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2020 Tax Questionnaire

Please follow these two simple steps below to ensure proper preparation of your 2020 tax returns:


  1. Click on the links below.  You MUST Complete the tax questionnaire and any other pages that apply to you.  You may utilize the fill-in feature and print.  Alternately, you may print the blank forms that you need and complete them manually.

  1. You will receive a letter from us by USPS mail that will include a return envelope that you may use to mail your tax documents and completed questionnaire back to us.

CLIENT LETTER & INSTRUCTIONS


TROUBLESHOOT CLICK HERE

 

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