Tax Questionnaire
The questionnaire will help UMMC identify issues that could have tax implications on returns and will allow UMMC to address those issues, and any specific requests, as early as possible. Please return to UMMC at your earliest convenience and contact our office if you have questions.
The forms below are fillable and can be downloaded and emailed to UMMC at [email protected] (Leesburg) or [email protected] (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Portal button on the home page.
You must have Adobe Acrobat Reader to view the selected files.
