Destiny Helpers Tax Services LLC — professional tax services, training and mentorship

  • Client Due Diligence Questionnaire — All Tax Years

  • This questionnaire is required for all clients. Please answer truthfully and completely. Incomplete or false information may delay or prevent filing.
  • Date of Birth*
     - -
    2 digit month, 2 digit day, 4 digit year
  • For a qualifying child, the support test generally asks whether the child provided more than half of their own support. For a qualifying relative, you generally must provide more than half of their support, subject to exceptions. HOH has a special rule for qualifying parents who do not live with you and rules for temporary absences. The preparer determines eligibility.
  • Did You Move during the Tax Year?*
  • Did your marital status change for the selected tax year?*
  • Were you legally married on December 31 of the selected tax year?*
  • Did you live with your spouse during the last 6 months of the selected tax year?*
  • Did you pay more than half the cost of keeping up your home?*
  • Did You Move during the Tax Year?
  • Did this person live with you more than half the year?*
  • Did you pay more than 50% of household expenses?*
  • Did you receive any income not reported on tax forms? If yes please explain*
  • Your answers support our review but do not replace preparer follow-up inquiries, required calculations, Form 8867, or records retained under IRS rules. Tax eligibility is determined from the applicable tax-year rules. This questionnaire does not replace separately obtained IRS Form 8879 e-file authorization.
  • Complete business-only questions only if you had business or self-employment activity in the selected tax year. Expense selections do not establish deductibility; only allowable business amounts may be claimed and vehicle, meal and home-office deductions have additional requirements.
  • Did you have a business or self-employment activity during the selected tax year?*
  • Did you file a return for the year before the selected tax year?*
  • Do you owe the IRS?*
  • Do you have unfiled tax years?*
  • Are you currently being audited?*
  • Are you on a tax payment plan?*
  • If you answer Yes to any of the questions above, please explain in the Additional Income and Special Circumstances Explanation section.
  • Did your martial status change?
  • Were you legally married on December 31?
  • Did you live with your spouse during the last 6 months of the year?
  • Did you pay more than half the cost of keeping up your home?
  • Did this person live with you more than half the year?
  • Did you pay more than 50% of household expenses?
  • For each dependent, I confirm:
  • Did you receive income from any of the following:*
  • Did you receive any income not reported on tax forms? If yes please explain
  • Business Start Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • How were you paid?
  • Did you have business expenses
  • Did any of the following apply
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: