TAX LIABILITY QUESTIONNAIRE Step 1 of 520%General InformtionFirst NameMiddle NameLast NameAddressSocial Security NumberWhat best describes your current tax liability situation: Personal tax liability only Business tax liability only Both Business & Personal tax liabilityINDIVIDUALSIf you are not current with filing your individual tax returns, please list the tax years for which you have not filed:Do you file tax returns with your Spouse? Yes No Not MarriedSpouses NameSpouse’s Social Security No.CURRENT TAX LIABILITY QUESTIONS (PERSONAL) With respect to your current individual tax liabilities, please list the tax year(s), tax agency(s), and description of the matter in the table below. See your Tax Notices AND provide our office with a copy.Click on the plus sign to the right to add more rows.Tax YearsTax Agency (e.g., IRS)Description of Matter - (Income, Employment, Payroll, Excise, Civil Penalty Add RemoveBUSINESSESDo you own any businesses that have a tax liability? Yes No (If No, then skip this section)If you are not current with filing business tax returns, please list the Type of return(s) and Year(s) or Period(s) for which you have not filed:List the Tax Years, Tax Agency(s), Description of Matter, and your business name(s).Click on the plus sign to the right to add more rows.Tax Year (s)Tax Agency (e.g., IRS)Description of Matter (Income, Employment, Payroll, Excise, Civil Penalty)Name of Business Add RemoveIf you have any other pertinent information that you feel we should be aware of, please describe:PLEASE PROVIDE OUR OFFICE WITH ALL TAX NOTICES YOU HAVE RECEIVEDYour Email (optional)
