2025 Returning Clients Tax Questionnaire

Tax Questionnaire

For Returning Clients

Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
If your address changed, please provide your new address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
YesNo
Please briefly explain any changes in your marital status or household composition:
Did you receive or request a six-digit Identity Protection PIN (IP PIN) from the IRS? If yes, please enter it here:
You own foreign financial accounts or assets in a foreign countryYou own more than 10% of a foreign companyYou live in an area that was declared a Federal disaster areaYou had Earned Income Credit, Child Tax Credit or American Opportunity Credit DISALLOWED in a prior yearYou adopted a child
To remove any dependents from your last year's return, enter their name here:

Enter any new dependents here:

Rows	Name	DoB	Relationship	SSN	Number of Months Libed With You	Have you Paid More Than Half of Their Support?	Full-time Student
Dependent 1
Dependent 2

YesNo
YesNo

Name of Child Care Provider
Provider EIN/SSN
Required to claim the credit for child/dependent care expenses
Provider Address
Amount Paid to Provider

Supplies used as an eligible educator (such as a teacher, teacher’s aide, or counselor)Tuition, Fees, or Books Expenses required to attend a college, university or vocational school (please upload 1098-T)Contirbutions to a 529 Plan or Educational Savings Plan (please attach support)Student Loan Interest (please upload 1098-E)Energy Efficient Improvement to your home (please upload support)Mortage Interest (please upload 1098)Property Taxes (if not listed on 1098, please upload Property Tax Statement)Purchased a home (please upload support)Purchased a plug-in Electric VehicleInterest on the purchase of a new personal-use vehicle purchased on or after January 1st, 2025.
For your plug-in Elecric Vehicle, please list the make, model, VIN, purchase date and cost:
Expenses File Upload

Cancelof

Itemized Expenses - If your itemized expenses exceed the Standard Deduction ($15,750 for Single or $31,500 for MFJ) you may obtain a more favorable tax outcome. You may skip this section if you're not interested in itemizing.

Rows	Amount
Medical Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Charitable Contributions
Car Registration Fees

Retirement Contributions

Rows	Amount
Traditional IRA
Roth IRA
SEP IRA
SIMPLE IRA
HSA (please upload 1099-SA)

Did you, your spouse, and your dependents have health insurance last year? If yes, who covers for it?

Rows	Employer	Exchange/ Marketplace / HealthCare.gov	Private Insurer	Medicare	Medicaid
Taxpayer
Spouse
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

If you obtained coverage through the Healthcare.gov Marketplace, please upload your 1095-A:

Cancelof
Expense-related comments/notes:

Business Activity Performed
Business entity name (if applicable)
EIN (if applicable)
Date Activty Began (estimate is okay)

MonthDayYear
Date
YesNo
YesNo
Number of business miles driven during the year
Did you make any payments that would require you to file Form(s) 1099?
Notes/comments related to this activity:
YesNo

Business Activity Performed (2)
Business entity name (if applicable)(2)
EIN (if applicable)(2)
Date Activty Began (2) (estimate is okay)

MonthDayYear
Date
YesNo
YesNo

YesNo
Number of business miles driven during the year(2)
Did you make any payments that would require you to file Form(s) 1099?
Notes/comments related to this activity:

Help avoid surprises from the IRS by making sure your tax return lines up with what the IRS already has on record.

With the IRS Accuracy Check, we take an extra step to review IRS-reported information and confirm that all income and tax payments the IRS expects to see are properly included on your return.

This can help:

-Catch missing or late tax forms you may not have received
-Prevent simple mismatches that often lead to IRS letters
-Reduce the chance of delays, corrections, or amended returns
-Give you added peace of mind that nothing was overlooked

Most IRS issues come from incomplete or mismatched information—not mistakes. This check is designed to help avoid those problems before you file.

Recommended for: Clients with multiple income sources, investment accounts, side income, or anyone who wants extra confidence that their return is complete and accurate.
Yes, check my IRS records to ensure my return is accurate and complete (+$95)No, prepare my return based on the information I’ve provided.

Yes, use the same bank account as last yearNo, I will provide updated bank information
Name of new Bank
CheckingSavings
New Routing Number
New Bank Account Number
If you made estimated tax payments during the year, please enter the total amount:

$1 Million Tax Audit Defense

Should you receive an audit or notice within three years from filing your federal return (four years for your state return), you can depend on up to $1,000,000 in resolution services at no extra cost to you. Simply notify us of any notice you receive, and you will be assisted by a team of specialists to ensure your matter is resolved.

