D&G Enterprise 2025 Client Tax Return Questionnaire Intake Form
  •  

    2025

    Tax Return Questionnaire 

  • Rows
  • Taxpayer Information

  • Marital Status*
  • Taxpayer Date of Birth*
     - -
  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Can you be claimed as a dependent on someone else's return*
  • Rows
  • Dependent relationship to taxpayer*
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  • Do you have childcare for child/ children under 12?*
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  • Any Business Income & Expenses (Sole Proprietorship, LLC)*
  • If within 3 years of non-filing, would you like to file those prior year's tax returns?*
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  • Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?*
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  • Do you own a home?*
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  • HEALTH INSURANCE COVERAGE:

  • Did you receive any healthcare insurance coverage through marketplace (AMBETTER OR OSCAR)? IF SO, PLEASE UPLOAD YOUR FORM 1095A*
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  • Does the taxpayer, spouse or dependent(s) have an IRS Identity Pin #?*
  • To retrieve your pin# follow instructions below If so please write below.

    1. https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin.  Click this link

    2. Click the BLUE BOX THAT SAYS GET AN IP PIN

    3.CLICK THE GREEN BOX THAT SAYS SIGN IN WITH ID.me

    4. If you already have a id me account log in with/ if you don’t have an account please creat an account and follow the steps..

    5. Once you have done it and created the account it will take you back to the IRS WEBSITE AND IT WILL GIVE YOU THE IP PIN

  • Please do not skip this part its very important.

    I need user and password please. This is to ensure all income is filed and if you have marketplace insurance unknowingly it can be filed with your return, if not your return will either reject or hold your return up longer than the normal processing time. I am trying to prevent any hold ups by having all your correct information. I can't access your account until you send me a 6-digit code. If you don't have one, please go to irs.gov/individuals/get-transcript and make an account.

  • Do you have an ID Me Account?*
  • Do you owe the IRS any back taxes?*
  • Do you owe any state taxes?*
  • Do you owe any child support?*
  • Do you owe any student loans?*
  • Would you like your tax refund (if any) deposited directly into your bank*
  • IDENTIFICATION UPLOAD BELOW
  • Date*
     - -
  • Date
     - -
  • Should be Empty: