Request for Tax Preparation Estimate
Types of Filing Expected
*
States for which you are filing
Tax Years for which you are filing
*
Contact Information
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PART A - Questions for Individual Filers
(Form 1040 and State Income Tax)
Filing Status
Single
Head of Household
Married Filing Joint
Qualifying Widower
Married Filing Separate
Name of Joint Filer
First Name
Last Name
Email Address of Joint Filer
NOTE: This cannot be the same email as the primary filer.
ERROR: Joint Filer email cannot be the same as the requestor's email.
Did you take the standard deduction last year?
Yes
No
Select all that apply to you. For items marked with an asterisk (*) please provide an estimated number of notices you would expect or other additional detail.
Select
* - Estimated Quantity
Additional Comments
Standard Deduction
Dependents*
W-2 Income*
1099 Income*
K-1 Income*
Unemployment Income
Foreign Income
Own a Business* - (complete PART B)
Have Partners or Shareholders* - (complete PART B)
Own Retirement Accounts (401, ROTH, IRA, etc.)*
Take Retirement Account Distributions
Investment Gains/Losses & Dividends*
Bought or sold Crypto Currency
Own your Home
Bought or sold your Primary Residence
Paid interest on your Primary Mortgage
Own Rental Properties* - (complete PART B)
Sold Other Real Estate*
Had Prior Year Investment Losses
Own Health Savings Accounts (HSA) or Medical Savings Accounts (MSA)*
Own Other Tax Advantaged Accounts
Had significant Medical Expenditures
Qualify for Minister's Housing Allowance
Made additional Tax Payments
Can claim Earned Income Credits
Can claim Child Tax Credits
Can claim Lifetime Learning Credits
Can claim Other Tax Credits
I have other tax considerations (please add details in the Additional Comments section below)
Do you or your dependents have tuition expenses?
Yes
No
Do you have any expenses for child care?
Yes
No
Do you have Energy Star rated improvements to your home?
Windows
Doors
Furnace
Other
Are you a victim of identity theft?
Yes
No
Additional Comments
PART B - Questions For Business Owners and other Entities
(Forms 1065, 1120, 1120S, 1041, 990, Schedule C, and State Income Tax for Businesses)
Business/Entity Name
Use your own name if no business name is available.
Business is registered as
Trade Name Only
Sole Proprietorship
Partnership
Limited Liability Company (LLC)
S-Corporation (S-Corp)
C-Corporation (C-Corp)
My business is not registered with any state
State of Business Registration
What does this Business/Entity do?
How many owners or shareholders does this Business/Entity have?
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Do you use an accounting system and produce financial statements?
Yes
No
Please estimate the following for your business
Estimate
Annual Revenue
Annual Expenses
# of Employees
Do you have depreciable assets?
Yes
No
Have you filed all necessary 1099s and W-2s for the current tax year?
Yes
No
Have you filed and paid all required quarterly taxes (IRS Form 941)?
Yes
No
Additional Business Comments
Request Submission
Please select an option
*
I plan to have my returns e-filed by OAK Consulting
I would prefer not to e-file my return (OAK Consulting files paper return)
I would prefer to file my return myself
Print
Submit
Should be Empty: