Please provide requested information on the attached questionnaire to help ensure accurate completion of your federal and/or state tax return(s).  If you don’t understand a question or are not sure your answer is accurate, please leave the block blank and I’ll help you.  The information you provide is completely confidential, is not shared with any unauthorized persons or organizations, and will never be sold, given away or used for any other purpose.  Bring the completed form with you or I’ll provide one at my offices.  For your own security, do not email a completed questionnaire.

       Questionnaire