Preece Accounting Services LLC
Tax Questionnaire
Once the form is finished, we will contact you with additional questions and a request for documents. Sensitive data, like dates of birth, Social Security numbers, and banking information will be securely collected at a later date.
Customer Details:
Your Name
*
First Name
Last Name
Were you married as of the end of the year?
*
Yes
No
Other
Spouse Name
*
First Name
Last Name
Your Age
*
Spouse Age
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Phone Number
*
Spouse Phone Number
*
Please enter a valid phone number.
Your E-mail
*
example@example.com
Spouse E-mail
*
example@example.com
Your Job Title
*
Spouse Job Title
*
Do you have dependents?
*
Yes
No
Not Sure
Can any other person claim any of your dependents?
*
Yes
No
Not Sure
Did you have any childcare or dependent care expenses last year (daycare, summer camp, etc.)?
*
Yes
No
Not Sure
Add dependents' full names, ages, and relationships here:
*
Do you want to use direct deposit/debit for your tax refund or bill?
*
Yes
No
Other
Did you or your spouse own cryptocurrency or any other digital asset at any point last year?
*
Yes
No
Not Sure
Do you or your spouse have any foreign bank accounts or investments?
*
Yes
No
Not Sure
How did you hear about us?
*
Please Select
From a Friend
Networking Event
Google Search
Other
Please Specify
*
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Living Situation
Please assume that all of these questions apply to both you and your spouse, if married.
Full Year Living Situation:
*
Owned house all year
Rented house all year
Changed during the year
Other
How much did you pay in rent last year?
*
Do you have a mortgage on your primary and/or secondary home?
*
Yes
No
Not Sure
Did you buy and/or sell a primary residence in the past year
*
Yes
No
Not Sure
At any point last year, did you rent out your primary residence?
*
Yes
No
Not Sure
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Income
Please assume that all of these questions apply to both you and your spouse, if married.
How many jobs did you work this past year for which you expect to receive a W2?
*
Did you do any contract or gig work or start/run a business?
*
Yes
No
Not Sure
What type of work did you do, and how much income did you receive?
*
Do you have non-retirement investments, CDs, or high-yield savings accounts?
*
Yes
No
Not Sure
Please list the number of accounts:
*
Did you receive any sort of pension or Social Security in the past year?
*
Yes
No
Not Sure
Please list the number of income sources you received income from
*
Did you take withdrawals from any retirement accounts in the past year?
*
Yes
No
Not Sure
Please list the number of retirement accounts you withdrew from
*
Did you participate in any real estate activity for profit last year (flipping houses, renting out properties, buying or selling investment property)?
*
Yes
No
Not Sure
Did you own an interest in any partnerships or any other small businesses at any point last year?
*
Yes
No
Not Sure
Did you sell any collectibles or other assets for gain last year?
*
Yes
No
Not Sure
Did you receive cash from any life insurance or annuities last year?
*
Yes
No
Not Sure
Please select any account type that you took a withdrawal from last year:
*
Employer-sponsored retirement account (401(k), SIMPLE IRA, 403(b), etc.)
Pre-tax IRA
Roth IRA
Annuity
Health Savings Account
529 or other college savings account
Non-retirement investment account
None of the above
Please select any of the following that apply to your situation (if you're unsure, please check the box, and we'll discuss).
*
Had gambling winnings
Had debt forgiven
Received tips not reported to my employer
Cashed in US Savings bonds
Received payments for a business or property sold in a prior year
None of the above
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Deductions & Credits
Did you pay for post-secondary school for yourself or a dependent this year?
*
Yes
No
Not Sure
Did you make payments on student loans last year?
*
Yes
No
Not Sure
Did you make any energy-efficient improvements to your home this year?
*
Yes
No
Not Sure
Please select the account types you contributed to last year:
*
Employer-sponsored retirement plan (401(k), SIMPLE IRA, 403(b), etc.)
Pre-tax IRA
Roth IRA
Health Savings Account
529 college savings account
Coverdell Education Savings Account (CESA)
Non-retirement investment account
Other
Did you have non-reimbursed medical expenses totaling more than 5% of your gross income in the past year?
*
Yes
No
Not Sure
Did you make any charitable contributions last year?
*
Yes
No
Not Sure
Please estimate the total value of CASH you donated
*
Please estimate the total value of ITEMS you donated
*
Did you have health coverage for the entire year?
*
Yes, through my employer
Yes, through the marketplace
No, but had coverage for part of the year
No, didn't have coverage at all
Other
Was your coverage a qualifying High Deductible Health Plan (which qualifies you for HSA contributions)?
*
Yes
No
Not Sure
Did you pay or receive alimony last year?
*
Yes, I received alimony
Yes, I paid alimony
No
Not Sure
Please provide the year the divorce was finalized, and the amount of alimony received or paid:
*
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Additional Information
This is your chance! What wasn't covered that we should know?
Please share any additional information that you think will be helpful or necessary in preparing your tax return (don't include SSN, DOB, or any other sensitive information - we'll collect that later).
Submit
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