Client Questionnaire

Client Questionnaire
What will be your filing status for 2024?*

SingleHead of HouseholdMarried Filing JointlyQualified WidowerMarried Filing SeperatlyNot Sure
Primary Name*

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

MonthDayYear
Date
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.
Spouse/ Partner

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

MonthDayYear
Date
Spouse Occupation
How many dependents do you have? (Spouse is not considered a dependent)

01234
First Dependent

First NameLast Name
First Dependent SSN or ITIN*
First Dependent DOB

MonthDayYear
Date
First Dependent Relationship
Second Dependent

First NameLast Name
Second Dependent SSN or ITIN*
Second Dependent DOB

MonthDayYear
Date
Second Dependent Relationship
Third Dependent

First NameLast Name
Third Dependent SSN or ITIN*
Third Dependent DOB

MonthDayYear
Date
Third Dependent Relationship
Fourth Dependent

First NameLast Name
Fourth Dependent SSN or ITIN*
Fourth Dependent DOB

MonthDayYear
Date
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)?

YesNo
What type of income did you receive for 2024?

Wages/ W2InterestDividendsIRA/ Pensions/ AnnuitiesSocial SecuritySale of HomeSale of StocksCrypto/ NFTIndependent Contractor/ DBA IncomeRental PropertyK-1 Income (Own an S-Corp, or Partnership or in a Trust/Estate)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.

Paying off Student Loan (1098E Tax Form)Paid for University or College (1098T Tax Form)Childcare ExpensesPurchased a New VehicleMortgage Interest (1098 Mortgage Interest Tax Form)Purchased a New Electric VehiclePut Money in an HSA (Health Savings Account)Real Estate TaxesInvested Money in an IRADonationsAdopted Child/ ChildrenOther
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?

Direct DepositMailed Check
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

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