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.
Electronic Organizer Option
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 2018 organizer and submit tax documents electronically, please request login credentials. After you receive login credentials you can login here.