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Please answer the following questions so we may accurately complete your tax return. If you know the answers to these questions, it will help us finish your return faster, if not leave the spaces empty and we will call you.
Please have my return completed by this date:
Name: 
Address: 
Home Phone: 
Cell Phone: 
Email: 
Did you file a 2008 tax return with us? Yes No
Do you have any dependents? Yes No
Your date of birth: 
Spouse's date of birth: 
Can you or your spouse be claimed as a dependent on anyone else's tax return? Yes No
At any time during 2009,
Did you receive any of the following?

Interest on any bank accounts?
Social Security Income?
Unemployment Compensation?
Alimony?
Child Support?
At any time during 2009,
Did you have any of the following expenses?

Home mortgage?
Medical Expenses or pay health insurance?
Suffer a loss from a casualty?
Alimony?
Donate to a charity?
Child or dependent care expenses?
Post - secondary education expenses?
Student loan interest?
Contribute to an IRA?
License plates?

At any time during 2009:

Did you buy any houses, property, stocks, or mutual funds?
Did you sell any houses, property, stocks, or mutual funds?
Rent an apartment or pay lot rent?
If so, How much do you pay per month? $

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