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Secure Online Submit Form

Please review the following questions. Check the box next to the question to answer Yes. If you leave it blank we will assume that the question does not pertain to you. Good luck!

 

PDF Link for Online Submit Form This 2016 Tax Questionnaire is also available in a non-fillable PDF.

 

Personal Information

Yes    

Yes    

Yes    

Yes    

Yes    

Dependent Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Itemized Deduction Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Retirement, Estate Planning, Inheritance

Yes

Yes

Yes

Yes

Yes

Medical

Yes    

Yes    

Yes    

Education

Yes    

Yes    

Yes    

Purchases, Sales and Debt Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Income Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Business Owners, Job-Related

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Miscellaneous Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Anything Else?

Is there anything else that might affect your taxes for this tax year?

Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No