New Tax Client Discovery Questionnaire

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

New Tax Client Discovery Questionnaire

These questions will help us guide you to the best person to prep your taxes!

Email *

Your Full Name *

Today's Date *

YYYY

Your best phone number *

What state do you live in? *

What is your filing status? *

Single

Head of Household

Married Filing Joint

Married Filing Separate

Please check all that apply for your 2023 Tax Return *

I have one or more W-2's

I have one or more 1099-R's

I received one or more 1099-NEC's or 1099-K's

I have California Marketplace Healthcare

I am filing married or as a RDP

I have children or other dependents

I have RSU's or brokerage account information

I own a rental property

I am a sole-proprietor or SMLLC with an active small business

I have received or I am expecting to recieve a K-1 from an estate or partnership

I have student tuition or student loan deductions

Required

Are you current with your annual individual tax filings? *

Yes

I need additional prior year returns filed

Other:

Do you or anyone else on your return have a side gig? *

Yes

What is your preferred meeting method for your tax return preparation? (check all that apply) *

Video Meeting

E-Mail

Telephone

In-Person

Required

Do you have the ability to upload documents into a secure portal? *

Yes

How did you hear about us? *

Referred by a Friend

Social Media

Web Search

other

A copy of your responses will be emailed to the address you provided.

Submit

Clear form

Never submit passwords through Google Forms.

reCAPTCHA

Privacy Terms

This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy

Forms