Tax Preparation Questionnaire
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Social Security Number / ITIN
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Filing Status
Please Select
Single
Married Filing Jointly
Married Filing Single
Head of Household
Qualifying Surviving Spouse
Dependent Information #1
First Name
Last Name
Dependent Information #2
First Name
Last Name
Dependent Information #3
First Name
Last Name
Sources of Income
W-2 Wages & Salaries
Schedule C Business
Rental Income (Sch E)
Investment Income/Crypto
1099s (NEC,INT, DIV, B, K, SSA...)
Other
Proof of Identification (Drivers License or State Identification)
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Prior Year Form 1040 and Supporting Schedules
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