Downloadable PDF for Returning Clients
This questionnaire is for anyone that chooses not to do the online questionnaire from our 2023 tax season email. It helps our tax preparers get a lot of basic info for the tax season from every client that does it.
This is the version that can go with any physical documents you are mailing/delivering to us.
If you already filled out our online questionnaire you DO NOT have to print or fill out the downloadable questionnaire.
If you are a client and have not received our email containing the questionnaire, please contact us to receive the email. (781) 356-2500
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Downloadable Forms for Tax Documents/Information to Provide:
Looking to be a new client? Contact us for more info!