Tax Intake Questionnaire

Please fill out our questionnaire below. Once you submit the questionnaire, the next window will direct you to schedule a meeting with a Tax Pro for 30min. We can answer any questions you have, talk about pricing and get your return going.

Are you a

Can you be claimed as dependent by someone else?

Are you an active member or the spouse/dependent of an active member of the military?

Would you like to donate $3 to the presidential campaign fund?

Full Time Student?

Disabled?

Full Time Student?

Disabled?

Full Time Student?

Disabled?

Full Time Student?

Disabled?

Full Time Student?

Disabled?

Income From: Check all that apply

Check all that apply

Expenses From: Check all that apply

Expenses From: Check all that apply

Credits and Deductions: Check all that apply. Did you or your spouse:

Miscellaneous: Check all that apply. Did you or your spouse:

I authorize TaxSmart Inc. to contact me to do a follow up regarding this submission using the contact information I provided:

6 + 8 =

* If any dependents listed did not live at the primary taxpayers address the entire year, please discuss this with your tax professional. This is critical to help us help you accurately report your residency and dependency to the tax authorities

Contact Us

  Call 866-398-3308

info@taxsmartinc.com

Follow us on social media

Virtual and Telephone 

Appointments Available  

Copyright © 2016 - 2019 TaxSmart Inc All rights Reserved.