Azure Tax and Accounting LLC

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2023 Fiduciary (Trusts/Estates) Tax Organizer

* Submission of this questionnaire is not a binding contract for Azure Tax and Accounting LLC to provide services of any kind to you. You will be required to sign an Engagement Letter, which outlines our mutual responsibilities for tax preparation services.

Responses will be used to guide preparation of your income tax returns. Your thoughtful consideration of each question is appreciated!

By completing and submitting this questionnaire, you acknowledge that you have read and understand the above.

This organizer is designed to assist you in gathering the information necessary to prepare the current year's tax returns. Please complete it in full and provide details and documentation as requested. Documents should be uploaded to your SmartVault portal. If your business uses QuickBooks, please provide a backup or portable copy of the file along with the username and password via your SmartVault portal.

Email *

Trust/Estate Name *

Fiduciary Name & Title *

Telephone Number *

Address for Entity's Income Tax Returns *

State of residence of fiduciary for 2023 *

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