Be Prepared this tax season!

​One of our frequently asked question is, "What do I need to provide to CRM Tax Services for Tax filing?"
  • You will need to provide a filled out CRM Tax Questionnaire, a signed Client Services Agreement, (both can be downloaded below), all income documents (W2s, 1099s, unemployment 1099-G, etc), copy of your UNEXPIRED ID (Driver's License, Passport, etc), copy of each dependent's Social Security Card, and all supporting documents (mortgage statements 1098, tuition statement 1098-T, etc).

CRM Tax Questionnaire Form for
*​New Clients*

This questionnaire is for NEW clients only.
For new clients,  fill out this document online and save it to your computer before sending as an attachment.  Alternatively you can print it out and fill it out by hand.  
new_client_tax_questionnaire.pdf
File Size: 351 kb
File Type: pdf
Download File

CRM Tax Questionnaire Form for
*Returning Clients*

This questionnaire is for RETURNING clients only. 
For returning clients,  fill out this document online and save it to your computer before sending as an attachment.  Alternatively you can print it out and fill it out by hand. 
returning_client_tax_quesitonnaire.pdf
File Size: 348 kb
File Type: pdf
Download File

CRM Clients Service Agreement

For new AND returning clients, please print out this service agreement. Once you have read it, sign and return with the rest of your tax documents.
2024_client_service_agreement.pdf
File Size: 306 kb
File Type: pdf
Download File

Small Business Expense Form

Do you have a small business?  Fill out this form and email it to us or bring with the rest of your tax documents.  
2024_business_income_and_expense_form.pdf
File Size: 302 kb
File Type: pdf
Download File

Rental Property Form

Do you have rental property? Fill out this form and email it to us or bring with the rest of your tax documents.
2024_rental_property_form.pdf
File Size: 261 kb
File Type: pdf
Download File