These documents will help you gather the information we need for your return(s).
- Please select the questionnaire you need - Personal or Business.
- Click on the link and save the file to your computer.
- Locate the file on your computer and double-click to open it.
- When you open the file, fill in all applicable information.
- Print the completed file, attach all information requested in the questionnaire and mail it to us at:
2901 Stirling Road, Ste 307 • Ft. Lauderdale FL, 33312
- BUSINESSES must also provide the December 31st bank statements and loan statements, showing balances and other application information.
If you are filing a Personal Return, click here: Personal Tax Questionnaire
If you are filing a Business Return, click here: Business Tax Questionnaire