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Grindlay Tax & Accounting New Client Questionnaire
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1.
What is your name?
(Required.)
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2.
What is your email address?
(Required.)
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3.
How many returns do you need filed?
(Required.)
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4.
What type of return(s) do you need prepared? (Individual, Business, Trust, Estate)
(Required.)
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5.
What is your preferred method of return preparation?
(Required.)
In Person Appointment
Electronic Document Submission
Physical Document Drop Off
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6.
Do you have rental properties?
(Required.)
Yes
No
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7.
Do you have any self employment income?
(Required.)
Yes
No
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8.
Do you need any state returns filed besides Massachusetts?
(Required.)
Yes
No
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9.
How did you hear about Grindlay Tax & Accounting? (if referral, by whom)
(Required.)