• 2025 Tax Client Questionnaire

    Thank you for taking time to complete the Client Tax Questionnaire. Please be sure to organize all of your tax documents prior to completing the form.

  • IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM MUST BE CLICKED TO SEND THIS INFO TO THE OFFICE. AFTER CLICKING THE SUBMIT BUTTON, YOU WILL RECEIVE A CONFIRMATION EMAIL. 

     

    Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

  • Do you have a copy of your prior 2 years of tax returns? (If yes, please provide them with your current year tax documents.)*
  • Format: (000) 000-0000.
  • Were you issued an Identity Protection PIN (IP PIN) by the IRS? (If yes, please provide a copy of the Notice CP01A from the IRS that includes your PIN with your tax documents.)*
  • Will you be filing a tax return with your spouse?*
  • Format: (000) 000-0000.
  • Were you issued an Identity Protection PIN (IP PIN) by the IRS? (If yes, please provide a copy of the Notice CP01A from the IRS that includes your PIN with your tax documents.)*

  • Personal Information

  • Did your marital status or name change during the year?
  • Did your address change from last year?
  • Are you, or your spouse if married, being or eligible to be claimed as a dependent on someone else's tax return?*
  • Did you, or your spouses if married, driver's license expire since February of 2025? If so, please provide and updated copy with your tax return.*

  • Dependent Information

  • Do you have any dependents you will be claiming on your tax return this year?*
  • Have you ever been disallowed any credits relating to claiming dependents (EITC/AOTC/CTC/ACTC)?*
  • Were there any changes in your dependents from the prior year?*
  • Can another person qualify to claim any of your dependents?
  • Did you receive a advanced child credit this year? (If yes, please include Letter 6419 from the IRS)
  • Did you pay for child care while your worked or looked for work this year? (If yes, please provide detail on child care provider and amount paid with your tax documents.)
  • Did you have any adoption expenses during the year?
  • Did you have any children under age 18 or a full-time student under age 24 with more than $2,700 of unearned income (interest, dividends, etc.)?

  • Educational Expense Information

  • Did you, your spouse, or any dependents attend college this tax year? (Please include a copy of the Form 1098-T from each college attended in your tax documents)*
  • Did the student attend college at least half time?
  • Did you take a withdrawal from an educational savings / 529 plan to pay for these expenses? (If yes, please include the Form 1099-Q in your tax documents.)
  • Did any additional dependents attend college?
  • Did the student attend college at least half time?
  • Did you take a withdrawal from an educational savings / 529 plan to pay for these expenses? (If yes, please include the Form 1099-Q in your tax documents.)

  • Health Care Information

  • Did you, your spouse or dependents receive health insurance through the Marketplace and receive Form 1095-A? (If yes, please include the Form 1095-A in your tax documents)*
  • Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA this year?
  • If yes, were the distributions used to pay for covered medical expenses?
  • Did you make any contributions to a Health Savings Account (HSA) other than through you paycheck this year?

  • Income Information

  • Did you receive any earnings from interest or dividends during the year? (If yes, please include the Forms 1099-INT or 1099-DIV.)*
  • Was any of the interest above from US Savings bonds?*
  • Did you have any foreign income or pay any foreign taxes during the year?*
  • Did you buy or sell any investments (stock, bonds, mutual funds, ETFs, etc.) outside of a retirement account this year? (If yes, please include Form 1099-B)*
  • Did you or your spouse have any gambling winnings during the year? (Please include form W-2G)*
  • Did you or your spouse withdraw money from your 401k, IRA or other retirement account or annuity during the year? (Please include Form 1099-R)*
  • Are you self-employed? (If yes, please provide details on business income and expenses.)*
  • Do you own a rental property or rent a portion of your house? (If yes, please provide detail on rental income and expenses)*
  • Did you receive any disability income during the year?

  • Purchase, Sale or Debt Information

  • Do you rent or own your current residence?*
  • Did you make any energy efficient home improvements the year?*
  • If you own your home, have you received form 1098 from your mortgage lender? (If yes please include Form 1098.)*
  • Did you purchase, sell or exchange any real estate during the year? (If yes, please provide a copy of the settlement statement and Form 1099-S.)
  • Did you start a new business or purchase rental property this year? (If yes, please provide details on the purchase, including close statement if applicable.)
  • Did you sell a business or rental / investment property this year? (If yes, please provide closing statement from the sale.)
  • Did you receive any income from property sold prior to this year?

