Beyond Tax Consultants – Professional Accounting & Tax Services

Full Name *

First Name

Middle Name

Last Name

Residential Address *

Spouse/Partner Full Name

Tax Filing Status *

Dependents' Full Names (if any)

Did you receive any of the following income? *

Did you make any large financial transactions? *

Gifts over $15,000

Large Cash Transactions over $10,000

Sale of Property or Business

Other (please specify)

Are you claiming any of the following deductions? *

Do you have any foreign financial accounts or assets? *

Yes

No

Are you involved in any IRS audits or investigations? *

Yes

No

Have you previously filed taxes with us? *

Yes

No

IRS Regulations Acknowledgment *

I confirm that I have reviewed and understand the IRS regulations applicable to my tax situation.