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Tax Prep List - 2022 Tax Year
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Mark Tew, CPA
Thank you for your interest! You have no obligation by filling out this form. It simply let's me know you may be interested, and I'll be sending out more information in January about availability and next steps.
First Name
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Last Name
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Email
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Your answer
Would this be your first year having me prepare your taxes?
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Yes
No
What type of business do you have?
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Sole Proprietorship
Single Member LLC
Multi Member LLC
S Corp
C Corp
Other/Not sure
No business, just W-2s and stuff
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When do you anticipate having your tax docs ready?
January
February
March
April
Plan to file extension
Other:
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Optional: If you can be even more specific, please list a date here:
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DD
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YYYY
Phone number
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Comments or Questions
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