Tax Interview Form

Tax Interview Form

Tax questionnaire Form Preview
  •  -
  • Tell us About dependents

  • Income Information

  • Credit & Deductions 

  • Itemized Deductions

  • Vehicle Expenses  

    Tell us about your Vehicle Expenses 
  • Homeownership 

    C&A would like to know about your homeownership Plans
  • Tax Documents

    Upload Tax Document 
  • Upload id
  • Upload files
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  • Refund and Fees 

    Select a Refund and Payment Option

    In order to protect your privacy, C&A Financial Services follows accepted ethical procedures as specified by the Internal Revenue Code and/or applicable guidelines governing the conduct of professional tax preparers. After reading each statement below carefully, please acknowledge your acceptance by signing the bottom of this form. Thank you for your cooperation and understanding of the responsibilities we must accept as professional tax preparers. The specified income tax returns have been prepared for me and/or my business at my direction by C&A Financial Services. I have reviewed the completed returns and understand their contents and have received a copy of the returns. I realize it is my responsibility to include in my files all documentation necessary to substantiate all income, deductions, and credits reflected on the returns for at least the tax year. All information on these returns is true and accurate according to the information furnished by me to Tax Firm. Nothing has been added or deleted by the preparer that would understate my tax liability. All taxable income has been reported, including any bartering, any partnership interests, any sales of business or personal assets, and all interest and dividend income from all sources. I have informed my tax preparer of any adjustments or correspondence between any taxing authority and me and/or my business during the tax year. I have been informed that I must have adequate written records for all deductions and specifically for:

    • Any travel or entertainment,
    • Any business use of a vehicle
    • Any business use of “listed property,”
    • Any non-cash contributions to charity.

    I understand my professional tax preparer has based the entries on these returns according to present laws, regulations, and other applicable authority. I understand that tax law and its interpretation is subject to continual change and therefore the rules and principles followed in the preparation of these returns may not be applicable for any other tax year. My tax preparer has indicated any aggressive applications to me and I understand such a position may be questioned or overturned in the audit process. I agree to hold my preparer harmless from any examination and possible reversal on this (these) issues.

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