Language
English (US)
Español
Soza Tax Services Client Interview Form
Please review each section and check every box that applies to you. Your answers help us understand your unique tax situation, identify the forms we need (such as W-2s, 1099s, or deductions), and ensure your return is filed accurately and efficiently. The more complete your answers, the faster we can prepare your taxes and maximize your refund while staying compliant with IRS requirements.
General Taxpayer Information
Please indicate if any of these statements are true.
I am a new client
I am a returning client
I have last year's tax return
I do NOT have last year's tax return
I am a U.S. citizen
I am a Non-U.S. citizen
Taxpayer Filing Status
Single
Married Filing Jointly (MFJ)
Married Filing Separately (MFS)
Head of Household (HOH)
Qualifying Widow(er)
I am unsure
Taxpayer Name
First Name
Last Name
Taxpayer's Phone Number
Please enter a valid phone number.
Taxpayer's Email
example@example.com
Taxpayer's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayer's Spouse Name (if applicable)
First Name
Last Name
Taxpayer's Spouse Phone Number
Please enter a valid phone number.
Taxpayer's Spouse Email
example@example.com
Taxpayer's Spouse Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayer Dependents Information
Taxpayer Dependents
I will be claiming dependents
I will NOT be claiming dependents
Dependents lived with me all year (If claiming dependents)
Dependents have shared custody with another parent/guardian (If claiming dependents)
Dependend attended college (If claiming dependents)
I have a new dependent this year that I did NOT have in a prior tax year (If claiming dependents)
My dependent has their own income (If claiming depenedents)
A family member/relative lived with me for all or part of the year and I contributed to more than 50% of their living expenses.
Other
If you selected "Other" on the Taxpayer Dependents Information Section, please use this space to explain your unique situation.
Taxpayer Employment & Income
I had the following type(s) of income for this tax year:
W-2 income
Unemployment (1099-G)
Social Security (SSA-1099)
Self-employment / 1099-NEC
Gig work / 1099-K
Cash business
Interest (1099-INT)
Dividends (1099-DIV)
Investments/Crypto (1099-B)
Rental income
K-1 income
Gambling winnings
Other
If you selected "Other" in the Taxpayer Employment & Income section, please indicate any other employment you received during the tax year.
Taxpayer Deductions & Credits
Please indicate below if you paid into any of the following during the tax year:
Tuition (1098-T)
Student loan interest (1098-E)
Mortgage interest (1098)
Property taxes
Bought-sold a home
Childcare expense
Marketplace insurance (1095-A)
Charitable donations
IRA/HSA contributions
Other
If you indicated "Other" in the Taxpayer Deductions & Credits section, explain your unique situation below.
Taxpayers As Business Owners
Please indicate below if you are an owner or have of any of the following:
LLC
Sole proprietor
EIN
Business bank statement
Business expense logs
Business mileage logs
Busines inventory
Taxpayer IRS Letters or Issues
Indicate below if any of the following options are relevant to you:
I have received IRS letters regarding past years tax returns
I have prior-year unfiled returns
I need a payment plan for owed taxes
I have refund offset issues
Taxpayer Refund & Filing Preferences
Indicate below how you would like your IRS refund paid to you (if you qualify):
Direct deposit into an owned account
Paper check mailed to my residence
Submit
Should be Empty: