Individual Tax Questionnaire

* Must Answer

If you have a form 1095-A, B, and or C, please submit with your documents.

To request Direct Deposit of your Tax Refund(s), include your Bank Routing and Account numbers.

Submission acknowledges you are requesting CFS Consult, and or Prepare tax returns using information provided by you. You also acknowledge fees for services provided are due regardless of any calculated income tax refund/(liability).

CFS may use your information to create a free SmartVault Document Sharing account for you.

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