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1
What type of return will you be filing
*
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Individual
Business
Tax Resolution
International Taxes
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2
What is your occupation?
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3
Are you married?
Yes
No
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4
How many dependents do you have?
(Children or other persons)
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5
Did you have any Child Care / Home Care expenses?
Yes
No
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6
Did you pay an individual or an organization to perform services for the care of a dependent under 13 years old in order for YOU to enable you to work or attend school on a full-time basis?
Yes
No
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7
Did you pay an individual to perform in-home health care services for yourself, your spouse, or dependents?
Yes
No
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8
How many dependents are under the age of 18?
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9
Did you or any other member of your family pay any post-secondary educational expenses this year?
Yes
No
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10
Did you buy or sell any cryptocurrency in 2018? (Bitcoin, Ethereum, Litecoin .etc)
Yes
No
I Don't Know
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11
Do you have or had ANY Foreign Bank accounts, Businesses or Assets in 2018? (Select all that apply)
Bank Account(s)
Business(es)
Asset(s) (home .etc)
I do not have any Foreign Bank Accounts, Businesses or Assets
I don't know
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12
Did you have any Rental and/or Royalty Income?
Yes
No
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13
How many rental properties do you have?
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14
Select all States where you own a rental property
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other
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15
Are you Self-Employed
Yes
No
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16
Do you own a Business?
Yes
No
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17
How many Businesses do you own?
(LLC, S-Corp, C-Corp, etc.)
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18
List all businesses
Leave blank if the information is not currently available.
Name of Business
Type of Entity
State of Incorporation
Business 1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Business 2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Business 3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Business 4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Business 5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Business 1
Business 2
Business 3
Business 4
Business 5
Name of Business
Row 0, Column 0
Type of Entity
Row 0, Column 1
State of Incorporation
Row 0, Column 2
Name of Business
Row 1, Column 0
Type of Entity
Row 1, Column 1
State of Incorporation
Row 1, Column 2
Name of Business
Row 2, Column 0
Type of Entity
Row 2, Column 1
State of Incorporation
Row 2, Column 2
Name of Business
Row 3, Column 0
Type of Entity
Row 3, Column 1
State of Incorporation
Row 3, Column 2
Name of Business
Row 4, Column 0
Type of Entity
Row 4, Column 1
State of Incorporation
Row 4, Column 2
1
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19
What accounting system does your business use?
QuickBooks
Excel
I don't know
Other
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20
Who processes your payroll? (Select all that apply.)
Paychex
QuickBooks
ADP
I don't know
Other
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21
Do you manufacture goods?
Yes
No
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22
Do you operate a wholesale or retail business where you maintain an inventory of goods?
Yes
No
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23
Is one of the owners of the business a NON US Citizen or Resident?
Yes
No
I don't know
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24
Your Name
First Name
Last Name
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25
Your Phone Number
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26
Your Email
example@example.com
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27
Contact Person (if other than yourself)
Person Authorized to disclose information about the business
First Name
Last Name
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28
Contact Person's Email
example@example.com
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29
Contact Person's Phone Number
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30
Please verify that you are human
*
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