Tax Service Questionnaire
Please complete the questions to determine the tax preparation service you may fall under. **Please note this is only an estimate and will not replace the correct rate based on information submitted at the time of service.
Are you married?
*
Yes
No
Are you claiming a dependent?
*
Yes
No
How many dependents are you claiming?
1-3
4 or more
Do you have tax forms other than a W2, 1099-SSA, or 1099-R. This includes business and rental income. (you must look at the form number on the document. You may not have a form for business and/or rental income)?
*
No
Yes
Please indicate which forms you have OTHER than the W2.
1098-T
1099-NEC
1099 MISC
Business income including cash
Rental Property income including cash
Schedule K (Income from partnership)
1099B - Sold Investments
How many Businesses do you operate?
1
2
3
4 or more
How many Rental Properties do you own?
1
2
3
4 or more
Do you also have a W2 with an amount in Box 2? (Or paystub with YTD showing an amount under federal taxes withheld).
Yes
No
Submit
Should be Empty: