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  • Tax Preparation Intake Questionnaire

    Tax Year: 2022

  • Thank you for taking the time to complete the Client Tax Preparation Intake Questionnaire. For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date.

    Complete this form with the confidence that there is an extra layer of security that specifically protects fields containing sensitive information of your entries.

    If you are unable to complete this form in one sitting, please click 'Save' at the bottom of this page and continue with the emailed link at your convenience.

    CLICK HERE TO DOWNLOAD THE TAXESTOGO MOBILE APPLICATION IF YOU HAVE NOT DONE SO BEFORE COMPLETING THIS FORM.


    Please note that some questions are required to submit.

  • Tax Payer's Personal Information

  • If you are filing a joint return, enter your names in the same order as last year's return, if you filed joint.

  • Marital Status

  • Married - This includes registered domestic partnerships, civil unions, or other formal relationships under state law.

  • E.g. Lease agreement, utility bills, a letter from a clegry member, or a letter from social services

  •  - -
  •  - -

  • Spouse's Personal Information

  • If you are filing a joint return, enter your names in the same order as last year's return, if you filed joint.

  •  - -

  • To retrieve your IP PIN, please visit: https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

  • Interest rates apply for amounts over $1,000.

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  • Household Information

  • Complete the following below of everyone who lived with you (other than your spouse) or anyone you supported but did not live with you in 2022.

  • Dependent #1

  •  - -

  • Dependent #2

  •  - -

  • Dependent #3

  •  - -

  • For the following sections, select the appropriate response for each question.

  • Income

    Last year, did you (or your spouse) receive:

  • Form W-2

  • Forms W-2, 1098-T

  • Forms 1099-INT, 1099-DIV

  • Form 1099-G

  • Forms 1099-MISC, 1099-NEC, cash, virtual currency, or other property or services

  • Forms W-2 or 1099

  • Forms 1099-S, 1099-B

  • Forms 1099-R, W-2

  • Form 1099-R

  • Form 1099-G

  • Forms SSA-1099, RRB-1099

  • Gambling, lottery, prizes, awards, jury duty, virtual currency, Sch K-1, royalties, foreign income, etc.

  • Expenses

    Last year, did you (or your spouse) pay:

  • Select all that apply.

  • Form 1098-T

  • Form 2441

  • Form 1098-E

  • Life Events

    Last year, did you (or your spouse) pay:

  • Forms 5498-SA, 1099-SA, W-2 with code W in box 12

  • Forms 1099-C, 1099-A

  • Select all that apply.

  • Form 1095-A

  • Letter 6419

  • Supporting Documentation

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  • All documents must be received prior to your tax return being filed.

  • Self-Employment

    Business #1

  • If yes, please proceed to form titled "Self-Employment Certification" to proceed.

  • Should be Empty: