Download Your Tax Questionnaire
‍To make it easier for you to complete your tax questionnaire, we’ve provided fillable PDF versions of each type of questionnaire below. Simply click on the link that corresponds to your needs to open the PDF.

Here’s how it works:
Open and Download: Click the appropriate link to open the fillable PDF. You can download the form to your computer or device.
Complete the Questionnaire: Fill out the form electronically or print it to complete by hand.
Submit Securely: Upload the completed form to your secure portal or bring the printed copy to our office.

Important Note:
Please do not email completed questionnaires to us. These forms contain sensitive financial information, and email is not a secure method of communication. If you need assistance with uploading your completed form to the portal or have other questions, don’t hesitate to contact our office. We’re here to help!