Skip to content
Grindlay Tax & Accounting New Client Questionnaire
1.
What is your name?
2.
What is your email address?
3.
How many returns do you need filed?
4.
What type of return(s) do you need prepared? (Individual, Business, Trust, Estate)
5.
What is your preferred method of return preparation?
In Person Appointment
Electronic Document Submission
Physical Document Drop Off
6.
Do you have rental properties?
Yes
No
7.
Do you have any self employment income?
Yes
No
8.
Do you need any state returns filed besides Massachusetts?
Yes
No
9.
How did you hear about Grindlay Tax & Accounting? (if referral, by whom)