Tax Questionnaire

Please review the following questions. Check the box next to the questions that pertain to you. All questions refer to the current tax year. Good luck!

PDF Link for Online Submit Form This Tax Questionnaire is also available as a fill-able and save-able PDF. Super easy to complete and upload to us!

Personal Information

Dependent Information

Retirement, Estate Planning, Inheritance

Itemized Deduction Information



Purchases, Sales and Debt Information

Income Information

Business Owners

Miscellaneous Information

Anything Else?

Is there anything else that might affect your taxes for this tax year?


Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No