Questionnaire - Palma Financial

Please provide us with the following information for the preparation of your annual income tax review:

Date

Company Name

Name

First Name Last Name

Email*

Phone*

Upon submission of this questionnaire, you will be requested to upload a current backup of your accounting system if we do not handle this for you and your most current pay stubs for the year. Please have these files prepared for upload. If you need assistance with this task please complete the information below and contact our office for assistance.

Can we project the businesses income and expenses for the remainder of the year based upon your current income and expenses?*

Did you start or sell any businesses this year?*

Did you pay any federal estimated income taxes for the current year?*

Did you pay any state estimated income taxes for the current year?*

Did you pay any state estimated income taxes for the current year in an additional state?*

Do you expect to have approximately the same amount of interest income, dividend income or capital gains?**

Did you have a change in marital status, dependents?*

Do you expect to have approximately the same amount of charitable contributions as last year?*

Type of current Retirement Plan:*

List any other retirement plan information you would like to add:

Additional amount taxpayer wishes to contribute to retirement account this year:

Additional amount spouse wishes to contribute to retirement account this year:

List any other material changes in income or deductions that you wish for us to use when preparing your tax analysis.*

Do you have any additional questions or information that we need to know?*

Just one more step needed to complete your submission. If we do not prepare your accounting, we need access to your accounting records.

QBO Users - If we do not have accountant access, send accountant access to [email protected]
QuickBooks Desktop users - upload current backup
N/A - You prepare my accounting or have QBO access

Other information needed:

Upload current pay stubs if pay and withholdings materially different from prior year
Upload prior year tax returns if we did not prepare
Upload any further information we would need to prepare an accurate projection for you
You have all the information above and I don't need to upload any information

If you need to upload files, you will be directed to ShareFile. ShareFile guarantees files are encrypted and that they utilize SSL/TLS protocols. Please visit www.ShareFile.com for details on their security measures

Thank you for your assistance in this process. Please contact the office at (704) 544-7600 with any questions you have about the information requested.

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