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.

Was there a change to your bank account?

Please call the office.

Are there changes to your address since last years tax return?

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Are there changes to your filing status since last years tax return?

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).

Are there changes to your dependents for tax purposes since last years tax return?

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.

Did you pay for child care for any of the dependents under 13 years of age?

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.

Have you received a new driver’s license since last years tax return?

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

If applicable, has your spouse received a new driver’s license since last years tax return?

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

Have you received any notices or correspondences from the IRS or state in the past 3 tax years?

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

Do you have any children aged 18 or under (or student under age 24) who had earned (W2 or 1099-Nec) or unearned (interest or investment) income in 2025?

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

Did you give a gift (not a donation) of more than $19,000 to one or more people in 2025?

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

Did you earn any foreign income or pay any foreign taxes in 2025?

Do you have any foreign accounts?

Did the foreign accounts exceed over 10k in value during 2025?

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

Did you receive, sell, or exchange/trade any cryptocurrencies in 2025?

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.

Did you sell your Primary Residence in 2025?

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.

Did you contribute to an IRA or ROTH IRA in 2025?

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.

Did you have any debt forgiven in 2025 (credit cards, student loans, home loans, etc)?

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

Did anyone on your tax return receive overtime pay in 2025?

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.

Did anyone on your tax return receive tips in 2025?

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.

Did you finance a new personal vehicle in 2025?

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

Was anybody on your return an educator in 2025 that paid out-of-pocket expenses?

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.

Did you own a business or farm in 2025?

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.

Did you own a rental property in 2025?

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.

Are there any other changes to your tax situation for 2025 that Brian should be aware of (e.g. job changes, large purchases, energy-efficient property purchases such as electric vehicles, solar panels, energy-efficient home renovations)?

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.