Fact Finder Form

Please fill in your responses as best you can. We will begin with taxpayer’s info.

    Your Info

    Your Spouse’s Info

    Preferred method of communication. Please list the number or email you prefer to be
    contacted in reference to your taxes.

    Delivery Option

    Our firm will provide you with either a paper copy or an electronic copy saved to your
    client portal upon completion and receipt of full payment. Should you request both options
    then there will be a minimal additional fee of $10.00. However if you request a copy later
    in the year the fee is $25.00 and it is paid at the time extra copy is requested.


    Please list all dependents you plan to claim for 2017. If we have dependents on-file from
    the previous year that you are not taking this year, please let us know to remove them.

    Child Care Deductions

    Direct Deposit

    Direct Debit

    Payment is due by April 15th, even if you file an extension. Payments made after the 15th
    are considered late and will incur penalties and interest.