Tax Season Resources
Questionnaires are a key part of preparing our client's tax returns. The questionnaires assist us in obtaining information from our clients that they may have forgotten to tell us, or that they do not know they need to tell us. Questionnaires are designed with yes / no questions. Each yes answer tells us that we need to look for documentation from you on a topic, or ask you additional questions to be sure we have all the needed information. In addition, these questionnaires provide necessary documentation in our files that the IRS guidelines require.
This is why we ask every client to complete a questionnnaire and why we cannot start preparation of a tax return until we receive a completed questionnaire.
As always, if you have any questions, please contact us!