Please fill out this form to get a quotation or to register for 2002 tax
preparation
please fill out the
bold/green areas only, skip the rest if it's unchanged from last year!
First Name
Last Name
Street Address
Address (cont.)
City
State
Zip/Postal Code
Country
Office Phone
Home Phone
FAX
E-mail (required)
Did you file as MTM trader last year?
Check
if yes
Did you quit trading and will be needing just a
"regular" tax return?
Check
if yes
Do you already know what type of return you will be
filing?
How many trading transactions did you do
for the tax year in question? (approximately) (buy and sell = at least 2 transactions)
(transaction = "ticket")
If you are not sure, we'll be glad to get the information for you
once we log into your account(s)
Who were your brokers for this
tax year? (list)
(buy and sell =
at least 2 transactions)
(transaction = "ticket")
approx optional
# of trans account #
broker
actions /website login
1
2
3
4
5
(note: if you fill out account #s above, please
send us your passwords in a separate email or fax identified by broker
number only (1,2,3) for security reasons)
Did you trade stockoptions?
Yes
If yes, about how many?
Do you file jointly with a spouse?
Yes
If yes, does your spouse have own income?
Yes
Is there anything else you would like to share with us at
this time?
