2020 Tax Organizer Survey

Please complete this survey to help us gauge how you would like to receive your 2020 Tax Organizer and information.

1. First and Last Name:
2. Email Address:
3. Would you want to mail in your documents? If so, we will mail you an organizer and return envelope.
4. Do you want a face-to-face tax appointment?
5. What month would you like the face-to-face meeting?
6. What day would you like the face-to-face meeting?
7. Would you prefer a Zoom video tax appointment?
8. What month would you like the Zoom meeting?
9. What day would you like the Zoom meeting?