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I am seeking a new tax professional because...

I have been preparing my own taxes, and would like to start using a tax professional

My prior year tax preparer is no longer in business

I am dissatisfied with my current tax professional and am looking for someone who better suits my needs

I am newly self employed

I received a tax form that I do not understand

I received a tax notice that I do not understand

Other

What is most important to you when working with a new tax professional:

I receive income from the following sources:

Check all that apply to your current tax situation:

I have dependents to claim on my tax return

I paid for one or more of the following: Mortgage interest, property taxes, charitable donations, medical expenses, long term care insurance, investment expenses, or other itemized deductions

I paid for one or more of the following: Child care, college tuition, solar energy installation or improvements, alimony, classroom expenses (teachers only), continuing education, non-reimbursed work expenses, contributions to an IRA, or other expenses

I sold one or more of the following: Real property, stocks, bonds, shares, digital currency, inherited property, royalties/rights, and other non business property and/or assets.

I am looking for business tax preparation services for my Partnership or Corporation

I am looking for business tax preparation services for a Sole-Proprietorship or Single-Member LLC

Business Clients Only: Which of the following best describes the status of your financial reports?

I have reports prepared by a bookkeeper

I keep my own books using accounting software and I am ready to generate my financial reports for tax filing

I keep my own books using accounting software and I have some questions before I provide my financial reports

I keep my own books using a method other than accounting software and I am ready to provide my financial reports

I have questions about how to prepare my financial statements for tax filing

Please complete the following and someone will contact you with next steps

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