Information Gathering Form 2025

Taxpayer Name

First NameLast Name

Taxpayer Email

example@example.com

Taxpayer Preferred Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Spouse Name if Applicable

First NameLast Name

Spouse Email

example@example.com

Spouse Preferred Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

YesNo

Please call the office.

YesNo

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

YesNo

Tell us why you believe your filing status has changed? Filing choices are Single, Married filing joint, Married filing separate, Head of household (must have a dependent), Qualified surviving spouse (must have a deceased spouse in the last 2 years and have a dependent).

YesNo

Please explain the changes and list many dependents you think should be on your return? If this is a new dependent please call the office or upload the information to your SmartVault as we will need legal name, social, and birthdate.

YesNo

Please upload to the SmartVault the amount paid broken up by the child and the childcare facility. Most receipts will have this but we need the childcare facilities EIN number and address. If you paid a person for the childcare we will need their legal name, SSN, and address.

YesNo

Please call the office or upload a copy of your new DL to the SmartVault.

YesNo

Please call the office or upload a copy of your new DL to the SmartVault.

YesNo

What such correspondences took place and have you provided Berenz Tax with a copy of the letter?

YesNo

Please list the name(s), age, and approximate amount of earned and unearned income.

YesNo

Please provide who you provided the gift to - legal name, relation, and amount.

YesNo

You will need to file your FBAR, our office does not complete this filing. You can do so at https://bsaefiling.fincen.gov/

YesNo

If this is being reported on a 1099 and your basis (what you bought it for in US Dollars) is correct then just upload the 1099 to SmartVault. If the basis is incorrect please provide an explanation and documentation to substantiate the basis. If it is not being reported on a 1099 then you need to provide documentation to substantiate the sale and basis both in US dollars. Trading a digital asset for another digital asset is considered a sell and a buy and would need to be translated into US Dollars.

YesNo

Please upload to the SmartVault your Seller's Statement and 1099-S that you should have received from the title company. Also provide when you bought the home and for how much. Also if you paid for any capital improvements (examples: new windows, driveway, roof, additions, kitchen remodels, etc) to the home please provide the estimated date and amount you paid.

YesNo

Please upload to the SmartVault supporting documentation for the amount you contributed for 2025 tax year. If you want to see how much you can contribute, we can discuss this while reviewing the tax return.

YesNo

Please provide a brief explanation and upload supporting documents to SmartVault.

YesNo

You will aslo need to provide your end of year paystub that breaks out the amount of overtime pay because it is not identified on the W2.

YesNo

If the tips are not recorded on your W2 in box 7, then you will need to provide us information supporting your tip income.

Note, all tips regardless of being reported on your W2 should be reported on your income tax return.

YesNo

Please provide a statement that shows the interest paid in 2025 as well as the vehicle registration.

YesNo

Please provide details. We need to know the full amount that was paid in out-of-pocket expenses as the first $300 per educator is deductible and expenses beyond that may be allowed to be deducted if you itemize.

YesNo

Please upload to SmartVault your financials. If you bought any assets over $2500 or sold any existing assets, please upload items substantiating those purchases and sales. If you have inventory I will need to know your purchases of inventory in 2025 at wholesale prices and the wholesale value of the remaining inventory at the end of 2025. Also, I will need to know your business miles and personal miles driven for each vehicle that was used for business.

Please tell me any other details I should know about the business or items you want to discuss about the business during the review of the return.

YesNo

Please upload to SmartVault your financials. If you bought any assets over $2500 or sold any existing assets, please upload items substantiating those purchases and sales. Also, I will need to know your business miles and personal miles driven for each vehicle that was used for the rental.

Please tell me the number of days rented and the number of days personal use. Any other details I should know about the rental or items you want to discuss about the rental during the review of the return.

YesNo

Please provide additional information

After submitting this form, please upload your documents to your SmartVault applicable tax year's folder, subfolder "My Tax Documents". You can access the portal at our website www.berenztax.com

Once you have finished uploading your documents, please let our office know so we can allocate time to work on your return.

Thank you.