Personal Tax Questionnaires |
I've created these questionnaires to streamline the pre-season checklists and engagement letter process.
Please click below whether you are a returning personal tax client or a new personal tax client. It will guide you through the questions I need answered in order to prepare your personal tax return efficiently and effectively. At the end of the form, there will be instructions on how to upload your tax slips and receipts to me.
I appreciate your cooperation and look forward to helping you all file your personal taxes this year!
Please click below whether you are a returning personal tax client or a new personal tax client. It will guide you through the questions I need answered in order to prepare your personal tax return efficiently and effectively. At the end of the form, there will be instructions on how to upload your tax slips and receipts to me.
I appreciate your cooperation and look forward to helping you all file your personal taxes this year!
If your spouse missed their opportunity to fill out their form immediately after doing yours above, they can click here to access the spousal form: