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Musselman Tax Questionnaire
Thank You for filling out our questionnaire.  The more answers and detail you give us the better we can get started on completing your taxes as efficiently as possible.  The answers are encrypted, and it is safe to upload and answer.  We do not share your answers with anyone, and do not save the information on our servers.  
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New clients, please provide previous 2 years tax returns as well
A 1099-R tax form reports distributions from a retirement plan — income you might have to pay federal income tax on. But the form isn’t just for retirees drawing on their nest eggs. There are other situations when you might get a 1099-R before you retire. If you took a distribution, you should have a form for each account.
This could be disability or senior eligible benefits.
Please state if it was child support or alimony.
This is sales tax owed on personal items purchased outside of Michigan (ex: cigarettes, alcohol, fireworks, etc.)
You may upload receipts at the end of the form along with other information needed.
Click or drag files to this area to upload. You can upload up to 20 files.
Secured file upload. No information will be shared outside Musselman Tax and Bookkeeping. By uploading these documents you understand that they are solely for the benefit of completing your taxes, accounting or bookkeeping.