Individual Client Questionnaire

The following questions will help establish greater tax savings for you. Please read each question carefully and fill in where applicable. Please contact us if you have questions. We sincerely appreciate you as a client. Lynda H. Startzman

NOTE: This form is not on a secure server. If you would prefer to file in a non-electronic method, please contact us. For other methods of filing.

Step 1 of 2

How did you hear about us?

Loyal Client
Referral
TV
Phone Book
Billboard
Neighborhood
Radio
Internet
Other   

Contact Information



Taxpayer Information











Filing Status

Single
Married Filing Joint
Head of Household
Widow / Widower
Married Filing Separate
Over 65? Taxpayer
Spouse

Dependent Information

Full Name Birthdate
(e.g. 01/01/08)
Relationship
To Taxpayer
Months
In Home

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