With tax season fast approaching, I want to alert you to a revised form that we are asking all clients to complete for this upcoming tax season. This summer, the staff and I spent some time working on a new condensed tax questionnaire. As you may remember, the old questionnaire in the organizer went on for 6 pages and most questions for most clients were answered no. The new Client Tax Questionnaire is only two pages. I think we are still covering everything that needs to be addressed. We are just doing it a bit more efficiently.

You should have already received this new questionnaire in your tax packet. You can also access the Client Tax Questionnaire using the button on the main page of our website: https://www.mvbcpa.com/. We are requesting that all clients in addition to submitting their tax documents also complete this two page Client Tax Questionnaire. In particular, it is important that we have your current contact info including phone number and email address. Thank you in advance for your attention to this matter.