AA Tax Consulting Questionnaire

AA Tax Consulting Questionnaire
Did you file your 2024 taxes with AA Tax Consulting?
Did you have any changes to your tax information? (Select all that apply)
Filing Status
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
Format: (000) 000-0000.
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?
Would you like that refund Direct Deposited into your banking account?
Name of Bank
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?
If asked can you provide documents to substantiate your eligibility for your Credits and/or HOH Filing Status on this return?
Were any credits Disallowed or Reduced in a prior return? (If yes please explain in notes at bottom of form)
Are any of your Dependents currently or intended to be claimed as a qualifying child on any other individual tax return?
If HOH, did you provide more than half of the cost of keeping up a home for the year for a qualifying dependent?
Notes
Should be Empty: