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Home > Income Tax Questionnaire  
  This questionnaire is designed to assist you in providing us the necessary information for preparing and E-FILING your personal income tax return. Please complete and submit online or print and fax with the necessary documentation to 212-943-2300. If you prefer, you can download the PDF version.
     
  Income Tax Questionnaire:  
     
*
Name:
*
Email:
*
Tel (home): Work:
  Cell Phone :
  Fax:
Address:
  City:
  State:
  Zip:
  How would you prefer we communicate with you?

  Marital Status:
   

 

 
  Annual Income $
  Sources: (check appropriate box and indicate amount, or simply fax copy W-2 and 1099).  
    Employment/Self Employment $
    Pension $
    Interest, Dividend $
    Capital Gains/Losses $
    Rental Property $
    Alimony $
    Other Income $
   
  Deduction:  
  Check all that apply: IRA Contribution $
    Higher Education Expenses $
    Higher Education Savings $
    Medical Expenses $ (including co-pays, prescription and premiums)
    Charitable Contributions $
    Employee Business Expenses $
    Child and Dependent Care Expenses $
    Self Employed Expenses $
    Investment Expenses $
    Mortgage Interest Payment $
     
Comments/Instructions:  
   
Provide any helpful information that will help us serve you or make our service better.
     
   

 
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