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What Are Your Tax Needs?
Thank you for your interest in Chatterton & Associates Tax Services. In order to best identify your tax needs, please take 5 minutes to fill out this survey. We will contact you to discuss further.
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1.
Please add the following information:
(Required.)
First Name
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Last Name
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Email Address
What is your phone number?
Who can we thank for referring you?
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2.
Which of these best describes your needs for tax preparation?
(Required.)
Do you currently work with other professionals that we would need to get information from such as a financial advisor or estate attorney?
I need my tax return prepared, but I also need access to my preparer in the case of an IRS notice or for questions throughout the year.
I am looking for long-term tax reduction strategies and recommendations as well as tax return preparation.
