2021 Personal Income Tax Questionnaire

While we had hoped to meet with all of you in person this year, due to the again worsening Covid-19 situation we’ll be asking everyone to drop off their information again this year. This is disappointing but we feel it is necessary. While we won’t be meeting in person some preparers will offer phone and/or video appointments if you wish. These will be set up at the time you drop off your information.

You’ll find below the 2021 Questionnaire. This is going to be a challenging tax season due to tax law changes and the new Jackson City Income Tax. This document is important to helping us make sure we get your taxes right. Thank you for helping us serve you better.

2021 Questionnaire

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