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 leesburgadmin@ucmplc.com (Leesburg) or warrentonadmin@ucmplc.com (Warrenton), faxed to 703-777-5708 (Leesburg) or 540-347-3353 (Warrenton), or uploaded securely via the Client Upload button on the home page.  You must have Adobe Acrobat Reader to view the selected files.

2019 Fillable 1040 Questionnaire

2019 Fillable 1041 Questionnaire

You must have Adobe Acrobat Reader to view the selected files. Adobe Reader

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