2025 Tax Questionaire
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Changes to your Filing status or Address? ie. Marriage/Divorce/ Birth of Child/ Change of Address: If Yes, provide changes, and any new Dependent SS#/DOB/Name & Gender.
Did you sell, trade, or earn income from Digital Currency(ex. Bitcoin/Dogecoin/Crypto)?If Yes, Provide a gain loss report.
Yes
No
Health Insurance: 1095 Form A, B, or C ? If you receive a 1095-A (Marketplace Ins) it is required to be reported on your tax return. Please submit 1095-A forms with your tax documents.
*
1095-A (REQUIRED)
1095-B OR 1095-C
In the tax year, 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
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)
REFUNDS OR PAYMENT DUE: 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.
Bank Name:
*
Routing Number
*
Account Number
*
*
Checking
Savings
QUARTERLY TAX PAYMENTS: 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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