New Client Information Sheet
Personal Information
Please use FULL LEGAL NAME
Today's Date
*
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Month
-
Day
Year
Date
Name
*
First Name
Last Name
Date of Birth
*
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Month
-
Day
Year
Date
SSN
*
STREET ADDRESS
*
CITY
*
STATE
*
ZIP CODE
*
Phone Number
*
Email
example@example.com
Occupation
*
Illinois Residents - School District You Reside In:
Illinois Residents - Parcel ID and County You Reside In:
Signature
*
Spouse Information
Please use FULL LEGAL NAME
Spouse Name
First Name
Last Name
Spouse Date of Birth
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Month
-
Day
Year
Date
Spouse SSN
STREET ADDRESS
CITY
STATE
ZIP CODE
Spouse Phone Number
Spouse Email
example@example.com
Spouse Occupation
Marital Status in 2023
*
Single
Married Filing Joint
Married Filing Separate
Head of Household
Surviving Spouse
If Filing separately Spouses Adjusted Gross Income is required
Date of Spouses Death
/
Month
/
Day
Year
Date
Did you have a Business Return in the prior year? (Small Business, Farm, Rental or Other ) - If yes - we will need copy of Depreciation Schedule and last 3 years of Federal & State Tax Returns.
*
Yes
No
Do you have any dependents? If yes - Please fill out the dependent information on the next page. (We will also need to make copies of any birth certificates/Social Security cards)
*
Yes
No
Checklist (check if you have these)
*
Copy of last year’s tax return (Last 3 years for business returns)
Copy of driver’s license
Copy of birth certificates for
Copy of Social Security cards for
Dependents
Dependent #1
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Dependent #2
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Dependent #3
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Dependent #4
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Dependent #5
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Dependent #6
First Name
Last Name
Relationship
Date of Birth
/
Month
/
Day
Year
Date
SSN
Months Lived with you
Full time student?
Yes
No
Disabled?
Yes
No
Dependents Gross Income
Tax Return Questionnaire 2025
Are you claiming any dependents in 2025? - IF YES ADDITIONAL SHEET REQUIRED
*
Yes
No
Did you or spouse receive any unemployment income? If yes, 1099G Required
*
Yes
No
Did you receive retirement or Social Security benefits? If yes form SSA-1099/1099-R Required
*
Yes
No
Do you have Medicare? (Social Security health insurance)
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Yes
No
Do you have a health insurance you pay out of pocket?(secondary/supplement)
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Yes
No
Annual Amount out of pocket
Do you have Long Term Health Care policy? (Nursing Home Insurance)
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Yes
No
Name(s) (separate with comma if needed)
Cost per individual (separate with comma if needed - in same order as above)
Did you purchase insurance through HealthCare.gov - Market Place? 1095-A Required
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Yes
No
Have you received any of the following 1099's: (Forms Required)
1099-R - For distributions from Retirement accounts / including Roll Overs
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Yes
No
1099-DIV - From Stock held
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Yes
No
1099-INT - Interest Income from Banks, Stocks, ETC
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Yes
No
QCD - Did you contribute to a Qualified Charitable Distribution - For those over age 70 (forms Required)
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Yes
No
Have you filed any of the following in the previous tax year: (Please check all that apply in following questions) Schedule C (Sole Prop or Single Member LLC Business), Schedule E (Renal), Schedule F (Farm)
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Yes
No
Select all that have been filed in prior tax year
*
Schedule C (Sole Prop or Single Member LLC Business)
Schedule E (Rental)
Schedule F (Farm)
Did you use a credit card processor/Venmo/PayPal/Zelle or other Payment Apps for business? If yes, 1099-K form required
*
Yes
No
Did you have any gambling winnings/losses? (If yes W2G's document required)
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Yes
No
Did you have any Electronic/Virtual Digital Currency transactions? (Need documentation)
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Yes
No
Did you sell any stocks, bonds, mutual funds or other assets? Tax Form 1099B form Required
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Yes
No
Did you make any contributions (outside of payroll) to any IRA in 2025? (Documents required)
*
Yes
No
Educators - Do you qualify for educator expense? (300 Fed– 500 Iowa)
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Yes
No
Amount Claiming
Did you make any cash donations?
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Yes
No
Amount Donated
Did you make any NON Cash donations? (Good Will, Salvation Army, Referral Center, etc..)
*
Yes
No
Value Donated
Did you take early with drawl or distributions from 401K and or Roll over a 401K? If yes, 1099-R Required
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Yes
No
Do you have Mortgage Interest? 1098-INT Form Required
*
Yes
No
Do you have Real estate/Property Tax to deduct?
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Yes
No
Will need to provide documentation OR dollar amount (enter dollar amount below if applicable)
If you live in ILLINOIS and pay property tax we will need your property ID # (enter property ID # below if applicable)
Did you purchase any Residential Energy property? Will need proof of Energy Star Certification & Receipt. (Doors, windows, furnace, water heater, etc)
*
Yes
No
Did you pay for daycare/child care expense? (Will need Name, SS/EIN, Address of provider & Amount) - Need amount paid for each child Attach documents with tax papers
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Yes
No
Were any of your dependents, you or your spouse in college in 2025?
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Yes
No
Did you pay college tuition/expenses for yourself or dependent in 2025? 1098-T Required & Receipts
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Yes
No
Have you taken American Opportunity or Lifetime Learning Education Credit on previous tax returns? (Need years taken-per student claiming College Deduction in 2025)
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Yes
No
Did you contribute/withdraw money from an educational IRA or 529 plan? (Will need contribution letter/ / 1098-Q Form Required)
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Yes
No
Did you pay interest on college loans? 1098-E form Required to report interest deduction
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Yes
No
Did you have any debt cancelled/forgiven (credit card, etc.) or a mortgage principle reduction? 1099-C Form Required
*
Yes
No
Did you pay Registration fees/tuition for your dependents, grades K-12? (Need amount paid for each student) - Attach documentation with tax papers or upload at the end of this form)
*
Yes
No
Did you contribute money to HSA account (Health Savings Account)? - 5498-SA and/or 1099-SA Forms Required
*
Yes
No
Did you sell your primary home in 2025? (Need a copy of the closing statement for sale of home and for NEW home you purchased.)
*
Yes
No
How long did you live there?
Did you sell a second home or vacation home in 2025? (Need a copy of the closing statement)
*
Yes
No
Have you moved to a different school district in 2025? - Need new school district(Iowa residents only)
*
Yes
No
Name of new school district?
Have you moved to a different state during 2025? –Need specific dates of residency
*
Yes
No
Date moved out of state?
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Month
-
Day
Year
Date
Date moved into new state?
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Month
-
Day
Year
Date
Are you a member/beneficiary of an S-Corp, Partnership, Estate, Trust, Etc? Include all K-1
*
Yes
No
Did you make any Estimated Quarterly payments for this tax year to Federal and/or State?
*
Yes
No
Federal Tax Payments (Date & Amount)
Federal Date Paid (Q1)
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Month
-
Day
Year
Date
Federal Amount Paid (Q1)
Federal Date Paid (Q2)
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Month
-
Day
Year
Date
Federal Amount Paid (Q2)
Federal Date Paid (Q3)
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Month
-
Day
Year
Date
Federal Amount Paid (Q3)
Federal Date Paid (Q4)
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Month
-
Day
Year
Date
Federal Amount Paid (Q4)
State Tax Payments (Date & Amount)
Sate Date Paid (Q1)
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Month
-
Day
Year
Date
State Amount Paid (Q1)
Sate Date Paid (Q2)
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Month
-
Day
Year
Date
State Amount Paid (Q2)
Sate Date Paid (Q3)
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Month
-
Day
Year
Date
State Amount Paid (Q3)
Sate Date Paid (Q4)
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Month
-
Day
Year
Date
State Amount Paid (Q4)
Do you require a Federal Identity PIN # to file your taxes? (A new PIN LETTER required each year)
*
Yes
No
Are you a Volunteer Fire Fighter/EMS? (Letter Required)
*
Yes
No
Do you want a Paper Copy or Emailed Copy of your Tax Return?
*
Paper
Email
BIG BEAUTIFUL BILL ACT ADDITIONAL QUESTIONS
Did you buy a NEW, US assembled personal vehicle in 2025 and pay interest on that loan? If yes, please include year, make, model, and VIN number
*
Yes
No
Vehicle Details
year, make, model, and VIN number
Did you ear "time-and-a-half" or more for overtime hours in 2025?
*
Yes
No
Are you age 65 or older in 2025?
*
Yes
No
Did you have a child born in 2025? If yes, file form 4547 or go to (trumpaccounts.com)
*
Yes
No
Did you adopt a child in 2025?
*
Yes
No
Signature
*
BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT
Type a question
Rows
Information
Bank Name
Account Nickname
Routing Number
Account Number
Taxpayer Name
Spouse Name
Taxpayer Signature - By signing, you are confirming that the information is true and correct to the best of your ability.
*
Spouse Signature - By signing, you are confirming that the information is true and correct to the best of your ability.
*
Today's Date
*
-
Month
-
Day
Year
Date
CLIENT PASS CODE/PIN SHEET
Rows
Information
Taxpayer Name
Taxpayer Pass Code
Spouse Name
SpousePass Code
Taxpayer Signature
*
Spouse Signature
*
Today's Date
*
-
Month
-
Day
Year
Date
***We will need Documentation if claiming dependents other than your own children***
***We will need Legal Documents if you are acting as Power of Attorney for someone***
Tax Document File Upload
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