Questionnaire

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Name *

First

Last

Email *

Phone Number *

Year with Filing

Location (City, State) *

Filing Status Last Year *— Select Choice —Married Filling JointSingleHead of HouseholdQualifying Surviving Spouse1065/1120

Number of Dependents *

Types of Income *

• W-2
• Self employment (Schedule C, 1099-NEC, 1065, 1120,
• Rental Income
• Investment Income
• Retirement Income
• Other

Do you need bookkeeping training/services *— Select Choice —YesNoUnsure

Have you worked with a tax professional before? *— Select Choice —YesNo

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