• Call: 479.478.9166

  • Text: 479.462.4948

1611 S. Greenwood Avenue, Fort Smith, AR 72901

Client Questionnaire

The following questions will help establish greater tax savings for you. Please read each question carefully and fill in where applicable. Please email if you have any questions. We sincerely appreciate you as a client. ***If you cannot keep your scheduled appointment, please call, fax or email us as quickly as possible.
  • Required Information

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Full NameBirthdateSS#Relationship to TaxpayerMonths in Home 
  • ***PLEASE PROVIDE ALL INFORMATION STATEMENTS RECEIVED: W-2, K-1, 1099, 1098, 5498, etc.
  • Interest Income:

  • Dividend Income: