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New 1040 Client Needs
1. Individual Tax Service Needs
In order to best meet your needs, we need some information from you.
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1
. Please provide the following information:
Please provide the following information:
Name:
Address:
City/Town:
State:
-- select state --
AL Alabama
AK Alaska
AS American Samoa
AZ Arizona
AR Arkansas
CA California
CO Colorado
CT Connecticut
DE Delaware
DC District of Columbia
FM Federated States of Micronesia
FL Florida
GA Georgia
GU Guam
HI Hawaii
ID Idaho
IL Illinois
IN Indiana
IA Iowa
KS Kansas
KY Kentucky
LA Louisiana
ME Maine
MH Marshall Islands
MD Maryland
MA Massachusetts
MI Michigan
MN Minnesota
MS Mississippi
MO Missouri
MT Montana
NE Nebraska
NV Nevada
NH New Hampshire
NJ New Jersey
NM New Mexico
NY New York
NC North Carolina
ND North Dakota
MP Northern Mariana Islands
OH Ohio
OK Oklahoma
OR Oregon
PW Palau
PA Pennsylvania
PR Puerto Rico
RI Rhode Island
SC South Carolina
SD South Dakota
TN Tennessee
TX Texas
UT Utah
VT Vermont
VI Virgin Islands
VA Virginia
WA Washington
WV West Virginia
WI Wisconsin
WY Wyoming
ZIP:
Country:
Email Address:
Phone Number:
2
. Please check the items which my apply to you:
Please check the items which my apply to you:
W-2s
Pension
Gambling Income and Expenses
Interest Income
Dividend Income
My return is simple, I just need it prepared inexpensively.
I don't need much advice and don't have many questions.
I need some advice and some questions answered.
I need to go over my information, ask questions, discuss and understand my tax situation.
Own a Home
Child Care expenses
Moved from Out of State
Bought and Sold Stocks
Made Charitable Contributions
Own a Business
Own Rental Property
Receive K-1s
Need Tax Planning in December
Need Business Advice
Need Investment Advice
Have Business mileage Expenses
Need an Interview Before Tax Preparation
Need an Interview After Tax Preparation
Need to Ask Questions from time-to-time During the Year
My situation is more complex, I need the best advice and a reasonable fee.
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