What is your name? *

 
Where do you live? (City, State) *

 
What is your e-mail address? *

 
What is your phone number? *

 
What is your occupation? *

 
What is your tax filing status? *


 
Do you have children or other dependents? *

     
 
What life events may impact your taxes?


 
What is your main source of income? *


 
If applicable, what is your spouse's main source of income?


 
What are your other sources of income?


 
Which deductions are you entitled to?


 
Why are you looking for a new tax accountant? *

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