Individuals Questionnaire

Individual Tax Return Questionnaire

First Name

Last Name

Email Address

Phone Number *

City

Filing Status

Do you have any dependents?

Source of Income

Are you W-2 employee?

Do you own a business?

Do you have more than 10k in investment income?

Do you own your primary residence?

Do you have any rental properties?

How have you been doing your taxes in prior years?

Any additional sources of income?

Please provide your expectations from your CPA.

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