AA Tax Consulting Questionnaire

AA Tax Consulting Questionnaire
Did you file your 2024 taxes with AA Tax Consulting?*

YesNo
Did you have any changes to your tax information? (Select all that apply)*

AddressFiling StatusDependent InformationNo Changes
Filing Status*

SingleHead of HouseholdMarried Filing JointMarried Filing SeparateQualifying Surviving Spouse
Full Legal Name (First M. Last)*
Social Security Number*
Date of birth MM/DD/YYYY*

MonthDayYear
Date
Occupation
Image of Valid Photo ID (Drivers License, State ID Card, Military ID, Etc...)*

Cancelof
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Email Address*
Does your entire household have health insurance?*
Spouse Information
Spouse Full Legal Name (First M. Last)*
Date of birth*

MonthDayYear
Date
Social Security Number*
Image of Spouse Valid Photo ID (Drivers License, State ID Card, Military ID, Etc...)*

Cancelof
Do you expect to receive a federal refund this year?*

YesNoNot Sure
Would you like that refund Direct Deposited into your banking account?*

YesNo
Name on Bank Account*
Type of Account*
Bank Routing Number*
Bank Account Number*
Repeat Bank Account Number*
How many Dependents do you have? (If any)*
Dependent 1 Information
Dependent 1 Full Legal Name (First M. Last)*
Date of birth*

MonthDayYear
Date
Social Security Number*
Dependents 1 relationship to you (son, daughter, cousin)*
Number of months dependent 1 lived in your home*
Dependent 2 Information
Dependent 2 Full Legal Name (First M. Last)*
Date of birth MM/DD/YYYY*

MonthDayYear
Date
Social Security Number*
Dependents 2 relationship to you (son, daughter, cousin)*
Number of months dependent 2 lived in your home*
Dependent 3 Information
Dependent 3 Full Legal Name (First M. Last)*
Date of birth MM/DD/YYYY*

MonthDayYear
Date
Social Security Number*
Dependents relationship to you (son, daughter, cousin)*
Number of months dependent lived in your home*
Dependent 4 Information
Dependent 4 Full Legal Name (First M. Last)*
Date of birth MM/DD/YYYY*

MonthDayYear
Date
Social Security Number*
Dependents relationship to you (son, daughter, cousin)*
Number of months dependent lived in your home*
These questions only appear because you selected you did not file with AA Tax Consulting in 2024 - thank you!
Were you (or your spouse) a Nonresident Alien for any part of this past year?*

YesNo
If asked can you provide documents to substantiate your eligibility for your Credits and/or HOH Filing Status on this return?*

YesNoDoes Not Apply
Were any credits Disallowed or Reduced in a prior return? (If yes please explain in notes at bottom of form)*

YesNo
Are any of your Dependents currently or intended to be claimed as a qualifying child on any other individual tax return?*

YesNoDoes Not Apply
If HOH, did you provide more than half of the cost of keeping up a home for the year for a qualifying dependent?*

YesNoDoes Not Apply
Notes
Should be Empty: