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  • Individual Tax Questionnaire

  • Glad you are here!

    Before you begin - because we value protecting your sensitive information, this form is encrypted and you will need to answer the questionnaire in one sitting.

    Just answer the questions to the best of your ability and we will follow up for additional clarification, if needed.

    After submitting your questionnaire, you will be directed to a secure link for uploading tax documents.

    If you do not have them at this time, you can choose to submit them later by using our secure upload link in our email signatures.

    Once you've completed these steps above, we'll let you know what's next!

    Please read our FAQs HERE to help answer some common questions in the meantime.

    • General Information
    • Wages & Investments
    • Businesses & Real Estate
    • Retirement Accounts
    • Medical
    • Other Deductions
    • Additional Questions
    • Please enter your Direct Deposit info below
      Reminder, this information will only be used for refunds, not to pay a balance due.

      Bank Name:
      Routing #:
      Account # :
      Re-Enter account# :
      Type of Account:

    • Don't forget you can choose to upload your tax docs right after completing this questionnaire and/or you can submit them later to the upload link located in our email signatures.

    • Sign & Submit
    • Clear
    • After you select SUBMIT you will be redirected to a secure upload page where you can upload all your tax documentation.
    • Should be Empty:
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Lake Oswego, OR 97034

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team@mycollectivecpa.com

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