• Tax Intake Questionnaire

    Please complete this form to provide the necessary information for your tax preparation. Your responses will help ensure accurate and efficient processing.
  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Dependent Information (Add each dependent's name and date of birth, if applicable)
  • Please call IRS Offset Line 1-800-304-3107 to verify if you have any outstanding debts .Did you verify your Treasury Offset Program (TOP) status?
  • Did you owe any offsets according to the Treasury Offset Program?
  • Did you have health insurance during the tax year?
  • Please call 1-800-318-2596 to verify if you have coverage through market place Did you call ?
  • Did you have any gaps in health insurance coverage?
  • What types of income did you receive during the tax year? (Check all that apply)
  • Did you attend college part-time or full-time this tax year?
  • Did you receive Form 1098-T?
  • Did you purchase books or supplies for your education?
  • Did you receive grants or scholarships?
  • Did you pay student loan interest (Form 1098-E)?
  • Was your schooling job-training or certificate-related?
  • Did you pay childcare expenses?
  • Did your child/dependent live with you for more than 6 months?
  • Is anyone else eligible to claim this child/dependent?
  • Did your child/dependent have income?
  • Did you own a home during the tax year?
  • Did you receive any of the following homeowner-related documents?
  • Did you operate a business or side-business during the tax year?
  • What business-related documents do you have?
  • Did you have earned income from working? (EITC)
  • Did your dependents live with you for more than 6 months? (EITC)
  • Is your child legally yours or court-ordered? (EITC)
  • Does anyone else claim your child? (EITC)
  • Do all dependents have valid Social Security numbers? (EITC)
  • Do you have dependents age 16 or under? (Child Tax Credit)
  • Did you receive advance monthly Child Tax Credit payments?
  • Do you have shared custody of your child/dependent?
  • Did you make retirement contributions (401k, IRA, Roth IRA)? (Savers Credit)
  • Did you pay property taxes? (Homeowner Itemization)
  • Did you pay mortgage interest? (Homeowner Itemization)
  • Did you have large medical expenses? (Homeowner Itemization)
  • Did you make charitable donations? (Homeowner Itemization)
  • Do you have a Health Savings Account (HSA)?
  • Did you receive any of the following HSA-related forms?
  • Did you purchase a qualifying electric vehicle (EV)?
  • Do you have purchase paperwork for your electric vehicle?
  • Did you adopt a child during the tax year? (Adoption Credit)
  • Did you receive any IRS letters?
  • Do you owe back taxes?
  • Are you currently in a payment plan with the IRS?
  • Did you move to a different state during the tax year?
  • Are you interested in credit repair services?
  • Are you interested in life insurance information?
  • Should be Empty: