• Tax: Personal Tax Questionnaire

  • Welcome to our 2024 Tax Preparation Process. 

    This questionnaire is designed to assist you in efficiently providing the information we need to complete your 2024 Personal Taxes as accurately as possible. 

    Please be sure to review ALL questions and provide the information as requested. All information on these forms will automatically be sent to our office once you select to SUBMIT ANSWERS. 

    Estimated Time to Complete: 15-20 minutes. 

    If you need to save your information and come back later to this form, click Save for Later at the bottom of the page. 

  • A NOTE ABOUT UPLOADING YOUR TAX DOCUMENTS:

    You will have the opportunity to upload all your tax documents after you submit your questionnaire. 

    You should use the Firm Portal to upload any documents to our office. 

  • Primary Contact Information

    The PRIMARY CONTACT's email and mailing address will be used for ALL firm Communications.

  • Firm Email Address Policy:

    The PRIMARY EMAIL address will be used for any/all communications from the firm. All notifications from our office will be sent to this email address. 

  • Understanding your Form Navigation:

    • Click on Go to Next Page to continue your questionnaire
    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Tax Filing Status Information

  • Spouse Email: This email is required to send signature documents for your tax return. 

    • Click on the Go Back button to return to the previous page
    • Click on Go to Next Page to continue your questionnaire
    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Dependent Information

    Please verify any information about your dependent reporting.

  • Dependent #1 - Change for 2024

    Please provide any changes to dependents you are claiming
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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Dependent #2 - Change for 2024

    Please provide any changes to dependent you are claiming
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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • General Questions:

    Please answer all of the following questions.

  • NOTE:  Please upload all supporting documents based on your "YES" answers above for the following: 

    • Purchase, selling or refinancing of any Real Estate
    • Unearned income over $2500 for Dependent Children
    • Energy Efficient home improvements
    • Selling, sending, or exchanging of virtual currencies
    • Financial interest or signatory authrority over an asset/account in a foreign country 
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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • IRA/ROTH Contributions for 2024

    Have you, or WILL you be contributing to an IRA/ROTH IRA?

  • TRADITIONAL IRA CONTRIBUTIONS: Contribution Due Date of 4/15/2025. 

  • ROTH IRA CONTRIBUTIONS: Contribution Due Date of 4/15/2025

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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Income Documents for 2024:

    Provide us with ALL forms for income received

  • Please follow these steps: 

    1. Submit this Questionnaire First:  Please complete and submit this questionnaire BEFORE you upload any documents. You will be prompted at the end of this questionnaire to submit ALL of your documents. 
    2. Document Upload: Please upload ALL forms of income you received in 2024. Please provide us with the form it was reported on.

  • NOTE: Business INCOME to report for 2024: 

    You will need to complete the Tax:Business Tax Questionnaire to report any/all business income. 

    A link to the form will be available after you click SUBMIT ANSWERS for your Personal Questionnaire. 

    • Click on the Go Back button to return to the previous page
    • Click on Go to Next Page to continue your questionnaire
    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Forms of Adjustments, Deductions and Credits

    Review the list below for adjustments to your income and upload ALL forms

  • Adjustments, Deductions, and Credits - Documents to Upload

    1. Submit this Questionnaire First:  Please complete and submit this questionnaire BEFORE you upload any documents. You will be prompted at the end of this questionnaire to submit ALL of your documents. 
    2. Document Upload: Please upload ALL forms of income you received in 2024. Please provide us with the form it was reported on.

  • NOTE: Business DEDUCTIONS - Tax Forms and/or Deductions for 2024:

    • If you have a business to report on your taxes, you will need to complete the Tax:Business Tax Questionnaire to report any/all business deductions. No action needed at this step. 
    • A link will be available after you click SUBMIT ANSWERS for your Personal Questionnaire.
    • Click on the Go Back button to return to the previous page
    • Click on Go to Next Page to continue your questionnaire
    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Other Adjustments for 2024

    Medical Expense, Auto Renewal/Registration and Real Estate Taxes

  • Note: Medical Expense Deduction: 

    • All medical expenses are subject to significant limitations. 
    • Medical Expenses DO NOT include any Health Insurance Premiums paid or any Reimbursed Expenses. 

  • Personal Property Tax Deduction (Auto Renewal/Registration)

  • NOTE: AUTO Renewal/Registrations: You will need to upload a copy of all personal Auto Renewal/Registration Receipts to the Firm, along with your other tax documents, after Submitting this questionniare. 

  • Real Estate Tax Deduction: Taxes paid for your primary/secondary residence

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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Mortgage Interest Paid - Personal Property

    Send us ALL 1098 forms you received

  • NOTE: Mortgage Interest Deduction:

    • LIMITATIONS: The IRS limits certain Mortgage, Home Equity, and Line of Credit Interest
    • UPLOAD DOCUMENTS: Our firm will need a copy of all 1098 forms uploaded with your tax documents after submitting this questionnaire

  • DO YOU HAVE DOCUMENTS TO UPLOAD? 

    Please complete and submit this questionnaire FIRST

    You will have the ability to upload ALL tax documents upon completion of this questionnaire.

    All tax documents you receive will need to be provided to the Firm

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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • Charitable Contributions for 2024

    Cash and Non-Cash Contributions

  • NOTE: Reminders about your charitable contributions:

    • Charitable Contributions are only allowed to be made to approved charities
    • Receipt is required on donations of $250 or more to each charity
    • If the total of ALL Non-Cash contributions exceed $500, an itemized list is required showing Charity Name, Address, Date of Contribution and Cost of all items donated

     

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    • Click on Go to Next Page to continue your questionnaire
    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • State Tax Reporting - Tax State Reporting/Residency

    • Click on the Go Back button to return to the previous page
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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • State Tax Reporting - Deductions, Credits and Adjustments

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    • Need more time? Click on Save for Later and you will be emailed a link so you can return to this form at a later time

  • 529 Plan Contributions and Distributions

    Please provide information about your 529 Plans
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  • You are almost there...just a couple more steps!

    1.  SUBMIT YOUR ANSWERS!

    If you are complete, click on the SUBMIT ANSWERS button at the bottom of this page.  Your answers will be automatically provided to our office.  Do this before the next step!

    You do NOT need to click on Save for Later unless you want to return to this form to edit your responses at a later time.

    2.  UPLOAD YOUR DOCUMENTS:

    After you click SUBMIT ANSWERS, you will be prompted to upload your tax documents. Our firm Best Practice is to upload as many of your documents at one time as possible.

    3.  NEED OTHER TAX QUESTIONNAIRES?

    Links to other tax questionnaires you may need will be available on the next page after you click SUBMIT ANSWERS.

     

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