Personal Tax Preparation Assessment

Indus Bridge Ventures Inc.
Personal Tax Preparation Assessment

This form is designed to gather the necessary information to assess your situation for your individual tax preparation. All questions are general and will not request sensitive personal information such as Social Security numbers or account details.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Preferred contact method
Best time to contact you
Filing status
Are you a U.S. citizen or resident alien for tax purposes?

YesNo
Please indicate all sources of income you received in the tax year (check all that apply)

W-2 (Employment income)1099-NEC (Self-Employment Nonemployee Compensation)1099-MISC (Other Income, such as rental or royalties)1099-K (Payments for goods and services)Schedule K-1 (Income from partnerships, S-Corps, or trusts)1099-DIV (Dividends and Distribution)1099-INT (Interest Income)1099-B (Proceeds from Broker Transactions, Stock Sales)1099-R (Retirement Income, Pension Distributions)SSA-1099 (Social Security Benefits)1099-G (Unemployment Compensation, State Refunds)Other (please specify)
Other sources of income
Are you claiming dependents on your tax return?

Yes (if yes, please specify how many)No
No. of dependents
Did you incur significant medical expenses?

YesNo
Did you contribute to a retirement account or HSA?

YesNo
Did you pay student loan interest or have education expenses?

YesNo
Did you make any charitable contributions?

YesNo
Did you own a home and pay mortgage interest or property taxes?

YesNo
Did you incur childcare expenses?

YesNo
Did you have any significant life changes during the tax year (e.g., marriage, divorce, birth of a child, job change)?

YesNo
If yes, please briefly describe
Are there any specific areas of your tax return you have questions or concerns about?

YesNo
If yes, please briefly describe
Have you filed your own taxes in the past, or have you worked with a preparer before?
Do you have your income forms (e.g. W-2s, 1099s etc.) ready?

YesNo
Will you need assistance gathering any necessary forms or records?

YesNo
Do you have any foreign income, assets or financial accounts?

YesNo
Do you have any special circumstances such as disaster loss deductions, highly complex stock portfolios, or cryptocurrency transactions?

YesNo
Have you ever received a notice from the IRS or a state tax agency?

YesNo
Do you anticipate needing assistance with prior-year tax returns or amendments?

YesNo
Would you like to schedule a consultation to review your information?

YesNo
How did you hear about our tax preparation services?
Disclaimer
This form is for assessment purposes only and does not constitute an agreement to provide services. All provided information will be used solely to analyze your tax situation and provide an estimate.
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