• BeanCounters Tax & Accounting

    Due to tax law changes, please complete the following information. This form will help ensure we are providing the best service possible. We will review this form, if you have any additional questions, please list at the end of this form. THANK YOU!
  • Privacy Policy. The nature of our work requires us to collect certain nonpublic personal information about you from various sources. We collect financial and personal information from applications, worksheets, reporting statements, and other forms, as well as interviews and conversations with our clients and affiliates. We may also review banking and credit card information about our clients in the performance of receipt of payment. Under our policy, all information we obtain about you will be provided by you or obtained with your permission.

    Our firm has procedures and policies in place to protect your confidential information. We restrict access to your confidential information to those within our firm who need to know in order to provide you with services. We will not disclose your personal information to any third party without your express permission, except where required by law. We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access. Please contact us with any questions regarding our privacy policy.

  • Taxpayer Information

  • Income and Deductions

  • Please select all that apply reference:

    W2(s); 1099 R from Retirements & Pensions; Social Security or Rail Road Retirement; Unemployment; Disability Income; Tip Income; Self Employed Income (requires income and expenses); 1099 NEC; 1099 Misc; Other Income (Include Prizes and Winnings); Interest (1099 Int) or Dividend Income (1099 DIV); Hobby Income; Rental Property/Land Income & Expense; Sale of Stocks/Bonds/Mutual Funds (1099B or Composite Required); K1 from Partnership; K1 from S-Corp; K1 from Estate or Trust; Other inheritance, Homes/stocks/IRA's/Cash, etc.; Lottery/Gambling Winnings; Alimony Received; Alimony Paid; Sold main home; Purchased a new home; Sold another property; Purchased an additional property; Refinanced a home; Made energy efficient improvements to main home; Purchased a Hybrid or Electric vehicle; Paid College Tuition (form 1098T and transcript of payments required); Paid Private school tuition for K-12 students; Paid Student Loan Interest (form 1098E); Cancelled debt/Foreclosed on a property; Purchased Health Insurance through a state exchange or Healthcare.gov (form 1095A); Had out-of-pocket medical expenses (Insurance Premiums, Co-pays, Doctor/Dentist visits, eye glasses, etc.); Have a Health Savings Account (HSA)(form 1099SA & 5498 required); Paid for childcare, extended school day, summer camps, etc. (Must provide Name, SSN/EIN and Address for all providers for credit); Paid a household employee, ie: Nanny or Maid; Worked in education; Contributed to an IRA outside of payroll deductions; Contributed to 529 College Savings Plan; Received Per Diem Paid; Union Dues; Was a victim of Identity Theft; Was a victim of a Ponzi Scheme

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  • State if known...        

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