2022 TAX FILING QUESTIONNAIRE

  • TAX CLIENT PROFILE QUESTIONNAIRE

  • Are we preparing a personal return (FORM 1040) for you? Please note that single member LLC without an S Corp election are required to report business activity on the Form 1040 Schedule C.*
  • Do you have a trade or business?*
  • Please confirm your current business structure.*

  • Do you have another trade or business?*
  • Please confirm your current business structure.*

  • Do you have a third trade or business?*
  • Please confirm your current business structure.*

  • Do you have a forth trade or business?*
  • Please confirm your current business structure.*

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  • Income Sources

  • Did you (or your spouse) receive an Advanced Child Tax Credit at any point during 2022?*
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  • Did you (or your spouse) receive an Economic Impact Payment (stimulus) in 2022?*
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  • Did you (or your spouse) receive a W2 from any employer for the tax year 2022?*
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  • Did you (or your spouse) receive a Self-Employment income for the tax year 2022?*
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  • Did your business receive any grants or 1099s for the tax year 2022?*
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  • Have you (or your spouse) received any tips during 2022?*
  • Please indicate if you (or your spouse) have received any of the following payments.
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  • Expenses (Deductions)

  • Did you (or your spouse) make any alimony or separate maintenance payments?
  • Contributions or repayments to a retirement account?
  • Do you have a dedicated home office space? If yes, a member of our team will reach out to confirm home related expenses.
  • Did you or your spouse have any of the following expenses during 2022?
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  • Life Events and Additional Questions

  • Did you or your spouse at any time during 2022, receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*
  • Have you moved or changed business addresses at any time during 2022?*
  • Have you sold a residence during 2022?*
  • If so, was it your primary residence?
  • Did You (or Your Spouse)
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  • Banking and Acknowledgement

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  • Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?*
  • If you are due a refund, would you like to receive it via Direct deposit?*
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  • If you have a balance due, would you like to make a payment directly from your bank account?*
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  • EFS Group, PLLC will prepare your business and individual tax return from the information you have provided. You, the taxpayer, are ultimately responsible for the preparation and filing of your tax return.

    I, the taxpayer named above, have provided to EFS Group, PLLC the attached tax information and to the best of my knowledge, this information is true, correct and complete.

    I declare that I understand all the above questions and have answered them truthfully to the best of my ability and will not hold my tax preparer responsible for any misleading information.

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