New Client Questionnaire

Thank you for your interest in working with Reliant Tax CPAs!

Please complete the form below to the best of your ability. A member of our team will be in touch 3-5 business days after submission.

Business Owners: please provide as much information below as possible
How Is Your Business Organized for Tax?
Choose one or more of the following if you have more than one business
Who does the bookkeeping? Payroll? Additional Details?

Personal Information

Marital Status *
Rental Income?
Any Other Sources of Income?
Investments, side consulting, alimony, etc..
Do You Typically Owe Money When Filing Taxes? *
What Is Your Tax Payment Style? *
Regarding Sending and Receiving Tax Files: *
What Is Your Tax Planning Style? *
With Regards to Assembling Documents for my CPA: *