Tax prep Quote Assessment Questions
Please provide your basic tax information, and someone will follow up with an estimated quote and next step to complete your tax service need.
Personal Information
Please enter your personal details for this tax year.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Were you married at the end of 2025?
Yes
No
Do you have dependents?
Yes
No
Income Information
Report all sources of income for the tax year.
Were you employed during the tax year?
*
Yes
No
How many W-2 forms did you receive?
*
Were you self-employed/own business during the tax year(drive for share ride, own truck company or rental property)?
Yes
No
if the answer above is yes how many 1099NEC/1099MISC did you receive?
Did you sell any investment property such as stock, house, or land?
Yes
No
if the answer above is yes how many 1099B/1099S did you receive?
Did you take money out retirement account?
Yes
No
How many 1099R did you receive?
Did you receive Social security benefit?
Yes
No
Other Income (please specify)
Is your health insurance from the healthcare marketplace or employer sponsored or not insured?
Healthcare Marketplace
Employer Sponsored
Not insured
Do you owe tax to the IRS and need tax resolution service?
Yes
No
Other Tax-Related Information
Provide any additional information relevant to your tax return for the year.
Additional Comments or Explanations
Do you consent to being contacted by text at the phone number you provided for any additional questions?
Yes
No
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