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Matthew J. Previte CPA PC 209 West Central Street, Suite 121 Natick, MA 01760 Toll-Free (877) 259-8200

Contact us by calling Toll-Free (877) 259-8200 or fill out the following
questionnaire and one of our licensed tax professionals will contact you promptly. Please be as complete as possible. Any information provided will be held strictly confidential.


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How did you hear of our firm?	Verizon Superpages Google Yahoo Yahoo's Local Directory MSN Yellowpages.com Yellowbook.com Mailing Newspaper Radio Verizon Yellow Pages (print book) Yellow Book (print book) Friend, Relative CPA/Tax Preparer, Attorney Other

Are you currently being audited by the IRS? You are being audited if the IRS has sent you a letter telling you that they are selecting your return for audit (to verify the accuracy of your return)	Yes No
If yes, what years:
Type of return:	Individual Income Tax (1040) Corporate Income Tax (1120, 1120S) Employment Taxes (941, 940) Other
Do you owe the IRS money?	Yes No
How much do they claim you owe (including penalties and interest)? Amount:

What type of taxes do you owe the IRS?	Individual Income Tax (1040) Corporate Income Tax (1120, 1120S) Employment Taxes (941, 940) Other

Have you filed all your tax returns?	Yes No
If not, what years have not been filed? List all years:

What type of returns are unfiled?	Individual Income Tax (1040) Corporate Income Tax (1120, 1120S) Employment Taxes (941, 940) Other

Is there any impending IRS action?	Audit Levy Lien Wage Garnishment Seizure Summons

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