Davis Crawford CPA - Tax Information Questionnaire

Tax Information Questionnaire – Quote Request

Get a Personalized Tax Quote

We've designed this short questionnaire to help us understand your tax needs and provide clear, upfront pricing.

You'll be able to select the tax year or years you need prepared — each year is quoted separately for clarity.

Most clients complete this in just 5–7 minutes.

Email*

First Name*

Last Name*

Phone Number

Are you a new or returning client of Davis Crawford CPA?*

Which tax year or years do you need prepared?*

2025

2024

2023

2022

2021

2020 or earlier

What type of tax return do you need a quote for?*

Individual Tax Information

Please answer the questions below related to your individual tax return.

What is your filing status for the tax year(s) included in this quote?*

How many W-2 forms do you expect to receive?*

How many states will you need to file an individual income tax return in?*

How many Schedule K-1s do you expect to receive?

How many rental properties do you own personally?

Do you expect to itemize deductions for this tax year?

Do you have any of the following investment or investment-related activity?

Interest / Dividends

Brokerage (stocks, ETFs)

Day trading

Cryptocurrency

RSUs / ESPP

None

Is there anything else about your individual tax situation that would be helpful for us to know?

Business Tax Information

Please answer the questions below related to your business tax return.

What is the legal name of the business?*

What type of business entity is this return for?*

How many owners does the business have?*

In how many states does the business operate or file tax returns?*

Approximately how many depreciable assets does the business have?*

How many rental properties are owned by the business?

How many Schedule K-1s will the business need to issue?

Is there anything else about the business tax situation that would be helpful for us to know?

Additional Information

Is there anything else you would like us to consider before preparing your quote?

What Happens Next

Once submitted, we'll carefully review your information and evaluate the scope of work for each tax year requested.

You'll receive a customized proposal or follow-up questions if clarification is needed—usually within 1–2 business days.

No obligation. No surprises.