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2025 Tax Questionnaire
Dear Valued Client,
Clients are welcome to mail documents, drop them off, fax, or email them together in one or two attachments at any point during tax season. Please note that any documents sent or dropped off at our office after March 20, 2026 may require an extension. Therefore, we encourage clients to send us their documentation as early as possible. Thank you!
This questionnaire helps us gather important information so we can be as thorough as possible in
preparing your tax returns. Our country's tax laws are rapidly changing and affecting more and more
people. The sheer complexity requires more attention to details than ever before. Whether you mail or drop off your tax information, please take a few moments to complete the
questionnaire and do not hesitate to call my office if you have any questions.
Please note that the Internal Revenue Service NEVER contacts any taxpayer through
the internet or e-mail. Please disregard any e-mails sent from the Internal Revenue
Service as spam. In addition, the Internal Revenue Service will never contact a taxpayer by phone prior to attempting to contact them via U.S. mail. Please use caution with anyone calling and attempting to collect personal information or money and stating that they are from the Internal Revenue Service.
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If you would like a copy of this questionnaire with your answers, please contact our office and we will email you a copy.
Alternatively you have the option to print and complete the PDF version of the questionnaire. Please see the download link below. If you have any questions, please contact our office.
I thank you for your business and the confidence you have shown by your referrals, which are
welcomed and most sincerely appreciated. Since your referrals are generally individuals you are
acquainted with, you can be assured that no personal financial data whatsoever will ever be shared.
As always, I look forward to serving your tax and financial needs.
Thank You,
Alex Gountanis, CPA
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