YES  NO

1.    Would you be interested in tax preparation?

2.    Do you currently use a CPA for tax preparation, and/or Accounting?

3.    Do you have itemized deductions (property taxes, interest charges)?

4.    Do you have interest or dividend income?

5.    Do you own a business? New?  Old?

6.    Do you have capital gains or losses?

7.    Do you have rental property?

8.    Is your business a partnership or S-Corp?

9.    Do you have an estate or trust?

10.    Do you pay into a pension program or social security?

11.    Do you have an IRA or Keogh?

12.    Do you pay alimony or child support?

13.    Do you pay any foreign tax?

14.    Do you pay for child care?

15.    Have you had any moving expenses?

16.    Have you recently sold your home?

17.    Do you have any employee business expenses (mileage, computers, etc.)?

18.    Do you have any foreign income?

19.    Have you had any casualty losses (property stolen, etc.)?

20.    Do you have any children less than 14 years old who 
 have an income?

21.    Do you have an office in your home?

22.    Are you interested in electronic filing?

23.    Do you have to file taxes in multiple states?

24. Would you like us to give you a price quote for tax preparation by:  

		Fax?    E-mail?    Phone?

25.    Would you like us to contact you about any of our other services by:

		Fax?    E-mail?    Phone?