Client Packet Questionnaire
Completing this section will take approximately 30 minutes to fill out. Please note the form does not save so you must complete the form and submit.
Thank you for your continuing relationship with Stephenson & Warner. We have implemented several changes to serve you better.
In order to prepare your tax return accurately and to optimize your tax savings, we would like for you to fill out the attached set of questions that will help us identify applicable tax savings and help you comply with current tax law.
Also, the 2022 Annual Engagement Letter is available to sign electronically at https://www.stephensonwarnercpas.com/engagement-letter/?dbh=true. This will need to be completed on line or mailed back to us. (Can be dropped off) We will require payment for our services at the time of pickup this year. Services can be paid for with check or credit card. We have enclosed a credit card authorization form for your convenience.
All federal and state income tax returns must be filed electronically. The Ohio Department of Taxation now requires a driver’s licenses or state ID number on electronic returns. If you could please provide us with that number, we would greatly appreciate it.
For your convenience, our office hours during tax season will be as follows (Oxford by appointment only):
Monday-Thursday 8:00 am – 6:00pm
Friday 8:00 am – 5:00pm
Saturday (Hamilton office only) * 8:30 am – 3:00pm
*Saturday appointments available in our West Chester office, must be scheduled in advance.
*The deadline to send or bring us your tax preparation information is March 15th, 2023. Documents sent by mail must also be received by this date. Information Received by us to prepare your tax return after 3/15/2023 will warrant filing for an extension.
Very truly yours,
Larry F. Warner, Jr.
1502 University Boulevard | Hamilton, OH 45011 | T: 513-868-8600 | F: 513-868-8620
4938 Wunnenberg Way, Suite B | West Chester, OH 45069 | T: 513-860-3502 | F:513-860-3503
5995 Fairfield Road | Oxford, OH 45056 | T: 513-523-6664 | F: 868-8620