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.
Submit
Should be Empty: