Real Royal T Services Taxpayer Interview
Due Diligence Questionnaire
Does another taxpayer reside in your home, that contributes to monthly household expenses?
Do you receive any government assistance? (SNAP, TANF, MEDICAID, HOUSING, SSA,SSI) Please list below:
List all assistance currently receiving or received in tax year 2023
Do you receive child support for qualifying child/children?
**Answer only if you have dependent or dependents on tax return**
If YES for child support, which child & how much?
Where is the child/or children's other parent and why are they not claiming the child?
**Answer only if you have dependent or dependents on tax return**
Does the other parent of the child or qualifying children reside in the home with you?
**Answer only if you have dependent or dependents on tax return**
Did the child or children reside in your home more than 6 months of 2024 tax year?
Did you provide more than half of the support for the child or qualifying children for the 2024 tax year?
If requested can you provide proof of information provided to verify your qualifications for the qualifying filing status and dependent or dependents listed on the return?
Name
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First Name
Last Name
Signature
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Self Employed Interview
Due Diligence questionnaire
What industry is your business?
Describe your business below, explain your business service or product.
What is the name of your business?
Does your business have a EIN, if so please provide:
Is your business registered with the state, LLC? If YES what state?
How do you keep record of your income?
How do you keep record of your expenses?
How Do You Accept Payments?
How many months or weeks did you operate the business in tax 2024?
Do you have a website, if please provide:
Do you advertise on social sites? (FB, IG, TIKTOK, SNAPCHAT)
Do you have business cards, or marketing flyers? (digital acceptable)
How do you gain clients?
How many clients do you typically service or provide product to in a week?
What is an average weekly income for your business?
What is an average monthly amount spent on expenses for your business?
What do you estimate your total income for 2024 to be?
If requested to provide proof of the required documents could you furnish required documents or information?
Name
*
First Name
Last Name
Signature
*
Submit
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