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McLean Tax Advisory 2010 Tax Preparation Form
Required Required Question(s)
1.

To better serve you, ensure accuracy and obtain the best possible tax return please fill out the personal information below before your 2010 Tax Return Appointment.

We know you will experience not only tremendous savings but the professional advise and the warmth of our outstanding staff will be a refreshing start to your year.  The  McLean Tax Advisory Group.

By entering my personal information, I consent to receive email communications from the survey author's organization based on the information collected.

First Name:
Middle Name:
Last Name:
Work Phone:
Home Phone:
Email Address:
emailaddress@xyz.com
Address 1:
City:
State/Province
(US/Canada):
Postal Code:

Required 2.

Your date of birth:

 

  • 50 characters left.
3.

Spouse Name & Date of Birth:
 

  • 50 characters left.
Required 4.

What is your Filing Status?
Single
Married Filing Jointly
Married Filing Seperatly
Head of Household
Other  
Required 5.

Work / Retired Status:
Working Full Time
Working Part Time
Retired but work limited hours
Retired Enjoying Life!
Required 6.

Did you have any business income or are you self-employed?
Yes
No
Required 7.

Did you itemize deductions last year on Schedule A?
Yes
No
Required 8.

Did you sell or redeem any types of securities through another firm?
Yes
No
Required 9.

Did you receive Schedule K-1 forms for shares in a Partnership, Limited Liability Company or Subchapter S Corporation?
Yes
No
Required 10.

Are you or your spouse Totally disabled?
Yes
No
Required 11.

Has either spouse passed away in 2010?
Yes
No
Required 12.

You or your spouse serve in the military?
Yes, Please enter the dates of service.
No
  • Comment:

  • 500 characters left.
Required 13.

How did you hear of McLean Tax Advisory Group? 
Referred
Seminar Dinner / Lunch
Veteran Seminar
Radio / Newspaper / TV
Other
14.

Do you file your taxes electronically?
Yes
No
Required 15.

Did your marital status change in 2010?
Yes
No
Required 16.

Do you have any dependents living with you that you support?  
Yes
No
Required 17.

Did you pay for any childcare or care for a dependent or elderly family member?
Yes
No
Required 18.

Did you contribute to any retirement plan? 
yes
No
Required 19.

Do you have any rental property?
Yes
No
Required 20.

Did you make improvements to your home? 
Yes, please comment
No
  • Comment:

  • 500 characters left.
Required 21.

Did you make any Federal or State estimated payments?
Yes
No
Required 22.

Are you a McLean Tax Advisory financial client? (Not just for taxes)
Yes
No
Required 23.

What is a perfect tax return to you?
Not owing and not paying at tax time
Getting a large refund back
Owing at the end of the year
Other  
Required 24.

Do you want to learn how to reduce your estimated tax payments and overall tax liability?
Yes
No
Required 25.

Who prepared your taxes last year?
Myself - Spouse
Family - Friend
Other  
Required 26.

What is the best day for your tax appointment?

Thursday
Friday
Saturday
Sunday
Required 27.

What phone number is best to schedule your appointment? Please enter your phone number we should call and best time in the comment section.

Home
Work
Cell
Other  
  • Comment:

  • 500 characters left.
Required 28.

May we invite you and a friend to one of our lunch or dinner workshops on . . . 

1) Defensive & Offensive Tax & Financial Strategies 
     for 2011-2012

2) The Most Misunderstood & Unknown Veteran 
     Benefit. Up to $1,950 monthly benefit. 

3) The Most Common Financial Mistakes Made and  
     How To Avoid Them. 

4) Strategies to reduce taxes and protect my estate
     for my heirs not the nursing home or taxes.
Yes, please call me with workshop dates.
Our club is looking for a speaker, please call me.
I have a few friends that may desire to visit a workshop.
  • Comment:

  • 500 characters left.