Georgia Small Business CPA

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450-106 State Road 13 Suite 121 Saint Johns, FL 32259

1360 Giles Road
Monroe, GA 30655

678-TAX-7777

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15 Minute Discovery Meeting for Individual Tax Services

Individual Client Questionnaire

Email

We periodically send out important communications and reminders to our client list to keep you appraised of the latest developments and deadlines. May we add your email to our mailing list? We promise we won't spam you!

Yes No

Has a tax professional prepared your prior three years of tax returns? Please explain.

How did you hear about Freyman CPA?

What do you expect to gain from building a relationship with a professional tax accounting team?

What specific areas of concern would you like to hire us for at this time?

Taxpayer Name

Occupation

Taxpayer Phone

Spouse Name

Spouse Occupation

Spouse Email Address

Spouse Phone

Street

City

State

Zip Code

Did you have foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships, or a foreign employer?

Yes No

What are your sources of income? *

Wages (W2) Interest (1099 INT) Dividends (1099 DIV) Stocks/asset sales (1099B) Partnerships and S corporations (K1 forms) Rental income Distributions from retirement accounts (1099 R) Canceled debt Self employment (Profit and loss and Balance Sheet) Gambling (win loss statement) Farming (Profit and loss and balance sheet) Alimony Received Taxable offsets of state and local taxes Other *

Are you an active participant in a pension or retirement plan?

Yes No

Did you receive any lump-sum payments from a pension, profit sharing, or 401(k) plan?

Yes No

Did you make any contributions to an IRA, Roth, myRA, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?

Yes No

Please check the applicable deductions

Medical expenses Charitable contributions Property taxes Mortgage interest Student loan interest Educator expenses Health savings account Retirement accounts PMI Educational expenses Tuition Other

Do you expect a considerable change in your 2023 income?

Yes No

Do you expect a considerable change in your deductions for 2023?

Yes No

Do you expect a considerable change in the amount of your 2023 withholding?

Yes No

Do you expect a change in the number of dependents claimed for 2023?

Yes No

Freyman CPA, P.C.

450-106 State Road 13
Suite 121
Saint Johns, FL 32259
Phone: (904) 330-1200
Fax: (646) 568-9804
Email Us

1360 Giles Road,
Monroe, GA 30655

Services

Business Advisory
Accounting Services
Individual Tax Compliance
Tax Audit Representation
Estate And Trust Administration
Foreign And Specialty Services
Industries We Serve
Jacksonville Bookkeeping
Jacksonville Business Advisory

Tax Representation

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