Identity Theft Restoration

If your identity is compromised, you will be provided with reliable and thorough identity theft restoration services. No matter how or where your identity is stolen, your team of experts stands ready to help you reclaim your identity with confidence.

Recommended for clients who want added protection and representation in the event of an IRS or state audit or tax review.
Yes (+$49)No, thanks.

- I confirm that all information I entered here is accurate and true to the best of my knowledge.
- I allow you to capture my sensitive data like personal ID, government ID, Social Security Number (SSN), and other information.
Date Signed

MonthDayYear
Date
Taxpayer Signature*

Clear

Engagement Letter
{dateSigned}

Dear {name},

We appreciate the opportunity to work with you and to provide the professional services as outlined below. This letter confirms our understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide. The engagement between you and Hypha LLC (doing business as Hypha Solutions) will be governed by the terms of this Agreement.

Engagement Objective and Scope

We will prepare your 2025 individual federal and applicable state and local income tax returns. We will rely upon the completeness and accuracy of the information and representations you provide to us to prepare your tax returns. We are not responsible for determining other types of filings, such as sales or use tax returns. We will not audit or otherwise verify the data you submit to us, although we may ask you to clarify certain information.

We will prepare the above-referenced tax returns solely for filing with the Internal Revenue Service ("IRS") and applicable state and local tax authorities. Our work is not intended to benefit or influence any third party, either to obtain credit or for any other purpose. You agree to indemnify and hold us harmless with respect to any and all claims arising from the use of the tax returns for any purpose other than filing with the IRS, state and local tax authorities regardless of the nature of the claim, including the negligence of any party.

Our engagement does not include any procedures designed to detect errors, fraud, or theft. Therefore, our engagement cannot be relied upon to disclose such matters.

Firm Responsibilities

It is our duty to perform services with the same standard of care that a reasonable tax return preparer would exercise in this type of engagement. Hypha Solutions, in its sole professional judgment, reserves the right to refuse to take any action that could be construed as making management decisions or performing management functions on your behalf.

Arguable Positions

We will use our professional judgment to resolve questions in your favor where a tax law is unclear, provided that we have a reasonable belief that there is substantial authority for doing so. If the IRS, state or local tax authorities later contest the position taken, additional tax, penalties, and interest may be assessed. We assume no liability, and you hereby release us from any liability, including but not limited to, additional tax, penalties, interest, and related professional fees you may incur.

Tax Planning Services

Tax planning services are not within the scope of this engagement. During the course of preparing the tax returns identified above, we may bring to your attention potential tax savings strategies for you to consider as a possible means of reducing your taxes in subsequent tax years. However, we have no responsibility to do so, and will take no action with respect to such recommendations, as the responsibility for implementation remains with you.

Client Responsibilities

You will provide us with all the necessary information and documentation to prepare your tax returns. You must provide us with accurate and complete information. Income from all sources, including those outside of the U.S., is required.

Documentation

You are responsible for maintaining adequate documentation to substantiate the accuracy and completeness of your tax returns. You should retain all documents that provide evidence and support for reported income, credits, deductions, and other information on your returns, as required under applicable tax laws and regulations. You represent that you have such documentation and can produce it if necessary to respond to any audit or inquiry by tax authorities. You agree to hold our firm harmless from any liability including but not limited to, additional tax, penalties, interest and professional fees resulting from the disallowance of tax deductions due to inadequate documentation.

Foreign Investments and Virtual Currency

You are responsible for informing us of any foreign investments, foreign financial accounts, and virtual currency transactions. Failure to report these items may result in substantial penalties. We assume no liability for penalties associated with the failure to file or untimely filing of any required forms.

Professional Fees

Fees for our services will be based on the complexity of the returns and time required, plus any out-of-pocket expenses. Our fees depend upon the timely delivery, availability, quality, and completeness of the information you provide to us. You agree to pay all fees and expenses incurred whether or not we prepare the tax returns.

We appreciate the opportunity to be of service and look forward to working with you.

Elia Bruno

Hypha LLC dba Hypha Solutions
Accepted by:

First NameLast Name
Should be Empty:

Rows	Amount
Sqft of Home Office
Sqft of entire home
Rent paid (if applicable)
Utilities paid
Homeowner/Renter Insurance
Direct repairs and improvements to home office

Tax Questionnaire

Engagement Letter