Client Questionnaire
Type a question
*
Single
Head of Household
Married Filing Jointly
Qualified Widower
Married Filing Separately
Not Sure
Primary Name
*
First Name
Last Name
Social Security Number or ITIN
*
Date of Birth
*
-
Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Occupation
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
How many dependents do you have? (Spouse is not considered a dependent)
0
1
2
3
4
First Dependent
First Name
Last Name
First Dependent SSN or ITIN
*
First Dependent DOB
*
-
Month
-
Day
Year
Date
First Dependent Relationship
Please Select
Please Select
Son
Daughter
Parent
Grandchild
Niece
Nephew
None
Foster Child
Grandparent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Stepbrother
Stepsister
StepchildPlease Select
Son
Daughter
Parent
Grandchild
Niece
Nephew
None
Foster Child
Grandparent
Aunt
Uncle
Sister
Brother
Other
Half Brother
Half Sister
Stepbrother
Stepsister
Stepchild
At any time of the year, did you: (A) Receive (as a reward, award, or payment of property or services); or (B) Sell, exchange, gift, or otherwise dispose of a digital asset (Cryptocurrency, NFT)?
Yes
No
What type of income did you receive for 2023?
Wages/ W2
Interest
Dividends
IRA/ Pensions/ Annuities
Social Security
Sale of Home
Sale of Stocks
Crypto/ NFT
Independent Contractor/ DBA Income
Rental Property
K-1 Income (Own an S- Corp, or Partnership or in a Trust/Estate)
Other
Make sure photo is clear and is easy to view. You will also have the option of uploading later on in the questionnaire, if you cannot take a photo.
Possible deductions or credits you may qualify for
Paying off Student Loan (1098E Tax Form)
Paid for University or College (1098T Tax
Childcare Expenses
Purchased a New Vehicle
Mortgage Interest (1098 Mortgage Interest Tax Form)
Purchased a New Electric Vehicle
Put Money in an HSA (Health Savings Account)
Real Estate Taxes
Invested Money in an IRA
Donations
Adopted Child/ Children
Other
Make sure photo is clear and is easy to view. You will also have the option of uploading later on in the questionnaire, if you cannot take a photo.
Estimated Tax Payment
If you receive a refund how would you like to receive it?
Direct Deposit
Mailed checked
Bank Account Information
*
Routing Number
Account Number
Attachment (If documents have not been photographed, upload them here.
Drop files here to upload
Drag and drop files here
Choose a file
Please include any attachments (e.g.,W2, 1099-Nec, 1099K, 1099R, K-1, 1099SSA, 1099-B, 1099-Int, 1099-Div, 1098-Mortgage Interest etc.) that would help us better understand your tax needs.
Cancel
of
Your Note (Include Items and Amounts that you have Questions About)
Type a question
Submit
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