2020 Client Questionnaire

2021 Individual Questionnaire
It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potentional tax savings and to create a complete and accurate tax return.

Submit your supporting documents, completed Tax Questionnaire and signed Engagement Letter in one of the following ways:
- Upload your documents electronically through our secure portal, SecureFilePro. You can find the link in our email signatures or on our website under ‘Access Secure Client Portal’ in the top menu.
- Mail/Deliver to 32419 Jessenland Road, Henderson, MN 56044

Are you a new client to The Marex Group this year?

YesNo
Please click on the arrow below to provide new client information, if not already provided to us. If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

New Client
Taxpayer Name:

First NameLast Name
Date of Birth:

MonthDayYear
Date
SSN:
No dashes
Occupation:
Driver License (DL) #:
DL State of Issue:
DL Issue Date:

MonthDayYear
Date
DL Expiration Date:

MonthDayYear
Date
Spouse Name:

First NameLast Name
Date of Birth:

MonthDayYear
Date
SSN:
No dashes
Occupation:
Driver License (DL) #:
DL State of Issue:
DL Issue Date:

MonthDayYear
Date
DL Expiration Date:

MonthDayYear
Date
Have you provided your prior year FEDERAL and STATE tax returns?

YesNo
If no, please upload your prior year federal and state tax returns to Jessica through our secure portal SafeSend. You can find the link in our email signatures or on our website under ‘client drop box’ in the top menu.
Do you want the IRS to contribute $3 per tax payer to the Presidential Campaign Fund? This does not affect your tax liability and does not go to a specific candidate.

YesNo
Did you dispose of any vehicles during 2021 that you used for any business purpose, rental property, job etc. that you deducted on your taxes in the past? If yes, please provide detail including sale/disposal date and sale/trade in amount in the comments section below.

YesNo
Comments:

Did you make any estimated tax payments in 2021 (in addition to withholding from your wages)?

YesNo
If yes, click on the arrow below to provide information regarding your estimated tax payments.

If you have comments on any item, please leave them in the comment section at the bottom of the page.

Estimated Tax Payments
IRS Payments
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
State Payments
How many different states did you pay estimated taxes payments to for 2021?

0123

State #1
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date

State #2
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date

State #3
To which state did you pay estimated taxes?
1st Quarter Amount Paid:
1st Quarter Date Paid:

MonthDayYear
Date
2nd Quarter Amount Paid:
2nd Quarter Date Paid:

MonthDayYear
Date
3rd Quarter Amount Paid:
3rd Quarter Date Paid:

MonthDayYear
Date
4th Quarter Amount Paid:
4th Quarter Date Paid:

MonthDayYear
Date
Comments:

Did you pay for any child care so you and your spouse if married could work, look for work, or attend school, for any child under the age of 13?

YesNo
If yes, click on the arrow below to provide information regarding your child care.

If you have comments on any item, please leave them in the comment section at the bottom of the page.

Child Care
How many different child care providers did you pay in 2021?

123

Child Care Provider #1
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit.
Amounts paid to child care provider PER DEPENDENT:

Child Care Provider #2
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit.
Amounts paid to child care provider PER DEPENDENT:

Child Care Provider #3
Name of Business/ Care Provider:
Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax Identification Number (social security number or federal identification number). If you do not provide this, you cannot take this credit.
Amounts paid to child care provider PER DEPENDENT:
Comments:

Did anyone attend college during 2021?

YesNo
If yes, include all Forms 1098-T and click on the arrow below to provide information regarding your education.

If you have comments on any item, please leave them in the comment section at the bottom of the page.

Education
Did the student receive scholarships or grants?

YesNo
If yes, please indicate amounts received (if not provided on Form 1098-T)
Did the student or taxpayers receive any distributions from a qualified tuition program (529 plan, Coverdell, etc.)? If so, please provide Form 1099-Q.

YesNo
Did you pay for any required course materials (books and supplies) in 2021 that were not reflected on the Form 1098-T? If so, provide a summary of these.

YesNo
If yes, please indicate the amount that was NOT purchased from that educational institution.
Comments:

Did you make any contributions to an education savings account in 2021?

YesNo
If yes, click on the arrow below to provide information regarding your education savings account. If you have comments on any item, please leave them in the comment section at the bottom of the page.

Education Savings
Did you make contributions to any 529 tuition savings plan? If so, provide the 2021 year-end statement for your 529 tuition savings plan account(s).

YesNo
Comments:

Did you purchase rental property during 2021?

YesNo
If yes, click on the arrow below to provide information regarding your rental property. If you have comments on any item, please leave them in the comment section at the bottom of the page.

Purchase of Rental Property
Please provide copies of the purchase closing statement of any real property purchased in 2021. Also, provide copies of any refinancing settlement statements if you refinanced the property after purchase.

NOTE: There are certain items included in a rental property purchase that can be depreciated over a shorter period of time than the building. Although this step is OPTIONAL, by identifying the value at purchase of these items below we can maximize the current year tax deductions for your property.

Please provide the value at purchase of the following items in the rental property purchased:
Refrigerator:
Stove:
Oven:
Dishwasher:
Microwave:
Washer:
Dryer:
Flooring - Tacked Down Carpet:
Window Coverings:
Hot Water Heater:
Furnace:
Air Conditioner:
Roof:
Landscaping:
Other (please describe):
Comments:

Do you have a home office?

YesNo
If yes, click on the arrow below to provide information regarding your home office. If you have comments on any item, please leave them in the comment section at the bottom of the page.

Home Office
If the taxpayer or spouse has a qualified home office, please complete the following (include the total amount of each expense; we will calculate the home office portion). If you do not know what qualifies, please ask us.
Square footage of the space used solely for business:
Total square footage of your home:
Is this a new home office in 2021?

YesNo
Purchase price of home:
Cost of major improvements:
Date home office first used:

MonthDayYear
Date
If you would prefer to use the IRS standard home office deduction of $5/square foot (maximum of $1,500), please indicate below and do NOT complete the Home Office Details.
I want to use the standard home office deduction

YesNo

Home Office Details:
2021 Mortgage Interest Paid:
2021 Property Taxes Paid:
2021 Rent Paid (if you do not own the home):
2021 Utilities Paid (Electric, Gas, Water, Sewer, Trash):
2021 Property Insurance Costs Paid:
2021 Maintenance Expenses Paid:
2021 Repairs Paid:
2021 HOA Fees Paid:
2021 Capital Improvements and/or Appliances (include description, date in service, and amount):
2021 Other Home Expenses (please describe):
Comments:

When you are confident that you have completed this form in its entirety, click the submit button.
Should be Empty:

2021 Individual Questionnaire

Contact Information

If you have comments regarding any of the questions below, please leave them in the comment section at the bottom of this page.

If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

If you have comments regarding any of the items below, please leave them in the comment section at the bottom of this page.

IRS Payments

State Payments

When you are confident that you have completed this form in its entirety, click the submit button.