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.Format: (000) 000-0000.
Email
example@example.com
Preferred contact method
Best time to contact you
Filing status
YesNo
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
Yes (if yes, please specify how many)No
No. of dependents
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
If yes, please briefly describe
YesNo
If yes, please briefly describe
Have you filed your own taxes in the past, or have you worked with a preparer before?
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
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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