Tax Return
Great news! We have finished preparing your tax return! Before we submit it, we would like you to answer some quick questions that will dictate the specific method in which we file your return.
Pre-Filing Questionnaire
Preview of our secure intake — online submission is launching soon.
Now that you've received and reviewed your tax return, do you believe a change to your return may be required? *
Yes
No
Please describe the change you believe is needed. *
Do you give Brookhaven permission to file your return? *
Yes
No
Please describe why you would not like us to file your return. *
Do you owe a federal tax liability? *The information would be indicated on the cover letter of your tax return.
Yes
No
Would you like Brookhaven to process payment for any FEDERAL tax liability in FULL? *
Yes, please process payment for the FULL AMOUNT of my FEDERAL tax liability using the accountant information I’ve provided.
No, I will process a partial or full FEDERAL payment myself
No, I will not make a FEDERAL payment at this time
Do you owe a state tax liability? *The information would be indicated on the cover letter of your tax return.
Yes
No
Would you like BrookHaven to process any potential STATE tax liability? *
Yes, please process payment for the FULL AMOUNT of ANY AND ALL STATE tax liability using the accountant information I’ve provided.
No, I would like to make the payments myself FOR ALL STATES
No, I would like to have a customized payment schedule STATE-BY-STATE
No, I will not make any STATE payments at this time
Please list any states that you would like BrookHaven to pay IN FULL on your behalf using the account information you've provided. For any states not listed, we assume you will make a partial or full payment. We will send instructions on how to accomplish this.
Confirm your Legal Name
First
Last
Please consent to the validity of the questions above. *
SubmitSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
