First Time Taxpayer Questionnaire

Filing Status*

SingleMarried Filing JointlyHead Of HouseholdWidowMarried Filing SeparatelyBusiness Taxes Only
Basic Information
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Social Security Number*
Date of Birth*

MonthDayYear
Date
Occupation*
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Did You Receive the third Economic Impact Payment in 2021? (Would have been around March 2021 for most)*
If yes, how much did you receive?
Type Of ID*
ID Number*
Please upload a copy of your ID front.*

Cancelof
Please upload a copy of your ID back.*

Cancelof
Spouse
Spouse Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Occupation
Phone Number
Please enter a valid phone number.
Email Address
example@example.com
Type Of ID
ID Number
Identity Protection Pin (if applicable)
Dependent(s)

Other dependents or people who lived with you

	Name	Social Security	IP PIN	Date of birth	Relationship	Income
1
2
3
4

Did you receive the Advanced Child Tax Credit in 2021 (Monthly payments from the Government)?

YesNo
If you did receive the advanced payments, how much was the total amount of all payments received?
Income
Please select all forms of Income*

W21099-MISC1099-R1099-SSA1099-K1099-G1099-DIVW2G1099-COther
Deductions

Please Provide All Documentation
Adjustments

Medical Saving AccountEducator ExpenseHealth Saving AccountPenalty on Withdraw of SavingIRA DeductionAlimony PaidStudent Loan Int DeductionOther
Itemized Deductions

Medical and Dental ExpensesMortgage Interest and ExpensesTaxes You PaidGifts To CharityOther
Health Insurance Questionnaire
Did you have or were you covered under a health insurance plan in 2024?*

YesNo
Real Estate
Do you own a property (house, condo, etc)?

YesNo
If so, which type of property?

Single FamilyMultifamilyCondoCo-opTownhouse
Do you own a non-owner occupied investment property?

YesNo
If yes, you will need to upload supporting documents if you plan to claim on your tax return including 1098.
EDUCATION

(Please provide 1098-T and Supporting Documents)
Eligible Student

First NameLast Name
Business Expenses
Do you own a business or have business expenses?

YESNO
Schedule C Supporting Documents Statement Dear Taxpayer, To comply with IRS EITC due diligence requirements, as a paid preparer I am required to make adequate inquiries to be satisfied that the taxpayer is carrying on a business and that the income and expenses reported on the tax return are substantially correct and complete. In the event of a loss of client records or due to poor recordkeeping, a paid preparer I may need to help you as a client reconstruct the records. The reconstruction will demonstrate that the paid preparer exercised due diligence and it will also teach the client about recordkeeping. The goal of record reconstruction is to use available documentation to develop a sound and reasonable estimate of the taxpayer's business income and expenses to support the Schedule C prepared. Although the taxpayer may not have formal books and records with supporting documentation, they may have partial records that can be used as a basis for reconstruction. Knowledgeable tax preparers can guide their client on how to use these partial records to develop support for the Schedule C. This reconstruction can also provide support for the return in the case of an audit. Numerous court cases exist that support the use of reasonable estimates and reconstruction of income and expenses to determine a taxpayer's correct tax liability. However, if the tax preparer is notsatisfied with the accuracy of the reconstructed records, you have the right to refuse to prepare the return. By signing the acknowledgment, you affirm that I have communicated my professional responsibility to prepare returns that are accurate. The taxpayer is ultimately responsible for the figures computed through record reconstruction, and you are informed as the taxpayer of possible repercussions of filing a false EITC claim whether with or without my assistance. However, as a tax preparer I must exercise duediligence and apply reasonableness as I may be subject to penalties and additional consequences.
Type of formation

SoleSole ProprietorLLCS-CorpC-CorpPartnership
Name of Business
Percentage of Business Owned
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number
Please enter a valid phone number.
Business Email Address
example@example.com
Type of Business
EIN or SSN Number
Schedule C - Expenses(Please provide ALL supporting documentation)Advertising Contract Labor Commission and fees Depletion Employee benefit programs Insurance (other than health) Mortgage interest Other interest Legal and professional services Office expense Pension and profit sharing Rent or lease of equipment Rent or lease of property Repairs and maintenance Supplies Taxes and licenses Travel Meals (50%) Enter 100% of the expenses Utilities Car and Truck ExpensesPlease Note: Actual car or truck expenses must be entered in the depreciation menu for this business. You cannot claim both actual expenses and mileage for the same vehicle.Description of Vehicle Date you placed your vehicle in service for business purposes Date Of the total number of miles you drove your vehicle during the tax year, enter the number of miles you used your vehicle for each of the following.Business miles Other
Tax Preparation Checklist Please provide the following documentation: All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reportingstatements, including all copies provided from the payer. Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outsideof a public exchange), or Form 1095-C (for employer-provided healtinsurance coverage). If you are a new client, provide copies of last year’s tax returns. The completed Individual Income Tax Organizer. Note: If you choose not to fill out the organizer, you must at least answer the “Yes” or “No” questions under “Questions — All Taxpayers.” Copy of the closing statement if you bought or sold real estate. Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage. Detail of estimated tax payments made, if any. Income and deductions categorized on a separate sheet for business or rental activities. List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions. Copy of all acknowledgement letters received from charitable organizations for contributions made in 2020.
Tax Return Preparation We will prepare your tax return based on information you provide. In the event your return is audited, you will be responsible for verifying the items reported. It is important that you review the return carefully before signing to make sure the information iscorrect. Unless otherwise stated, the services for preparation of your return do not include auditing, review, or any other verification or assurance.
Please upload all supporting documents including: W2, 1099, 1098T, etc*

Cancelof
Taxpayer Signature*

Clear
Type a question
Referred by:
Date*

MonthDayYear
Date
Spouse Signature

Clear
Date

YearMonthDay
Date
Should be Empty:

Basic Information

Spouse

Dependent(s)

Income

Deductions

Health Insurance Questionnaire

Real Estate

If yes, you will need to upload supporting documents if you plan to claim on your tax return including 1098.

EDUCATION

Business Expenses