Yes No Are you legally blind and at least 65 years old?
Yes No Do you have a permanent disability?
Yes No Did you receive state unemployment benefits? If yes, provide Form 1099-G.
Yes No Did you receive Social Security benefits? If yes, provide Form 1099-SSA.
Yes No Did you pay child support in 2025?
Yes No Did you receive overtime wages reported on your Form W-2? (Must have Social Security Number) If yes, you need to attach to your W2 a statement from your employer showing only the portion of the overtime paid or the final pay stub showing year-to-date overtime
Yes No Did you receive tips as part of your work? (Must have Social Security Number) If yes, please specify your job or position If yes, how were these tips reported? Please Select on W2 on 1099 Not Reported If not reported, you are responsible for filing and providing to our office Form 4137 to report unreported tips. Employee under W2/1099 cannot combine forms.
Yes No Did you receive alimony under an agreement finalized before December 31, 2018?
Yes No Did you receive tips as part of your work? (Must have Social Security Number) If yes, please specify your job or positionType a label If yes, how were these tips reported? Please Select on W2 on 1099 Not Reported If not reported, you are responsible for filing and providing to our office Form 4137 to report unreported tips. Employee under W2/1099 cannot combine forms.
Yes No Did you pay for an afterschool program? If yes how much? $ Please provide afterschool provider’s Federal ID #
Yes No Did you pay home mortgage Interest?Please provide the 1098 Mortgage Interest statement
Yes No Did you pay Real Estate (property) taxes? Please provide support documentation; Maximum deduction -> $40,000.00
Yes No Did you pay rent in 2025? If yes, how much per month? $ For how many months?
Yes No Did you receive income from rental properties? If Yes, how much? $ (total amount for year 2025)
Yes No Do you have any additional properties, as investment, for vacation or other use? If yes, please provide details to the notes section at the end of the page.
Yes No If the answer to the above question is Yes. Did you work in your rental property for 500 or 750* hours in 2024? *Real Estate Professionals for at least 750 hours / Taxpayer rental real Estate for at least 500 hours
Yes No Did you pay tuition for a college or a university in 2025? Please provide 1098-T
Yes No Did you win money by gambling in 2025? Please provide W-2G
Yes No Did you make any personal contribution (other than the contribution from your employment) to a Traditional IRA? If yes, how much? $ Please attach proof of deposit or transaction confirmation.
Yes No During the 2025 tax year, did you acquire any financial interest in virtual currency (e.g., Bitcoin) or engage in any stock market transactions? If yes, you are required to provide Form 1099-B and/or Form 1099-DA. Submission of these forms is mandatory.
Yes No Did you receive payments for goods or services through third-party payment platforms (such as Zelle, Venmo, PayPal, Cash App) totaling more than $2,500 during the 2025 tax year?If you received 1099K from a business account, please explain the job you performed/professional services provided on the next page and bring the related expenses for this activity. Personal transfers such as gifts or reimbursements are not taxable and should not be included
Yes No Was the 1099K money transferred to you from a Personal account? If Yes, from who? Type a label
Yes No Was the 1099K money transferred to you from a Business account? If you received 1099K money from a business account, please explain the job performed/professional services provided in the last page (comments section). Please also provide related expenses for this activity
Yes No Did you buy or lease a qualified clean vehicle (including battery electric vehicles (BEVs) or fuel cell electric vehicles (FCVs)) on or before September 30, 2025?To qualify, you must:• Provide the original purchase documentation from the dealer showing purchase details.• Vehicle is for personal use, not for resale.• Use the vehicle primarily within the United States.
Yes No Do you have any interest income (such as from savings accounts, CDs, bonds) or dividend income (such as from stocks, mutual funds, or other investments) for the 2025 tax year?If yes, please provide copies of the following forms: Form 1099-INT (Interest Income), Form 1099-DIV (Dividend Income), Any related brokerage or financial institution statements
Yes No Did you make any energy-efficient improvements to your principal residence in 2025 (such as installing insulation, energy-efficient windows, doors, heat pumps). If yes, please provide support documentation (type of improvement, date of installation, cost including labor, manufactures certification)
Yes No Was your divorce or separation agreement finalized on or before December 31, 2018, and did you pay alimony under that agreement?
Beginning September 30, 2025, the IRS will no longer issue paper refund checks for individual taxpayers. Refunds will be delivered electronically (Direct Deposit is recommended). Please select your preferred method for receiving your refund. For direct deposit of any refund and/or to pay taxes electronically when we file your taxes, please provide a bank account.
I certify that the information provided above is true and accurate to the best of my knowledge. I further acknowledge that the Tax Preparer is not responsible for any inaccuracies, omissions, or misinterpretations contained in this information.