• Preece Financial Services

    FKA Poeschel 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.
  • Did Preece Financial Services prepare your return last year?*
  • How much detail do you want to provide right now?*

  • Customer Details:

     
  • Were you married as of the end of the year?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Do you have dependents?*
  • Can any other person claim any of your dependents?*
  • Did you have any childcare or dependent care expenses last year (daycare, summer camp, etc.)?*
  • Do you want to use direct deposit/debit for your tax refund or bill?*
  • Did you or your spouse own cryptocurrency or any other digital asset at any point last year?*
  • Do you or your spouse have any foreign bank accounts or investments?*

  • Living Situation

    Please assume that all of these questions apply to both you and your spouse, if married.
  • Full Year Living Situation:*
  • Do you have a mortgage on your primary and/or secondary home?*
  • Did you buy and/or sell a primary residence in the past year*
  • At any point last year, did you rent out your primary residence?*

  • Income

    Please assume that all of these questions apply to both you and your spouse, if married.
  • Did you do any contract or gig work or start/run a business?*
  • Do you have non-retirement investments, CDs, or high-yield savings accounts?*
  • Did you receive any sort of pension or Social Security in the past year?*
  • Did you take withdrawals from any retirement accounts in the past year?*
  • Did you participate in any real estate activity for profit last year (flipping houses, renting out properties, buying or selling investment property)?*
  • Did you own an interest in any partnerships or any other small businesses at any point last year?*
  • Did you sell any collectibles or other assets for gain last year?*
  • Did you receive cash from any life insurance or annuities last year?*
  • Please select any account type that you took a withdrawal from last year:*
  • Please select any of the following that apply to your situation (if you're unsure, please check the box, and we'll discuss).*

  • Deductions & Credits

  • Did you pay for post-secondary school for yourself or a dependent this year?*
  • Did you make payments on student loans last year?*
  • Did you make any energy-efficient improvements to your home this year?*
  • Please select the account types you contributed to last year:*
  • Did you have non-reimbursed medical expenses totaling more than 5% of your gross income in the past year?*
  • Did you make any charitable contributions last year?*
  • Did you have health coverage for the entire year?*
  • Was your coverage a qualifying High Deductible Health Plan (which qualifies you for HSA contributions)?*
  • Did you pay or receive alimony last year?*

  • Additional Information

    This is your chance! What wasn't covered that we should know?

  • Returning Client Questionnaire

  • Please select any that apply
  • Should be Empty: