Do I have to fill out the Tax Return Appointment Questionnaire again? Nothing has changed; can't you just refer to last year’s answers?
The tax laws are constantly changing. This questionnaire is designed to uncover deductions, credits and other items that will help us make sure you are legally paying the lowest possible income tax. You may complete the form in the privacy of your own home. The form is located under Important Documents. Complete the Tax Return Appointment Questionnaire and submit it to our office prior to arrival.