Client Checklist - Individual Tax Preparation
Taxpayer's Name
*
First Name
Last Name
Cell Phone Number
*
Please enter a valid cell phone number.
Format: (000) 000-0000.
Email Address
*
@gci email is not compatible
Back
Next
Did your address change from last year?
*
Yes
No
If yes, please provide new address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Back
Next
Did you receive an Identity Protection PIN (IP PIN) from the IRS? If yes, please provide the letter you received via Onvio.
*
Yes
No
Back
Next
Did you acquire a new or additional interest in a business?
*
Yes
No
If yes, please explain.
Back
Next
Did you sell, exchange, or purchase any real estate?
*
Yes
No
Other
If yes, please explain
Back
Next
Did you refinance any residence? If yes, please upload loan refinance statements to Onvio.
*
Yes
No
Back
Next
Did you sell an existing business, rental, or other property?
*
Yes
No
If yes, please explain.
Back
Next
Do you expect a big change in income or deductions next year?
*
Yes
No
If yes, please explain.
Back
Next
At any time during 2025, did you :(a) Receive (as a reward, award or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?
*
Yes
No
Back
Next
If you have a rental property, did you operate your rental as a business?
*
Yes
No
Back
Next
Did your entire household receive the Alaska PFD?
*
Yes
No
If no, please explain.
Back
Next
Did you receive tips in 2025 in a job where tips are customary? For example, food service, hospitality, salons or transportation.
Yes
No
Back
Next
Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a work week?
Yes
No
Back
Next
Did you make any contributions to an IRA or Roth outside of an employer-sponsored plan?
*
Yes
No
If yes, please explain.
Back
Next
Are you over age 70.5 and giving charitable contributions directly from your IRA?
*
Yes
No
If yes, please explain.
Back
Next
(For returns filed after April 15) Did you make an extension payment?
*
Yes
No
Not Applicable
If Yes, please list amount.
Back
Next
Did you make estimated tax payments for 2025?
*
Yes, I know the amounts.
No
Yes, but I dont have amounts handy and I will provide exact amounts as soon as I am able.
Back
Next
Please enter the amounts and dates of any estimated payments you may have made.
Payment One
Date
-
Month
-
Day
Year
Date
Payment Two
Date
-
Month
-
Day
Year
Date
Payment Three
Date
-
Month
-
Day
Year
Date
Payment Four
Date
-
Month
-
Day
Year
Date
Back
Next
Did you enroll for Marketplace Coverage through healthcare.gov under the Affordable Care Act? If yes, you must provide Form 1095-A; please upload to Onvio.
*
Yes
No
Back
Next
Did you make any contributions to a Health savings account (HSA)? If yes, please upload Form 5498-SA to Onvio; issued by banks May 31.
*
Yes
No
Back
Next
Did you receive any distributions from a Health savings account (HSA)? If yes, please upload Form 1099-SA to Onvio.
*
Yes
No
Back
Next
Were all distributions from HSA used for qualifying medical expenses?
Yes
No
If no, please explain.
Back
Next
Do you have a High Deductible Health Insurance Plan? High Deductible plans for 2025 are $1650 for Self-Only Insurance or $3300 for Family Insurance.
*
Yes
No
Back
Next
Did you make gifts of more than $18,000 to any individual?
*
Yes
No
If yes, please explain
Back
Next
Did you purchase a new U.S assembled Vehicle in 2025 for personal use and financed with an auto loan? If yes, please provide vehicle statement from the dealer via Onvio.
Yes
No
Back
Next
Did you make energy efficient improvements to your home?
*
Yes
No
If yes, please explain
Back
Next
Did you receive a distribution or were you a grantor for a foreign trust?
*
Yes
No
If yes, please explain
Back
Next
Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?
*
Yes
No
If yes, please explain
Back
Next
Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity (not held in a US brokerage such as Charles Schwab)?
*
Yes
No
If yes, please explain
Back
Next
Did you receive correspondence from the IRS?
*
Yes
No
If yes, please explain.
Back
Next
Do you expect to file any state tax returns?
*
Yes
No
If yes, please list below.
Back
Next
Are you expecting a refund ?
*
Yes
No
I Don't Know
Back
Next
If you are due a refund, how would you like it?
*
Direct Deposit
Paper Check
Apply to Next Year
I'm not sure
Please provide bank account information for direct deposit of refund. Bank Name? Type NA if you want a paper check only
*
Routing number? Type NA if you want a paper check only
*
Account Number? Type NA if you want a paper check only
*
Back
Next
Are you claiming any dependents?
*
Yes
No
Back
Next
Do you have an eligible child under 18 and want to open a new tax-deferred investment account called a "trump Account" that will be available in July 2026?
Yes
No
Back
Next
If you initiate a Trump Account for any eligible child born in 2025, a contribution pilot program provides a $1'000 contribution. Do you wish to receive the contribution?
Yes
No
Back
Next
Were there any changes in dependents from the prior year?
Yes
No
If yes, please explain.
Back
Next
Did you provide over half the support for any other person(s) other than your dependent children during the year?
Yes
No
Back
Next
Did you pay for childcare while you worked, looked for work, or while a full-time student?
Yes
No
Back
Next
Is there any other person(s) who lived with you more than half the year but not claimed by you last year?
Yes
No
Back
Next
If you are divorced or separated with child(ren), do you have a divorce decree or separation agreement which establishes custodial responsibilities?
Yes
No
Back
Next
Child Name
First Name
Last Name
Date of birth
-
Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
Back
Next
Add Dependent?
Yes
No
Back
Next
Child Name
First Name
Last Name
Date of birth
-
Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
Back
Next
Add Dependent?
Yes
No
Back
Next
Child Name
First Name
Last Name
Date of birth
-
Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
Back
Next
Please add any notes or concerns you would like to share with Kort.
*
Submit
Should be Empty: