Client Tax Questionnaires

Completing your Federal, State and Local income tax returns can be a time-consuming task for many individuals.  Therefore, we have developed a Client Tax Questionnaire to assist you with the process of gathering the necessary information for us to prepare your return and minimize your time at our office. Please review and complete the Client Tax Questionnaire prior to your appointment at our office. Click on the link below for the document.

For Returning Clients Only 

A simpler version of the Client Tax Questionnaire is available for you to complete and submit online.  Please click on the link below:

For Returning Clients Only - 2023 Returning Client Tax Questionnaire

Nonresident Tax Questionnaire (For Taxpayers that are not U.S. Residents)*

*Nonresidents - please complete the 2023 Returning Client Tax Questionnaire and Nonresident Tax Questionnaire

FOR NEW CLIENTS 

For New Clients - 2023 Client Tax Questionnaire

Nonresident Tax Questionnaire (For Taxpayers that are not U.S. Resident)*

*Nonresidents - please complete the 2023 New Client Tax Questionnaire and Nonresident Tax Questionnaire

FOR CLIENTS OWNING A SMALL BUSINESS

Do you own your own business? If yes, then this questionnaire is for you.  It is important that your business account for all the income you receive and expenses you incur. This questionnaire will ask detailed questions about your operations and provide a list of common expenses your business can deduct on the tax return. To access the questionnaires, visit your account on the Berkshire Tax Portal and click on the Public Folder.

Note: Download and save the Client Tax Questionnaire PDF to your files prior to filing out. You can conveniently input your information into the form, save it to your computer, print it off and fax or email to your tax consultant.

If you do not have Adobe Acrobat Reader, you may download here for free:   Adobe Acrobat Reader Free Download