For your convenience, you may download our general tax organizer and questionnaire to prepare for your tax appointment. If you are a current client and would like to receive a personalized tax organizer by email, fax, or mail, please call our office at 360-393-3658 or email us at firstname.lastname@example.org.
Use this form to provide us with your basic information and get an idea of what documentation you should bring to your tax appointment.
This additional questionnaire will allow you to provide us with complete information and answer common questions whose answers may impact your tax return.
Any person or entity subject to the jurisdiction of the United States (includes individuals, corporations, partnerships, trusts, and estates) having a financial interest in, or signature or other authority over, bank accounts, securities, or other financial accounts having a value exceeding $10,000 in a foreign country, shall report such a relationship. If you have any interest in a foreign bank account, you can use this form to provide us with the information necessary to prepare the appropriate forms for your tax return.