• Tell us about your year.

  • What Tax Returns do you need prepared?*
  • Did you give any gifts this year?*
  • Do you require a tax return for a Foundation or Non for profit organization?*
    • Gift Questionnaire 
    • Did any gifts exceed the annual exclusion amount ($17,000 per person for 2024)?*
    • Were any gifts made to trusts?*
    • Did you gift any property (real estate, stocks, etc.)?*
    • Were there any gifts to spouses, charities, or other tax-exempt entities?*
    • Do any of the gifts involve future interests?*
    • Non-Profit / Foundation Questionnaire 
    • Do you receive any large donations, grants, or contributions over $100,000?*
    • Do you engage in any unrelated business income activities?*
    • Any changes in board members or leadership this year?*
    • 1040 Questionnaire 
    • Types of income received (check all that apply)*
    • Do you own rental property or have real estate transactions? (Including sales, purchases, or ongoing rental activity)*
    • Any significant life changes or major transactions this year? (Check all that apply)
    • 1041 Questionnaire 
    • Are any beneficiaries in multiple states or countries?*
    • Does the trust or estate hold any real estate?*
    • Is there ongoing income (dividends, interest, etc.) from investments?*
    • Any distributions to beneficiaries this year?*
    • 1065 Questionnaire 
    • Do any partners reside in multiple states or countries?*
    • Did the partnership make any significant purchases or sell any assets?*
    • 1120-S Questionnaire 
    • Did you have any shareholder changes or ownership transactions last year?*
    • Do you have any K-1s from other entities?*
    • Did you make any large equipment purchases or significant business changes?*
    • 1120-C Questionnaire 
    • Did you have any major transactions (mergers, sales, acquisitions)?*
    • Any foreign income or ownership?*
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    • Should be Empty: