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 (Leesburg) or (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Upload button on the home page.  

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Let us provide the tax, accounting, and financial strategic planning services you deserve.

Leesburg office

5 Loudoun St. SW Ste. B
Leesburg, VA 20175
Phone: 703.771.1818
Fax: 703.777.5708

Warrenton Office

10 Rock Pointe Lane Ste. 3
Warrenton, VA 20186
Phone: 540.347.5681
Fax: 540.347.3353