Tax Checklist
Tax year are you providing information for (one tax year per checklist)
Primary Taxpayer Name
First Name
Last Name
Spouse Name (MFJ or MFS)
First Name
Last Name
Contact Number
Please enter a valid phone number.
Email
example@example.com
If U.S. Nonresident, List Place of Residency
Filing Status
Single
Married filing jointly
Married filing separately
Head of Household (with qualifying dependent)
Qualifying surviving spouse
Dependents?
age 18 and under
age 19-24
disabled adult child
elderly parents
States To Be Filed
Income (for non-residents, income earned in U.S.)
Did you work more than 1 job (2 income household if MFJ)?
Yes
No
At any time during the tax year, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?
Yes
No
Did you work with Uber, Lyft, DoorDash, etc?
Yes
No
Do you have a small business? (if yes, submit Small Business Information form)
Yes
No
Did you sell a home during the tax year?
Yes
No
Do you have rental property?
Yes
No
Did you earn foreign income?
Yes
No
Please select all forms of income
W2
1099-SA
1099-DIV
W2G
1099-NEC
1099-K
1099-INT
1099-MISC
1099-R
1099-G
1099-C
Schedule K-1
1099-B Composite
Rental Property Income
Other (provide details in additional info box below such as foreign income)
Estimated total income
Adjustments & Deductions
Will need documentation
Did you pay for dependent care expenses to a provider?
Yes
No
Did you contribute to a 401(K)?
Yes
No
Did you formerly adopt a child?
Yes
No
Did you purchase a clean vehicle (new or used)?
Yes
No
Did you make any energy star rated improvements to your home?
Yes
No
Did you have health insurance through the marketplace exchange (1095-A)?
Yes
No
Adjustments
Health Savings Account (HSA)
Medical Savings Account (MSA)
IRA Deduction
Student Loan Interest Deduction
Educator Expense
Alimony Paid
Self-employed health insurance
IRA Contribution
Other (provide details in additional info box below)
One Big Beautiful Bill Act Adjustments (Tax Years 2025-2028)
Tips
Overtime
Car Loan Interest (new car purchased & financed)
Seniors (age 65+)
Itemized Deductions
Medical & Dental Expenses
Taxes You Paid
Mortgage Interest
Gifts To Charity
Other (provide details in additional info box below)
Which service option are you interested in?
Reporting (Tax Prep) Only Service
Year-Round Tax Advisory Service
Small Business Bookkeeping
Please provide any additional information for "other" answers or questions you have
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