2024 Client Tax Questionnaire

Taxpayer Name: *

First

Last

Address: *

Address Line 1

Address Line 2

City

State

Zip Code

Social Security Number: *

Occupation:

Email: *

Phone Number: *

Date of Birth: *

What type of tax return will you filing this year?

Name and Address: Spouse

Spouse Name:

First

Last

Address

Address Line 1

Address Line 2

City

State

Zip Code

Social Security Number: (Spouse)

Occupation:

Email:

Phone Number:

Date of Birth: (Spouse)

Dependent's Name and DOB:

Name

First

Last

DOB:

Social Security Number: (dependant)

What is the relationship of dependent to you?

Was the dependent a full time student during tax year?

Yes
No

Enter the total child care expenses you paid for this person

Income: Y/N

Y
N

Name (2nd dependant)

First

Last

DOB: (2nd)

Social Security Number: (2nd dependant)

What is the relationship of dependent to you? (2nd dependant)

Was the dependent a full time student in during tax year? (2nd dependent)

Yes
No

Enter the total child care expenses you paid for this person (2nd dependent)

Income: Y/N (2nd dependant)

Y
N

Addonitional Dependent's Name and DOB:

Personal Information

Can you or your spouse be claimed as a dependent by another tax payer? *

Y
N

Have you or your spouse been a victim of identity theft and have been contact by the IRS? *

Y
N

If Yes, please provide the 6-digit protection pin that was issued by the IRS.

Did you or your spouse pay any student loan interest? *

Y
N

Did you or your spouse have any withdraws from a retirement account like a 401K or IRA? *

Y
N

Did you or your spouse withdraw money from a Qualified Education Program (Section 529 Plan)? *

Y
N

If yes, please provide Forms 1099-Q. - File Upload

Did you, your spouse or your dependents incur any post-secondary education expenses, such as tuition? *

Y
N

Health Care Info

Did you have healthcare coverage for you, your spouse, and any dependents for the entire year? *

Y
N

If yes, please provide all forms 1095-A, 1095-B, & 1095-C. - File Upload

Dependents:

Did you or your spouse pay for child care while you or your spouse worked or looked for work? *

Y
N

(If so, please provide provider info-tax id, Name, location-amt paid)

Do you have any children with unearned income of $1,050 or more? *

Y
N

Do you have any children with earned income or unearned income? *

Y
N

Deductions and Credits

Did you or your spouse make any charitable contributions during tax year *

Y
N

(If yes, how much?)

Did you or your spouse incur any casualty or theft losses? *

Y
N

(If yes, how much?)

Did you or your spouse make any large purchases, such as a automobile? *

Y
N

Did you or your spouse purchase or sell your personal residence during tax year? *

Y
N

Other Misc. Items

Are you or your spouse an independent contractor with a “1099” statement? *

Y
N

Did you or your spouse perform any work outside of the U.S. or pay foreign income taxes? *

Y
N

Did you or your spouse make any Federal or State estimated tax payments during tax year? *

Y
N

Did you or your spouse contribute to an Education Saving account, such as a 529 plan? *

Y
N

Would you like your return to be E-filed? *

Y
N

Did you receive the 3rd economic stimulus payment ? *

Y
N

Do you wish to have your Federal and State Tax Refund direct deposited to your bank account? *

Y
N

If so, please provide the following:

Bank Name: Routing Number: Account Number: Checking/Savings:

Any additional documents - File Upload

"Please include a copy of driver's license or state id and social security card"

Any additional documents - File Upload

"suggested documents (W2, forms 1099, 1098, soc sec statements...)

Any additional documents - File Upload

"suggested documents (W2, forms 1099, 1098, soc sec statements...)

Any additional documents - File Upload

"suggested documents (W2, forms 1099, 1098, soc sec statements...)