Tax Deduction Discovery Tool

This tool is intended to create a personalized checklist to help you gather and submit your documents. There are several ways for you to give us your documentation:

Our Secure Portal
In-Person (drop off)
Email: admin@brickhousefinancial.com

Previous Two Years tax returns.Previous Year Only (Tax return was not required two years ago).None (Tax returns were not required either of the two previous years).

Area CodePhone Number

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

I want a face-to-face appointment to review and discuss my returnI am comfortable reviewing and signing my returns electronicallyI would like to review my return via phone and then sign electronicallyI would like to review my return virtually via webcam (Zoom)Other

Save a tree - Send me an electronic copy through a secure methodI really like having a paper copyWill you send me both? I'm transitioning to a paperless world, but I'm not there yet.Other

I am part of my parent's "tax family"I am the only person in my "tax family"No changes to my "tax family" from the previous yearI need to add/remove someone from my "tax family"

SpouseSame children as last yearI need to add/remove a child/dependent

Same children as last yearI need to add/remove a child/dependentNo children/dependent(s)

A health insurance form showing the child's name and my addressA school record showing the child's name and my addressA church record showing the child's name and my addressA medical bill or record showing the child's name and my addressA bank statement or record showing the child's name and my addressA third party document showing the child's name and my address

Spouse onlyMyself onlyBothNo

By putting in the number of mortgages you had during the tax year, each mortgage must have a 1098 statement from the tax year.

Buy, build, or make major improvements to my homeConsolidate consumer debts (i.e. credit cards, car loans, other debts NOT tied to your home)Finance a business or rental propertySomething else

QuickbooksBusiness spreadsheet (excel or other spreadsheet application)Other

Please download the Rental Property Checklist and complete it for each property. Submit details for each property using a different checklist for each property.

Please include 1098 mortgage statements and property tax notices for each property.

I/we participated ONLY in EMPLOYER sponsored retirement plan(s) (i.e. 401K Pension plan, 403(b), 457, SIMPLE, etc.)I/we have retirement accounts OUTSIDE of work (i.e. IRAs, Roth, SEP, Etc.)Both - we have retirement accounts at work AND outside of workI need help answering this question

Your office manages the accountsI will provide detailed contribution information for each retirement account (statements showing contribution amounts)I would like additional help with my IRA accounts

Federal onlyState onlyBoth

I will provide ALL of the backup documentation for my answers in this intake.The fees for preparing my return are based on a MINIMUM fee schedule. The fees may be greater than the minimum fee schedule when the time involved preparing my return X the hourly rate exceeds that schedule. Spending some of my time ensuring I have gathered all my documents will help keep my fees down.

2023 Tax Deduction Discovery Tool

Basic Information

Dependents

Healthcare Coverage

Income

Purchases, Sales, Gains, and Losses

Business and Rental Property Income & Deductions

Higher Education Deductions

Other Deductions