Tax Questionnaires Instructions

All Clients must complete the five documents in the Annual Tax Documents file.

1. Client Letter – Please Read
2. Annual Client Information
3. Read the Engagement Agreement and SIGN Acknowledgement Statement
4. Annual Questionnaire
5. Assurance Program

Clients with children or dependents

1. Child Questionnaire

Students – College or High School students attending college.

1. Annual Client Information
2. Read the Engagement Agreement and SIGN Acknowledgement Statement
3. College Students Only

Unmarried Individuals with Children that might qualify for Head of Household

1. Head of Household Questionnaire