Prospective Client Questionnaire Please enable JavaScript in your browser to complete this form.Let's Get to Know You!Name *FirstLastEmail *Phone *Filing Status *SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying surviving spouseHave your taxes been professionally prepared before? *YesNoWhat is the name of the firm that previously prepared your taxes?Are you current on your tax filings? *YesNoWhat was the last year that you filed your taxes?2023202220212020Earlier than 2020Residency *I was a full-year resident of OregonI was a part-year resident of Oregon I was a non-resident of Oregon for the entire year I was a full-year resident of WashingtonNone of the above apply to me What major life events happened this past year? *Changed marital statusReceived notice or letter from the IRS or a state revenue agencyFirst time filing a tax returnTaxpayer, spouse, or a dependent passed away during the yearHad a baby or adopted a childBought or sold a house Started or sold a businessReceived an inheritance None of the above apply Understanding Your Situation - What Might Be Taxable?What is your approximate income from all sources? *Less than $50,000$50,000-$100,000$100,000 - $200,000$200,000 - $400,000Greater than $400,000Do you receive stock options as part of your compensation? *YesNoWhat type of stock options do you receive?RSUsESPPsISOsNQSOsDid you receive an inheritance this past year? *YesNoWhat did the inheritance consist of? Real property (a house)Investment accountsCashCollectibles None of these applyDo you need Go Green Tax to prepare the trust or estate return associated with this inheritance? *YesNoSelect all income sources that apply *Employment (W-2)Retirement distribution (1099-R)Social Security (SSA-1099)Self-employment (1099-NEC or 1099-K)Interest (1099-INT)Dividends (1099-DIV)Sold stocks or investments (1099-B)Rental Property Income (1099-MISC)Royalties (1099-MISC)Partnership (Schedule K-1)S-corporation (Schedule K-1)Estate or trust (Schedule K-1)Other income not listed aboveAre you looking for Go Green Tax to prepare the entity return? *YesNoAre you looking for Go Green Tax to prepare the entity return? *YesNoAre you looking for Go Green Tax to prepare the entity return? *YesNoHow many rental properties do you have?1 rental property 2 rental properties 3 rental properties More than 3What Level of Service is Needed? Services Needed *Annual tax preparation and filingAnnual tax preparation, filing, and semi-annual tax projectionsAnnual tax preparation, filing, tax projections, and bookkeeping (recommended for small business clients)Go Green Tax utilizes secure digital document collection and storage for tax documents. Will you upload documents digitally or will assistance scanning documents be required? *I will upload documents to the client portal I will need help scanning my documents Why are you interested in working with Go Green Tax? *My previous CPA retired! I need help with State and Local taxes! A current client of Go Green Tax referred me! My tax situation has become too complicated! I did not have a good experience with a different firm! My income is increasing and I want to maximize tax savings!I do not understand taxes and want professional help!OtherWho is the client that referred you? *What made your previous experience unenjoyable? *Please upload a copy of your previous year tax return so we may better understand your individual situation. Click or drag files to this area to upload. You can upload up to 2 files. Submit
