PERSONAL TAX QUESTIONNAIRE

Thank you for reaching out to Howard Tax Prep LLC. To help us gain a better understanding of what deductions you qualify for, please answer the questions below.

How did you find out about us? (We need specifics, person’s name, name of theHow did you find out about us? We need specifics, the name of the event you attended, our clients name, the name of the Facebook group, the news channel, etc.

Please provide your first and last name.

Please provide your email address.

example@example.com

Please provide your phone number.

Who normally prepares your taxes/What happened to your old tax preparer/Why are you looking to switch?

What made you desire to hire a professional? (Only if you used to do your own taxes).

How many tax forms do you have? Count # of W2's, 1099's, etc. DO NOT count 1095A or 1095C, and do not count student loan interest form.

Do you work a job and receive a W2?

Yes No

Are you a veteran, disabled, or age 55 and older?

Veteran Disabled Age 55+

How old are you? We ask for earned income reasons, and discount purposes.

Are you male or female?

Male refer to as Mr. Female (single) refer to as Ms. Female (married) refer to as Mrs.

ARE YOU MARRIED OR SINGLE?

Married Single

If Married but separated, please advise what date the other spouse moved out.

Date

Do you have biological children UNDER THE AGE OF 16, that live in your home that you financially take care of?

Yes No

Do you have biological children OVER THE AGE OF 16, that live in your home that you financially take care of?

Yes No

Do you have children that live in your home that you did not birth, that you take care of financially that WILL NOT be claimed on a their parents return? YOU MUST HAVE PROOF THAT THEY LIVE IN YOUR HOME BY SCHOOL RECORDS, SHOT RECORDS, ETC.

Yes No

DO YOU TAKE CARE OF ANY ELDERLY PARENTS, COUSINS, OR SIBLINGS FINANCIALLY THAT YOU CAN PROVE WITH RECEIPTS?

Yes No

What relative do you take care of, and how do you take care of them?

Example: Mom, and I pay her rent & buy groceries.

Did you have medical expenses that were more than 15% of your income?

Yes No

Did you donate 10% or more of your salary/income to a nonprofit organization? YOU MUST HAVE WRITTEN PROOF TO TAKE THIS DEDUCTION!

Yes No

DID YOU PURCHASE A NEW CAR, A VEHICLE, OR OTHER ITEM THAT YOU PAID SALES TAX ON? YOU MUST HAVE WRITTEN PROOF!

Yes No

Did you have a biological child in college, or trade school that lived in your home, (or in the dorms) that you take care of?

Yes No

Do you have the 1098-T from the college that YOUR CHILD attended? IF NOT, YOU CANNOT TAKE THIS DEDUCTION.

Yes No

Were YOU in college or trade school during the tax year?

Yes No

Do you have the 1098-T from the college that YOU attended? IF NOT, YOU CANNOT TAKE THIS DEDUCTION.

Yes No

Do you own a Small business /Side business/Hustle/ or have something that you do on the side like Lyft, Uber, Avon, etc. to earn additional income?

Yes No

What type of business entity do you have?

LLC C-corporation S-Corporation Partnership Nonprofit/Foundation No Entity Created, Just A Sole Proprietorship

Are you a homeowner?

Yes No

What year did you purchase your home?

Did you sale a home in the tax year?

Yes No

Do you own rental property that is currently being rented out?

Yes No

Do you have retirement accounts, investment accounts, or mutual funds?

Yes No

Did you win any money gambling on the lottery, the boat, horse track, etc.?

Yes No

Did you trade on a platform like Forex, Robinhood, etc.?

Yes No

Did you drive for UBER, LYFT, INSTACART, DOORDASH, OR ANYTHING SIMILAR?

Yes No

THE NEXT SET OF QUESTIONS IS ONLY FOR PEOPLE THAT WANT TO PAY OUT OF THEIR RETURN.

DID YOU FILE BANKRUPTCY?

HOW MUCH DO YOU OWE IN STUDENT LOANS?

ARE YOU ON CHILD SUPPORT?

DO OWE BACK CHILD SUPPORT?

DO YOU HAVE ANY OLD UNEMPLOYMENT DEBT, UNPAID PARKING TICKETS, OR STATE HOSPITAL BILLS?