Client Questionnaire
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What type of taxpayer are you?
*
U.S. citizen or Green Card holder, living in the U.S.
U.S. citizen or Green Card holder, living outside of the USA (US Expat)
Work Visa holder (L-1, H-1B, H-2A, H-2B visa)
Student Visa holder (F, J or M visa)
Other (please specify)
What is your current country of residence? What is your mailing address?
*
Important for expats and nonresident clients
What is your marital status for tax filing purposes?
*
Single
Married filing jointly
Married filing separately
Head of household
Qualifying window(er)
Not sure
Have you filed a U.S. tax return before?
*
Yes
No
Not sure
What types of income did you receive during the tax year? (check all that apply)
*
Employment income (wages, salaries)
Self-employment income
Investment income (dividends, interest, capital gains)
Rental income
Foreign earned income (wages, salaries and/or self-emoloyment income from working or running a business in a country, outside the United States)
Pension / IRA income
Social security income
Unemployment income
Other income
Do you own any non-US bank or financial accounts with a total value of over $10,000 at any time during the year?
*
Yes
No
Not sure
Did you sell a primary residence or a rental property during the tax year?
*
Yes
No
Do you and anyone listed on your tax return (spouse or dependents) have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)?
*
Yes, everybody has SSN or ITIN
Spouse and/or dependents do not have SSN or ITIN
No one has SSN or ITIN
Not sure
Have you received a letter or a notice from the IRS for any taxable year?
*
Yes
No
Additional comments or questions:
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Please upload your last year's return and/or any other tax docs, relevant to your situation.
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