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New England Taxes New Client Compatibility Survey
How did you hear about us at New England Taxes?
First Name
Last Name
Phone
Email
Street Address
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City
Region/State/Province
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Most Recent Filed Tax Return
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What is your Filing Status?
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Are you Self Employed?
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Do you have Rental Income?
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Do you have K1 / Trust / Partnership / Estate Income?
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Do you have any Dependents? Children or Parents you care for?
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Do you have any Stocks / Bonds / Investments?
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Do you have any income from outside the USA?
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Do you own a home in Vermont?
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Do you have income from multiple states?
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If so, please list all states
What Services are you interested in?
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Bookkeeping
Payroll
Tax Planning
Letter or Audit Assitance
Do you currently have/use Quickbooks?
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What year was your most recently filed tax return?
Please note that our services are provided on a professional fee basis. Standard rates applicable to professional tax representation and related services will apply.
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Please tell us a little bit about your tax situation, and why you are searching for a new preparer:
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