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?
6.Do you have rental properties?
7.Do you have any self employment income?
8.Do you need any state returns filed besides Massachusetts?
9.How did you hear about Grindlay Tax & Accounting? (if referral, by whom)