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General Communication Preferences
When Doing My Tax Work
When Considering My Overall Tax Risks, Please
My Preference When You Provide Tax Documents To Me
When Reporting to Tax Authorities...
With Regard To Tax Document Organization...
It is Most Important That My Tax Professional...
In terms of available tax services, I am/We are interested in...(click all that apply)
Tax Preparation and Filing
Short-Term (This/Next Year) Tax Advice
Long-Term/Future Tax Advice & Planning
Help With Withholding/Estimated Tax Advice
Education and Information
Consultation/Coaching
Financial Advising More Generally
Business/Marketing Development
Tax Season Support (Jan - Apr) Only
Year-Round Supports
Any Other Tax Services Not Listed Above...(or leave blank)
Lastly, please let us know about any and all other preferences, concerns, issues or other items that are important to you as we work together...(or leave blank)
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