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INDIVIDUAL TAX RETURN-ESTIMATE FORM
This form is for estimate purposes only and is not a tax filing authorization. Most questions are multiple-choice or checkbox questions to make the questionnaire quick and easy to complete.
1. BASIC INFORMATION
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Your preferred contact method
*
Phone call
Email
Type of service(s) needed
*
Individual tax return preparation (Form 1040)
Tax Advice/Consultation
Prior year tax return review or amendment
Tax preparation training
Other
What is your tax residency status?
*
U.S. Citizen
Nonresident Alien (temporary visa)
Resident Alien (you hold a Green Card, or you meet the "Substantial Presence Test")
Other
Do you have children or dependents?
*
Yes
No
If “yes”, how many?
Did anyone in your household were at least half-time student?
*
Yes
No
Can you be claimed as someone else’s dependent? (For example, if your parent or another person provides most of your financial support and may claim you on their tax return).
*
Yes
No
Not sure
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2. INCOME
Check all that apply to you and/or your spouse/dependents
*
W-2 Job(s)
Small business/Sole Proprietorship
Stocks, crypto, dividends, or interest income
Rental income
Retirement (pension, IRA, 401(k), etc.)
Social Security
Unemployment or other government benefits
Partnership/S-Corporation income
Education grants or scholarships
Foreign source income
Estate or trust income
Hobby Income
Farm income
Other
How many W-2s received in your household?
*
3. MAJOR EVENTS
Check all that apply
Education expenses
Child care expenses
Student loan interests
Mortgage interests
Large medical expenses
Charitable donations (cash/property)
Finance a new car
Purchased or sold a vehicle used for business
Bought or sold a home or other real estate
Marriage, divorce, or legal separation during the tax year
Adoption of a child during the tax year
Purchased health insurance through the marketplace (form 1095-A)
Received or transferred an inheritance or gift worth more than $19,000
Spouse passed away during the tax year
Lived or worked in more than one state
Energy-efficient home improvements (windows, doors, insulations, HVAC system, or solar panels)
Casualty or theft loss (including federally declared disaster losses)
Other
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4. Additional Notes
Check all that apply
I made estimated tax payments during the year
I have not filed one or more prior-year tax returns
I currently owe to the IRS
I received an IRS or state tax notice
Other
Notes/Questions
Please provide any additional information you think may be helpful.
Thank you for taking the time to complete this questionnaire.
This information helps us estimate the complexity, timeline, and pricing of your tax return. Final pricing may vary after review of your tax documents. Please be prepared to provide your prior-year tax return and all applicable tax documents.
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