Skip to content

Tax Checklist & Questionnaire

Tax Questionnaire
Prior to your tax meeting, please download the PDF file and complete the FSC Questionnaire

Tax Information Checklist

If you are a new client, please bring a copy of your previous year's tax return.

Please refer to this Tax Information Checklist below that will let you know what information needs to be shared with FSC in order to complete your tax return. You can print and review the list here.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Financial Services Center, Inc. 2021