Client Questionnaire

Client Questionnaire
What will be your filing status for 2025?
Primary Name

First NameLast Name
Social Security Number or ITIN
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse/ Partner

First NameLast Name
Spouse Social Security Number or ITIN
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Occupation
How many dependents do you have? (Spouse is not considered a dependent)
First Dependent

First NameLast Name
First Dependent SSN or ITIN
First Dependent DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
First Dependent Relationship
Second Dependent

First NameLast Name
Second Dependent SSN or ITIN
Second Dependent DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Second Dependent Relationship
Third Dependent

First NameLast Name
Third Dependent SSN or ITIN
Third Dependent DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Third Dependent Relationship
Fourth Dependent

First NameLast Name
Fourth Dependent SSN or ITIN
Fourth Dependent DOB

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Fourth Dependent Relationship
At any time of the year, did you: (A) Receive (as a reward, award, or payment of property or services); or (B) Sell, exchange, gift, or otherwise dispose of a digital asset (Cryptocurrency, NFT)?
What type of income did you receive for 2025?

Other
Make sure photo is clear and is easy to view. You will also have the option of uploading later on in the questionnaire, if you cannot take a photo.
Possible deductions or credits you may qualify for.

Other
Make sure photo is clear and is easy to view. You will also have the option of uploading later on in the questionnaire, if you cannot take a photo.
Estimated Tax Payment
If you receive a refund how would you like to receive it?
Bank Account Information

Routing NumberAccount Number
Attachment (If documents have not been photographed, upload them here.

Please include any attachments (e.g.,W2, 1099-Nec, 1099K, 1099R, K-1, 1099SSA, 1099-B, 1099-Int, 1099-Div, 1098-Mortgage Interest etc.) that would help us better understand your tax needs.
Cancelof
Your Note (Include Items and Amounts that you have Questions About)
Signature
Please verify that you are human
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