The Wozny Tax Co.
  • Home
  • Tax Updates
  • About the Firm
  • Why Wozny Tax Co
  • Services
    • Tax Preparation
    • Tax Planning
    • Tax Issues
    • Small Business Accounting
    • Quickbooks Services
    • Payroll
    • Audits
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
  • Industry Worksheets
  • Contact
  • Client Forms
    • Upload Files
  • Client Forms

    Client Data Form-Must be filled out on/before appointment.




    TYPE IN "NA"
    Max file size: 20MB
    Take picture of drivers license and upload using button provided.





    DEPENDENTS


    Max file size: 20MB
    Take a picture of your Drivers License & Upload using the button.



    HEALTH INSURANCE


    STIMULUS CHECKS RECEIVED-Typically Received March 2021


    Advanced Child Tax Credits-IMPORTANT

    Did you receive ANY Child Tax Credits in 2021 (Starting 07/15/21)? Please list exact amounts per month below, even if amount was zero.

    QUESTIONAIRE



    (EXAMPLE: BOILER, EXTERIOR DOORS, EXTERIOR WINDOWS, CIRCULATING FANS, INSULATION MATERIAL)




    **SIGNIFICANT is defined as being greater than 10% of your income in order to qualify**








    Please upload all files for your tax return. a consolidated pdf works best. If you need more uploads please visit our upload tab in the menue bar AFTER completeing this form.
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB
    Max file size: 20MB

    REQUIRED-PLEASE READ BEFORE SIGNING

    All information provided in this questionnaire will be used for tax filing purposes only. All socials will be reviewed and verified for accuracy. This form is used to help make sure we have covered any areas of your tax return that might have changed from prior years. We WILL contact you before completing any returns to verify and ask further questions about answers you have provided on this sheet. Thank you for taking the time to fill it out. Our goal is to make sure we never miss something that could benefit you. 

    The Wozny Tax Company (Accountant) will prepare our personal or corporate income tax returns based on information we will present to the accountant. The Wozny Tax Company will perform due dilligence but will not audit or otherwise verify the data we submit. Although the accountant may ask us for clarification of some of the information or for additional information, It is the accountants responsibility to prepare our tax return correctly according to the law and the information that we have provided. It is our responsibility to provide the accountant with all the information required to prepare complete and accurate returns. Your tax return cannot be filed until all forms are signed and returned to our office

    ​I declare that to the best of my knowledge and belief what is stated above is correct, complete and is truly stated.

    ​

Submit

  • Home
  • Tax Updates
  • About the Firm
  • Why Wozny Tax Co
  • Services
    • Tax Preparation
    • Tax Planning
    • Tax Issues
    • Small Business Accounting
    • Quickbooks Services
    • Payroll
    • Audits
    • Bank Financing
    • Strategic Business Planning
    • New Business Formation
    • Non-Profit Organizations
  • Industry Worksheets
  • Contact
  • Client Forms
    • Upload Files
  • Client Forms