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Tax Questionnaire
1040
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* Indicates required question
Name (and spouse) as listed on your previous Tax return:
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Your answer
For New Clients- date of birth (and spouse):
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Your answer
Current Email address for you (and spouse):
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Your answer
Did your marital status change during the year?
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Yes
No
Current phone number #
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Your answer
Did your address change during the year? If yes, please provide your new address.
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Your answer
Did you change your state of residency? If so, provide residency change dates.
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Your answer
Could you be claimed as a dependent on another person's tax return?
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Yes
No
List the names of the dependents that you will be claiming this year. For New Clients please list DOB for each child.
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Your answer
Did you buy or sell any stocks, bonds or other investment property?
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Yes
No
Did you purchase, sell, or refinance your principal home, second home, or did you take a home equity loan? If yes, please upload closing documents to the portal.
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Yes
No
Did you have any rental income activity during the year? If yes, please upload (to the portal) rental income and expenses for each property.
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Yes
No
Did you make any residential energy-efficient improvements or purchases (windows, doors, heat pumps, insulation, solar, etc.)?
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Yes
No
Did you purchase an electric or alternative fuel vehicle during the year? If so, provide details including vehicle year, make, model, Vin number and the price of the vehicle.
Your answer
Did you receive a distribution from or make a contribution to a retirement plan (401k, IRA, etc.)?
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Yes
No
Did you transfer or rollover any amount from one retirement plan to another retirement plan?
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Yes
No
Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA?
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Yes
No
Did you, your spouse, or a dependent incur any tuition expenses that are acquired to attend a college, university, or vocational school?
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Yes
No
Did you receive, sell, send, exchange or otherwise acquire any financial interest in virtual currency?
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Yes
No
Did you make any Charitable contributions? Please list charity name and contribution amount or upload information to Portal.
Your answer
May the IRS discuss your return with your preparer?
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Yes
No
Did you make any quarterly tax payments? If so, how much & on what date for each payment?
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Your answer
Did you have an interest in, signature or other authority over a financial account in a foreign country?
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Yes
No
New Clients- Provide a copy of your previous year tax return. (Upload to our portal)
Your answer
Please provide any additional information.
Your answer
Payments due and refunds
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Yes
No
If No, I will be responsible for making all payments.
If you have a refund, would you like it direct deposited into your bank account?
If you owe a balance, would you like to make the payment using direct withdrawal?
Would you like us to process your invoice using your bank account information?
Yes
No
If No, I will be responsible for making all payments.
If you have a refund, would you like it direct deposited into your bank account?
If you owe a balance, would you like to make the payment using direct withdrawal?
Would you like us to process your invoice using your bank account information?
Provide your name below as your signature that all above statements are correct.
Your answer
Provide your bank routing number, or upload a check to the portal.
Your answer
Provide your bank account number, or upload a check to the portal.
*
Your answer
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