Washington Taxes

New client? Start with the questionnaire.

It tells Lawrence what your year looked like before you meet, so your appointment goes straight to the work. Fill it out here, or download the printable version.

Marital status

If married:

List all dependents you will claim.

Did you file a tax return last year?

If yes:

Any IRS notices received?

Check all that apply and provide documents.

Employment
Self-employment / business
Other income
Education
Child related
Home ownership
Did you have health insurance all year?
Marketplace insurance (1095-A)?
Employer insurance?
During the tax year did you:
Only your name and email are required.

The full questionnaire as a PDF, including the Social Security, date of birth and banking lines.

Download the PDF

This online version leaves out Social Security numbers, dates of birth and bank details on purpose. Those are on the printable questionnaire. Please don't send them by regular email.

Questions? Call 1-833-927-4829.