Tax Reduction Planning Questionnaire
Our tax planning service starts with a proactive look at all your income and expenses so that we can find every available deduction, credit, loophole, and opportunity before we file your tax return. Please complete the form in it's entirety.
Your Name:
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First Name
Last Name
Email Address:
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Email
Marital Status
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Single
Married & Living WITH Spouse
Married & Living APART From Spouse
Divorced Legally with a Divorce Decree (not just separated.
What is your age?
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What isthe age of your spouse's?
How many dependents under the age of 6 do you have?
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How many dependents ages 6-17 do you have?
How many dependents over the age of 17 do you have?
Have You Provided More Than 50% Of Care For An Elderly Parent(s), Older Children, Family Members, etc.
How much did your household spend for medical services? Include corrective lenses, surgeries, medications, copays, deductibles, durable medical equipment, etc.
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Do you have a HSA? If you don't know what this is, you don't have one.
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Yes
No
Have you purchased real estate within the last 5 years?
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Yes
No
If you purchased real estate, did you purchase this property to live in, fix and sell, or to provide housing (landlord) to others?
Did You START, or Do You HAVE A Side Business, or Side Hustle? Think Air BNB, Uber, Lyft, Babysitting, Primerica, It Works, Hair Stylist, Catering, Therapist, Side Hustle, Small Business, etc.
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Yes
No
How much income has your side business/1099/Independent Contractor/Sole Proprietor generated to date? If you don't know, log into Uber, Check Your Bank Records, Add Receipts for Cash Paying Customers, etc.
How Much W2 Income (From A Job) have you made thus far? If you don't work a job, please input 0.
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How much federal income has your employer withheld from your paycheck?
How much income has your spouse earned from a W2 job?
How much federal income tax has your spouses employer withheld from their paycheck?
For your side business how much have you paid in estimated taxes (Payments That You Sent Into The IRS) this year?
How Much Have You Contributed To a 401k Plan?
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How Much Has Your Spouse Contributed To A 401k Plan?
How Much Have You Contributed To An IRA?
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How Much Has Your Spouse Contributed To An IRA?
How Much Have You Spent on Medical Expenses? For Yourself, Spouse, & Children?
Do You Have A Brokerage Account? This is an account where you trade stock or crypto.
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Did Any Of Your Stocks lose Value?
Have You Paid For Any College Expenses, Trade School, Business Certifications, etc. for yourself or your dependents?
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Upload Your Last Paycheck Stub, and the last tax return that you filed.
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Max Total Upload Size: 500MB
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Tax Planning
$595.00
$
595.00
At Howard Tax Prep LLC, we create personalized tax reduction plans that can save from anywhere between $5,000-$20,000 over a 5-7-year period. Traditionally, small business owners, real estate investors, and professional investors (day traders) benefit most from tax planning.
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