OUR FORMS
Business OwNER QUESTIONNAIRE
Our business owner questionnaire details tax related questions that our team needs to properly assist with business tax reporting and financial analysis.
SALE OF real estate QUESTIONNAIRE
Our sale of home questionnaire uniquely details questions for clients who have recently sold their home. These questions help our team better understand the financial details of this sale and enable us to provide the most comprehensive and quality tax advice.
Inheritance & tRUST qUEstionnaire
At Profit & Wealth Tax Advisors, we understand that estate planning and trusts can be a complex and confusing process. That's why we specialize in providing our clients with the most up-to-date information and resources to help them navigate the process. We have a team of experienced accountants and attorneys with a deep understanding of all the complexities of estate planning and trusts. Our mission is to provide our clients with the necessary tools and guidance to make sure their wishes are carried out in the most efficient and effective manner possible.
IRS & sTATE taX reSOLUTION qUESTIONNAIRE
Our IRS & state resolution questionnaire is specifically focused on clients who are currently negotiating with the IRS and/or state tax department(s). Our team will review your answers and work to schedule a free 20-minute initial consultation to better understand your unique situation and develop a comprehensive game plan to help alleviate tax issues.