1040 Required Questionnaire

If you are not using the Free Individual Tax Organizer on the previous page, please complete and return the 1040 Required Questionnaire. This will help to insure we do not miss any allowable dedcutions or credits. Our goal is always to help you pay the lowest possible tax.

Please complete the following steps to utilize the 1040 Required Questionnaire:

  1. Click on the "View Required Questionnaire" button to bring up the questionnaire in a new window.
  2. Print or Save the questionnaire to your computer for later access.
  3. Answer the questions as best you can. Feel free to call or write if you are uncertain about any items.
  4. Return the 1040 Required Questionnaire to us via email or send along with your income tax documents.


You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.