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Personal Tax Inquiry Form
At this time, we do not have the capacity to take on any more new clients prior to April 15th
If you would like us to give you a call after April 15th, please check here
Taxpayer Name
Phone Number
Address
Email
Personal Tax Filing Status
Married Filing Jointly
Married Filing Separately
Head of Household
Single
Are you up to date with filing your previous year's tax returns?
Yes
No
How did you hear about us?
Tax Complications in your personal taxes
None
Multiple States
Sch C Business
Rental Properties
Royalties
Complex Investments
Sale of Real Estate
1031 Exchanges
Master Limited Partnerships/ Publicly Traded Partnerships
Foreign Tax Implications
Roth Conversions
Dependents
Credits
Other
Describe "Other" Tax Complications or "Credits" Checked Above
Additional Services Needed (i.e. tax planning, estate & trust tax preparation, etc.)
Why are you changing tax preparation firms?
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Thank you for your inquiry! Please check submit and a representative will get back with you within two business days.