Clients,
To get a head start on ‘check in’ in our office to start the process of your 2014 tax return preparation, please click the image link below to download the PDF version of our Client Questionnaire and Health Coverage Questionnaire.  The two questionnaires are four pages total.  Please deliver the completed questionnaires to our office at the same time you submit all of your tax documents.

Thank you,
Cliff Stumbo

Access the PDF version of our 2013 Client Questionnaire by clicking HERE.  Printing and completing the questionnaire beforehand will save you time during check in with your tax documents.

Thank you,
Cliff Stumbo