Samuels Accounting Service
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.
- Print the file and fill in all applicable information.
- 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.
Everyone should download this letter: January 2025 Tax Season Letter
If you are filing a Personal Return, click here: 2024 Personal Tax Questionnaire
If you are filing a Business Return, click on these two:
2025 Small Business Addendum Letter