HAB 2026 Client Tax Questionnaire

2026 Client Questionnaire:
Name:*
Address:*
Phone Number:*
Text:*

YesNo
Email(s):*
example@example.com
1. My filing status for 2025 is:

SingleMarried Filing JointMarried Filing SeparateHead-of-Household
2. During 2025 I had significant life changes (marriage, moved, retirement, birth, death, large purchases/sales, etc.):

YesNo
If yes, explain:
3. In 2025 I earned the following (Select all that apply):

Tip PayOvertime Pay
If yes for either, my occupation was:
4. Each year, I typically:

Owe taxReceive a refund
5. I made quarterly/estimated payments for 2025:

YesNo
6. I bought/sold digital assets or have an online account for virtual currency (Ex. Bitcoin, Coinbase, Ethereum):

YesNo
7. I have insurance through the Marketplace:

YesNo
If yes, Form 1095-A is included with my tax documents:

YesNo
8. The IRS sends me an IP PIN each year:

YesNo
If yes, my IP PIN is included with my tax documents:

YesNo
9. I prefer to sign my tax return:

in personvia email
Please read: I acknowledge my copy of the tax return will be emailed to the address above unless expressly requested. All tax returns will be filed electronically unless otherwise noted. I understand that my tax return will be prepared based on information provided by me and will not be provided to me or filed until full payment for services is received.
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Additional Notes:
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2026 Client Questionnaire: