Tax Consultation Qualification Questionnaire Personal Information: Name: Contact Information: Email: Phone: What is your preferred method of communication? EmailPhoneIn-Person Business Information (if applicable): Business Name: Type of Business Entity: —PartnershipLLCCorporationOther How long has your business been operating? —Less than 1 year1-3 years4-10 yearsOver 10 years Financial Information: What is your average annual income or revenue? —Below $50.000$50,000 – $100,000$100,000 – $200,000Above $200,000 Do you have any existing tax liabilities? YesNo Have you filed your taxes for the previous year? YesNo What is your filing status? SingleMarried filing JointlyMarried filing SeparatelyHead of HouseholdQualifying Widow(er) Tax Concerns: What specific tax-related issues or concerns do you have? (Open-ended) Are you seeking assistance with: Tax PreparationTax PlanningAudit RepresentationIRS IssueOther Do you have any dependents? YesNo Additional Information: What documents or information can you provide for review? (e.g., previous tax returns, income statements) Is there any other information you believe is relevant to your tax consultation needs? (Open-ended) Submission Instructions Please complete this questionnaire and submit it. We will review your responses and reach out to you to discuss your needs further.