Client Tax Questionnaire

Name

First NameLast Name

Social Security Number*

Spouse's Name

First NameLast Name

Spouse's Social Security Number

Date of Birth*

MonthDayYear

Spouse's Date of Birth

MonthDayYear

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Area CodePhone Number

Email*

example@example.com

Dependent's Name

First NameLast Name

Dependent Social Security Number

Dependent Date of Birth

MonthDayYear

Dependent's Name

First NameLast Name

Dependent Social Security Number

Dependent Date of Birth

MonthDayYear

Dependent's Name

First NameLast Name

Dependent Social Security Number

Dependent Date of Birth

MonthDayYear

Any questions answered Yes will likely require you to provide additional detailed information.*

	YES	NO
1. Would you like to receive a paper copy of your return(s) in addition to the electronic (PDF) copy?
2. Did you receive any correspondence from the IRS? If so, please provide a copy.
3. Do you or your spouse have an IRS-issued identity theft PIN?
4. Are you self-employed? If so, please request a Schedule C organizer from us.
5. Do you have rental properties? If so, please request a Schedule E organizer from us.
6. Were there any births, deaths, marriages, divorces or adoptions in your immediate family?
7. Were there any changes in dependents from the prior year?
8. Did you, your spouse, or any dependents have college/university expenses?
9. Did you pay interest on a student loan?
10. Did you have any debts forgiven? Did you receive a 1099C?
11. Did you have health care coverage through Healthcare.gov? If so, please provide 1095-A.
12. Did you have a foreign bank account, trust, or business? If so, please provide details.
13. Did you own more than $50,000 in foreign financial assets?
14. Did you or your spouse sell or exchange any Bitcoin or other virtual currencies?
15. Did you or your spouse sell, exchange, or purchase any real estate. If so, please upload closing docs.
16. Did you purchase an alternative technology vehicle or electric vehicle?
17. Did you install any energy saving windows, equipment, solar, etc. to your primary home?
18. Did you make any estimated tax payments, other than payments withheld from your paycheck?

Comments or Additional Information:

CLIENT TAX QUESTIONNAIRE