Start Your Individual Tax Return by Filling out a Questionnaire
Please click below to download a 2017 tax questionnaire in Excel or email me to request a copy.
2018 Tax Questionnaire (please email me)
2017 Tax Questionnaire
2017 Expatriate Tax Questionnaire (U.S. citizens/green card holders living outside the U.S.)
Prior Years: If you need a prior year tax return prepared, please click here to download a questionnaire or email me for a copy.
If you need an income tax projection for tax year 2018, please let me know.
For Other Services:
For information or to get started on a business tax return or any other service, please click on the appropriate button on the left sidebar. LLC's with more than one member should click on Business Returns since you will need a partnership tax return (unless your partner is your spouse). If the LLC has only one member, report the income and expenses on the Self-Employment worksheet of the questionnaire (see links to questionnaires above).