FIle My Taxes | Mathis Tax and Trucking Services

Tax Preparation Questionnaire

First Name*

Last name*

Spouse Name

Your email*

Address*

How many dependents do you have? If none put 0.*

How many business do you have?*

What industry/s are your business/s in?*

Did you use your personal vehicle for your business?*

Yes

No

Did you purchase a vehicle in your business name this year?

Yes

No

Please check the boxes below. *

By checking this box you understand that we, Mathis Tax & Trucking Services, LLC, will not begin filing your return until all requested documents have been received

Do you agree and understand that this is a preliminary questionnaire to provide an accurate quote. A complete questionnaire to include requesting personal information will be sent to you after our consultation.

Date*

Please Sign Your Name

Please fill out this form as best you can so that we can provide you with the most accurate quote possible. If a part of this questionnaire does not apply to you then please put N/A in the answer box.

Tax Preparation Questionnaire

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