VIP TAX QUESTIONNAIRE
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♦ PERSONAL INFORMATION
Full Name:
First Name
Last Name
Date of Birth:
-
Month
-
Day
Year
Date
Email Address:
example@example.com
Phone Number:
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method:
Text
Email
Phone Call
♦ FILING INFORMATION
Have you filed with Topnotch Enterprises before?
Yes
No
What is your filing status?
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Do you have dependents?
Yes
No
How many?
♦ INCOME INFORMATION
Types of income you expect to report:
W-2 Employment
Self-Employment / 1099
Home
Unemployment
Social Security
Investment Income
Did you receive any advance Child Tax Credits or stimulus payments in the last tax year?
Yes
Not Sure
♦ DEDUCTIONS & CREDITS
Which deductions or credits apply to you:
Child Tax Credit
Earned Income I?
Education Credit
Submit
Should be Empty: