Client Information Request
Please complete the questionnaire below prior to your appointment with Access Tax Solutions. If you are an existing client, you will have the opportunity to notify us of any changes or updates. Thank you!
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Full Name *
Phone *
Email *
Full Address *
What type of returns do you have? *
Do you have dependents? *
What type of income do you receive? Choose ALL that apply. *
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Do you own a rental property? *
Do you have any legal agreements, such as a divorce or custody agreement? *
Do you have any outstanding tax issues?   *
If you answered "Yes" to having outstanding tax questions, please explain.
Please provide any additional information you would like us to know below.
How did you hear about us?
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If you have someone you would like to refer to Access Tax Solutions, please provide their contact information.
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