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).

Tax Forms to download

IMPORTANT NOTE: Downloading these forms on a mobile device may prevent access to the fillable fields. To ensure full functionality, please download and complete this form using a PC or desktop computer.

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.  
2025_tax_questionnaire-new_client.pdf
File Size: 368 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. 
2025_tax_questionnaire-returning_client.pdf
File Size: 366 kb
File Type: pdf
Download File

Client 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.
2025_client_service_agreement.pdf
File Size: 287 kb
File Type: pdf
Download File

Business Income and Expense Form

Do you have a side or small business? Are you a Sole Proprietor? Fill out this form.
2025_business_income_and_expense_form.pdf
File Size: 292 kb
File Type: pdf
Download File

Rental Property Form

Do you have a rental property? Fill out this form. If you have multiple rental properties, fill out one form per rental property.
2025_rental_property_form.pdf
File Size: 278 kb
File Type: pdf
Download File