Home Page
Bookkeeping
Contact
Home Page
Bookkeeping
Contact
Name
*
First Name
Last Name
Email Address
*
How do you earn your money? (check all that apply)
*
Employee (taxes withheld)
Contractor/Self Employed (taxes not withheld)
Other
Income follow up (check all that apply)
If you checked the cash or check box above please select any entities that relate to your return.
Sole Proprietor/Contract work
Partnership/LLC/S Corp
Retirement
Social Security
Disability
Unemployement
Entity follow up
If you checked the Partnership/LLC/S Corp button above do you need taxes prepared for that entity as well?
Yes
No
How do you keep/invest your money (check all that apply)
*
Savings account/CD/Money Market Account
Mutual Funds
Stocks
Employee Stocks Options
Rental Property
Partnerships/Entities/Trusts
Other
None
What is your martial status?
*
Single
Married
Legally separated/divorced less than 12 months
Windowed/widower
Do you have any children or dependents?
*
Yes - child/children
Yes - dependents
No
Unsure
Preferred Appointment Type:
*
Online
Meet Up
Sit Down
Unsure
Any additional information or questions?
*
Thank you!