  • Deductions

  • Did you pay any medical or dental expenses during the year that were not reimbursed from your HSA or MSA account? (Including insurance premiums not withheld from your wages.)*
  • Did you pay long-term care premiums for yourself or your family this year?*
  • Did you make any cash charitable contributions during the year?
  • Did you make any non-cash charitable contributions during the year?
  • Did you make payments on your student loans during the year?
  • Did you purchase a new plug-in electric vehicle (EV) or fuel cell vehicle (FCV) during the year?
  • Did you have any gambling losses this year?
  • Did you make an major purchases this year (car, boat, RV, etc.)? (If yes, please include sales receipt showing State of MI sales tax paid.)
  • Did you make any contributions to an IRA, Roth IRA, Keogh, Simple, SEP 401(k) or other qualified retirement plan during the year?

  • Refund, Withholding and Estimated Tax Information

  • If you have an overpayment on your federal or state tax return, do you want it applied to your next years estimated tax payments?*
  • Did you make any estimated tax payments for this year?*
  • If yes, please enter details below (or provide details with your tax documents)
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  • Do you expect your income, deductions or withholding to be different next year than they were this year?*
  • Would you like your tax refund direct deposited into your bank account? (If yes, please complete bank information below if different from last year.)*
  • Would you like your balance due direct debited from your bank account? (If yes, please complete bank information below if different from last year.)*

  • Miscellaneous Information

  • Do you want $3 of your Federal tax to go to the Presidential Election Campaign Fund?*
  • Did you make gifts of more than $19,000 to any individual this year?*
  • Did you make any contributions to an education savings or 529 plan account this year?*
  • Did you make wages to any household employees during the year (babysitter, nanny, housekeeper, etc.)?*
  • Were you a grantor or transferor for a foreign trust, have an interest in or a signature or other authority over a bank account, securities account, or other financial account in a foreign country this year?*
  • Did you receive, sell, exchange, gift or otherwise dispose of any digital assets or financial interest in any digital assets this year? If yes, please provide the Form 1099-DA received.*
  • Did you make any out-of-state purchases (by telephone, internet, mail, or in person) that the seller did not collect state sales or use tax on? (If yes, please include details.)*
  • Did you receive any notices from the IRS or state taxing authority this year?

  • Document Upload

    Please follow the directions below to upload your tax documents if you won't be dropping them by or mail them to the office.
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  • Engagement Letter

  • Thank you for choosing AFS Tax Management, LLC to assist you with your 2025 tax preparation. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

    We will prepare your 2025 federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

    By sigining below, you hereby state that all the information above is true to the best of your knowledge and that you are allowing AFS Tax Management, LLC to prepare your taxes based on that fact. You understand that the law imposes penalties when taxpayers underestimate their tax liability and that you are financially responsible for any outstanding balance due to any false information given.  Please call us if you have concerns about such penalties.

    Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative you select.

    Our fee will be based on the time required at standard billing rates plus out-of-pocket expenses. Invoices are due and payable upon presentation. To the extent permitted by state law, an interest charge may be added to all accounts not paid within thirty (30) days.

    Our engagement to prepare your 2025 tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible for filing the returns with the appropriate taxing authorities. Review all tax return documents carefully before signing them.

    If provided to us, we will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove the accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed.

    Your return may be randomly selected for review by the taxing authorities, especially given the recent and anticipated tax law changes as well as the $80 billion the IRS just received to ramp up their audit and enforcement efforts.  Fees, associated with responding to notices, audit representation, and tax Identity theft not due to our error, are not part of this engagement and will be billed separately at our current hourly rate for tax representation of $450 per hour, unless you have enrolled in one of our Client Care Package’s that covers such services.

    If for any reason, other than our error or omission, an amended tax return has to be filed with no fault of AFS Tax Management, LLC, an amended tax preparation fee of 50% of the original tax preparation fee plus a fee for any additional required forms omitted from the original return (minimum of $250.00) will be due. 

    To affirm that this letter correctly summarizes your understanding of the arrangement for the preparation of your 2025 tax return, please sign below.

  • Consent to Use of Tax Return Information

  • Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.  

    For this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.  You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for three years from the date you have signed the consent.

    The undersigned hereby consents to the use; by AFS Tax Management, LLC its owner, employees, staff, and affiliated companies; of any and all tax return information pertaining to:

    • Direct questions, inquiries, or requests you make regarding your tax returns, situations, or issues.
    • Requests you make for copies of your documents, figures, numbers, or information.
    • Upon your direct request to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
    • Notification of important tax law changes.
    • Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
    • To assist with retirement and tax planning services, life, long-term care, medical insurance, annuities, and investments.
    • Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

    The tax information may not be disclosed or used by AFS Tax Management, LLC, its owner, employees, staff or affiliated companies, for any purpose other than that which is permitted by this consent document.

    If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact AFS Tax Management, LLC by telephone at 248-888-7530 by email at clients@afsfinancialgrp.com. 

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