Tax Questionnaire

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Tax Questionnaire

Please take 3-5 minutes to complete this questionnaire. After receiving your inquiry, I'll contact you to schedule a phone call.

Hi. What is your name? *

What type of return do you need to file? *

Select all that apply

Business Tax Return

Individual Income Tax Return

Other:

Required

Are you interested in tax planning services? *

Yes

Maybe

Do you have a PDF copy of your prior year's tax return? *

Yes

What made you decide to reach out to me today? *

If we get the opportunity to work together, what is the main goal we need to accomplish? *

Lastly, what is the best email address to contact you? *

And phone number if you're ok sharing?

Submit

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