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  • Welcome to the Axios CPA & Advisory Group

    Online Tax Organizer/ Questionnaire.

  • Kindly gather all of your {youNeed} tax documents prior to starting this questionnaire.

    If necessary, you can save your progress and pick up where you left off at a later time; scroll down to the bottom of the form and hit the "Save / Finish Later" button.

    Once you are done completing all required sections of this questionnaire, you will be asked to sign and submit; a confirmation email will then be sent to you along with a copy of everything you provided to us.

    • Taxpayer Information: 
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    • Upload Copy of Prior Year Tax Return
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      Choose a file
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    • Spouse Information: 
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    • Dependents: 
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    • Direct Deposit of Refund:  
    • For direct deposit, please provide us with banking information below:

    • Payments to the IRS: 
    • Upload 1040-ES Payment(s):
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      Choose a file
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    • Upload Extension Payment:
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    • Specific Situation(s): 
    • Upload Foreign Tax Returns
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    • ** We will reach out via email for further information regarding your response from above. **

    • ** We will reach out via email for further information regarding your response from above. **

    • Income 
    • Upload all W-2(s) Provided
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    • Upload all W-2(s) Provided
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    • Upload all Form 1099-INT
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    • Upload all 1099-DIV or 1099-B
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    • Upload Form 1099-A
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    • Upload Form 1099-R
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    • Upload Form 1099-G
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    • Upload Retirement Pymt Summary
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    • Upload all K-1's Issued
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    • ** We will reach out via email for further information regarding your response from above. **

  • Upload Form 1098-E
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  • Upload Form W-2G
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  • Browse Files
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  • Upload Form 1099-C
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    • Business (Self-Employment) Sole Proprietor Income: 
    • Upload Form 1099-NEC
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    • Upload Form 1099-NEC
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    • Please provide us with the Year / Make / Model of the vehicle(s) used in this activity.

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    • Rental Real Estate Income: 
    • Upload Closing Disclosure Form (HUD-1)
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      Choose a file
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    • Upload Form 1098-MIS (Mortgage Interest Stmt)
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      Choose a file
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    • Upload Form 1098-MIS (Mortgage Interest Stmt)
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    • Upload Form 1098-MIS (Mortgage Interest Stmt)
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    • Itemized Deductions 
    • Upload Form 1098-MIS
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      Choose a file
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    • Browse Files
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    • Upload Form 1098-C Donation Receipt
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    • Upload Form 1098-T College Tuition Stmt
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    • Upload Form 1098-E Student Loan Interest Stmt
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    • Upload IRA Contribution Receipt
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    • ** We will reach out via email for further information regarding your response from above. **

    • Health Care 
    • Upload Form 1095-A (Obama Care)
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      Choose a file
      Cancelof
    • Upload Form 1095-C
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      Choose a file
      Cancelof
    • Upload Health Savings Account (HSA)/Archer (MSA) Stmt
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      Cancelof
    • Acknowledgment and Signature 
      • I confirm that all information I entered/provided here is accurate and true.

      • I allow Rene Velazquez, CPA and or Axios CPA & Advisory Group, LLC to capture my sensitive data such as IPPIN, Social Security Number (SSN), banking information and other information in connection with my tax return.
    • *   Pick a Date*      

    • Should be Empty: