Individual Client Questionnaire
This five page questionnaire is required to be completed and returned with your individual tax documents in order for us to accurately prepare your returns.Download Questionnaire
Current John A. Knutson & Co., PLLP clients can now request an electronic version of their tax organizer. This includes completing and submitting tax documents electronically. We use My1040Data, which keeps all information secure. If you would like to complete your organizer and submit tax documents electronically, please request login credentials. After you receive login credentials you can login here.
Current John A. Knutson & Co., PLLP clients can now securely send documents for your tax organizer as PDFs. Tips for sending JAK your documents:
During a very difficult time in your life it’s helpful to have a list of necessary tasks. Use this checklist or pass it to a loved one when you or someone you know loses a family member or friend. This will help the user to not only complete these necessary tasks, but to delegate some of them to others asking “How can I help”.Reference Guide Checklist
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