Individual Update Form

Welcome back! Please complete this short form so we may update our records.
Taxpayer Name*
Spouse Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Point of Contact (if different from Taxpayer/Spouse)
Preferred Contact Method

EmailTelephoneText Cell Phone*
*Cell Phone for Text if applicable
Please enter a valid phone number.
E mail
example@example.com
Telephone
Dependents you are Claiming (please list names, if new, please provide date of birth and know we will need their Social Security Card to add them to the return)
Filing Status (select one)

SingleMarried Filing JointlyMarried Filing SeparateHead of HouseholdWidowerUnsure
Have you signed our current tax engagement letter? **Please note we will not begin until it is received.*

YesNo
At any time in 2023, did you receive, sell, exchange, or dispose of any virtual currency? **Please note that tax documents are required and additional fees apply

YesNo
How will you sign your return once completed?

Electronically via portalIn person at J&J's office
How would you like to us to return your tax documents?

I will pick them up within 30 days of my return being completedI have the originals so you do not need to return any documents to mePlease mail them to me, I ackknowledge I will be invoiced for postage.
Notes/Comments
Questionnaire

These are not required, but can be very helpful in saving tax dollars!
Did you have financial interest in or signature authority over a financial account or asset located in a foreign country?

YesNo
Did you sell a primary residence during the year? If "Yes" additional forms are required**

YesNo
Did you refinance any properties during the year? If "Yes", please provide closing documentation for refinance.

YesNo
Are you or your spouse Active-Duty Military?

YesNo
If "Yes" provide Tax Payer's state home of record
Spouse's home of record
Did you move to a different state during the year?

YesNo
If "yes" provide date of the move : Date field. and from which state Type a label to which state: Type a label .
Did you make any gifts in excess of $17,000?

Yes *We will need to prepare a gift tax return.No
Did you pay any long-term care premiums for yourself or spouse during the year?

YesNo
Long Term Care for Tax Payer blanks field. LTC for Spouse: blank
Did you make any contributions to a 529 college savings plan?

YesNo
Account #1      Account #2
Account #3      Account #4

Which state is the account located in:   Type a label
Did you make any estimated quarterly tax payments?

Yes *Documentation is requiredNo
Did you purchase Solar Panels?

Yes *Purchase agreement/Invoice requiredNo
Did you have any childcare expenses?

Yes *Childcare Statement(s) requiredNo
Did you, your spouse, or your dependents have any college expenses?

Yes *1098T required for college for each attended collegeNo
DId you use your RMD for QCD (Qualified Charitable Distributions)?

Yes *Please provide documentation for eachNo
Retirement Contributions - Outside of your employer plans

YesNo
CONTRIBUTIONS
Traditional IRA (TP)   (SP)
Converted to Roth (TP)       (SP)
ROTH IRA (TP)      (SP)
SEP (TP)       (SP)
Solo 401K (TP)       (SP)
Have you included all documents for your tax preparation to the best of your knowledge?

YesNo*
*If not, what are you missing?
ex. K-1 from investment - list names
Who are we preparing returns for In addition to yours? (Children/Trust/Business)
Should be Empty:

Questionnaire