Looking to get started on the current tax year? Use the Customer Questionnaire form below.
When you have completed your questionnaire, you can Email Us the completed version. The questionnaires are available as fillable PDF files. To enable the ability to fill out the form directly, you'll need to install Adobe Acrobat Reader.
If you have rental properties or are self-employed, please use the corresponding questionnaires.Our clients also find the following links helpful.