1040 Individual Tax Preparation Quote
Name
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First Name
Last Name
Phone Number
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-
Area Code
Phone Number
Contact email
*
New or Return Client
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New Client
Return Client
What is your filling status
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Single
Married
Head of Household/Qualify Widow
How many state returns will you be filling?
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How many dependent will you be claiming?
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How many dependent under age of 18?
Did you paid for child care?
Yes
No
Did you purchase residential energy equipment (solar, electric vehicle, ect)?
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Yes
No
How many IRA did you/spouse contribute?
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Are you/spouse an educator?
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Yes
No
Did you/spouse paid alimony?
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Yes
No
Will you/spouse claim Earned Income Credit (EIC)?
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Yes
No
Unsure
Does everyone had healthcare insurance ALL year?
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Yes
No
Did you paid or subject to Alternative Tax (AMT)?
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Yes
No
Unsure
Will you be using Standard or Itemized Deduction?
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Standard
Itemized (Sched A)
Do you have more than $10k in medical expense?
Yes
No
Number of charity organization you gave:
Are you claiming unreimbursed employee expenses?
Yes
No
Are you/spouse Self-Employ, Freelancer, Single Member LLC?
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No
Single Member LLC
Self-Employ/Freelancer
How many different business do you/spouse own
Do you use a professional accountant to produce Profit & Loss statement (P&L)?
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Yes
No
Use of car/truck deduction?
Yes
No
Which method of auto deduction use?
Mileage
Actual Expense
Do you claim Business use of Home?
Yes
No
Which method of home business use?
Simplified ($5/sqft)
Actual expense
How many item of depreciation on this year tax return?
How many categories of expenses claim on this year tax return?
Ads, Supplies, Travel, Utilities, ect.
Did you fund Self-Employed SEP, SIMPLE?
Yes
No
Did you paid Self-Employ Health Insurance?
Yes
No
How many Estimate tax payment made (form 1040-ES)?
Did you sell any business, home, or rental property?
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Yes
No
How many DEPRECIATION ITEMS in the business, home, rental/vacation property did you sold?
Do you received rental income?
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Yes
No
How many rental unit?
How many item of depreciation on this year tax return?
How many categories of expenses claim on this year tax return?
How many forms did you received?
(Enter whole number, not dollar amount)
W2: Employment Earnings
W2G: Gambling Wins
1099-MISC: Misc Inc.
1099-INT: Interest
1099-DIV: Dividend
1099-B: Sale of Stock/Options
How many transaction sold?
Estimate
1099-G: Unemployment/State Refund
1099-R:Pension/Annuity/Retirement/IRA
1099-SA: HSA/MSA
1098-Mortgage Interest
SSA-1099: Social Security Benefit
1098T: Tuition
1098-E: Student Loan Interest
1095-A: Marketplace Health Insurance
1095-B Health Coverage
1095-C:Employer Provided Health Ins.
K1
Any special individual TAX situation not ask above?
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