2025 Tax Questionaire
Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Have you or your spouse Renewed your Drivers License? If Yes, Provide us a copy of the front.
Yes
No
Health Insurance 1095 Form A, B, or C, If you receive a 1095-A it is required to be reported on your tax return. Please submit 1095-A forms with your tax documents.
1095-A (REQUIRED)
1095-B
1095-C
Did you or any of your dependents attend College? If Yes, Provide the 1098-T
Yes
No
Did you receive Paypal or Venmo Payments in excess of $5,000? If Yes, Provide form 1099-K
Yes
No
Did you purchase a NEW American made Vehicle with Financing? If Yes, Provide the VIN # Date of purchase, and any Interest paid in 2025.
Any Changes to your Filing status or Address? ie. Marriage/Divorce/ Birth of Child If Yes, provide changes, and any new Dependent SS#/DOB/Name & Gender.
Were you set up to make Quarterlies/ Estimated Tax Payments? (Jan/April/June/Sept) If Yes, Provide amounts paid each quarter below.
Yes
No
Quarter 1 (April)
Quarter 2(June)
Quarter 3 (September)
Quarter 4 (Jan 2026)
Did you sell, trade, or earn income from Digital Currency(ex. Bitcoin/Dogecoin/Crypto)?If Yes, Provide a gain loss report.
Yes
No
In September 2025 an executive order mandating the electronic transfer of all funds to and from the IRS became effective. The option for a refund or payment on a paper check is no longer available. Please provide us banking information.
Void Check
Financial Institution Document with Routing and account number.
In September 2025 an executive order mandating the electronic transfer of all funds to and from the IRS became effective. Please choose from one of the following options to pay your Tax owed.
Online at IRS.gov/payments IRS Direct Pay using a Checking/Savingsaccount or Credit/Debit Card
Online at IRS.gov using your IRS account, or eftps.gov using your EFTPS account.
Our office can set up the payment in our tax software to be drafted from your bank account on the Tax Due date.
Submit
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