW CLIENT QUESTIONNAIRE

Join the Team

Due to popular demand, we are limited on how many new clients we are able to accommodate. Please fill out this quick new client questionnaire so we can review your tax profile to determine if we are able to assist in preparing your tax returns. After submitting, our staff will contact you within 1-2 business days. We may require additional information before we can approve and schedule your appointment. In some cases we will need to review your prior year tax return before we can accept you as a new client. Thank you for your understanding and interest in our firm.

Please fill out the form below and if married, please put both taxpayer and spouse's name & occupation