2025 AMG Tax Service Client Questionnaire PLEASE READ
Thank you for taking the time to complete this questionnare. This questionnaire may take 20 mintues or more to fill out. Please answer at the best of your knowledge. For New clients and existing, this information is critical to ensure we accurately file your tax return. As your trusted advisor we request you provide this due diligence information to ensure our records are 100% accurate and up to date. My signatures on this taxpayer interview indicate that I certify all information is true, valid, and to the best of my knowledge. I accept full responsibility of the answers and statements mentioned below. Any and all disputes regarding my interview shall be forwarded to me with the information found on my tax returns forms. Please sign below that you have read this statement and agree to terms.
Signature
Date
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Month
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Day
Year
Date
Time
Hour Minutes
AM
PM
AM/PM Option
Select Your Tax Professional
Please Select
Flor C.
Kelli H.
Shaquita
Lasonya
Resie
Neshia M.
If someone referred you, please type his or her name here.
What Tax year are you filing?
2026
2025
2024
Did you file a 2025 tax return?
*
Yes
No
Unsure
Upload 2025 Tax return
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2023 Tax Return
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of
What is your 2025 AGI (Adjusted Gross Income)
Tax Payers Name
*
First Name
Last Name
Taxpayer's Email Address
*
example@example.com
Taxpayer's Phone Number
*
Example: xxx-xxx-xxxx
Taxpayer's Job Title
*
Taxpayer's Date of Birth
*
Example: 01/01/2001
Taxpayer's SSN
*
Example: xxx-xx-xxxx
Home Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Can someone else claim you as a dependent?
*
Yes
No
What is your Filing status as of December 31,2025
*
Single (Not Married)
Married living with Spouse
Married not living with spouse
Head Of Household
Did you and your spouse live apart during the year?
Yes
No
Not Applicable
If yes, did you live together at any time after June 30, 2025
Yes
No
Not Applicable
Spouse's Full Name
First Name
Spouse's SSN
Example: xxx-xx-xxxx
Spouse's Date of Birth
Example: 01/01/2001
Spouse's Phone Number
Example: xxx-xxx-xxxx
Spouse's Email Address
Example: example@example.com
Spouse's Job Title
example@example.com
Are you trying to buy a new home within the next year?
*
Yes
No
Did you pay over half the expenses of maintaining your residence for the entire year?
*
Yes
No
Are you on any Government Assistance
*
Yes
No
Not Applicable
Did you support a child or family member for more than 6 months out of the year?
*
Yes
No
How many dependents are you claiming?
*
Please Select
0
1
2
3
4
Dependent #1
First Name
Last Name
Dependent #1 Date of Birth
01/01/2001
Dependent #1 SSN
What is Dependent #1's Relationship to you (son, daughter, mother, etc.)?
How many months did Dependent #1 live with you in 2024? (If all year, enter 12)
Dependent #2
First Name
Last Name
Dependent #2 Date of Birth
Example: 01/01/2001
Dependent #2s SSN
Example: xxx-xx-xxxx
How many months did Dependent #2 live with you in 20245? (If all year, enter 12)
What is Dependent #2's Relationship to you (son, daughter, etc.)?
Dependent #3
First Name
Last Name
Dependent #3's Date of Birth
01/01/2001
How many months did Dependent #3 live with you in 2025? (If all year, enter 12)
Dependent #3s SSN
Example: xxx-xx-xxxx
What is Dependent #3's Relationship to you (son, daughter, etc.)?
Dependent #4's First Name
First Name
Dependent #4's Last Name
Last Name
Dependent #4's Date of Birth
01/01/2001
Dependent #4's SSN
Example: xxx-xx-xxxx
What is Dependent #4's Relationship to you (son, daughter, mother, etc.)?
How many months did Dependent #4 live with you in 2025? (If all year, enter 12)
Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.
Yes
No
Upload a copy of your daycare form here.
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If you do not have a daycare form, please provide Name, Address, and EIN/ SSN and amount paid for childcare:
If requested by the IRS, do you have documentation (i.e. receipts, records) to substantiate your eligibility for the Child Tax Credit, Earned Income Tax Credit and/or Head of Household Filing Status?
*
Yes
No
Are you self employed?
*
Yes
No
What is your business name?
What type of business do you have or what type of services do you provide?
Provide a copy of your Business EIN.
*
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Upload a copy of your DBA or LLC Certificate.
*
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uploadSelf-Employment Expense Log, Summary of Income, P & L Statement, Bank Statements, receipts, etc
*
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Income
*
Rows
Amount
Total annual Payments Received
Expense
*
Rows
Payment
Expenses*
Payment
Rent/Lease
Supplies/Materials/
Rental Equipment
Employees' Salary
Insurance
Legal Fees
Business License Fee
Taxes Paid
Utility (Gas, Light, Water, etc
Office Rental Payment
Advertisement/Marketing
Traveling Expenses
Vehicle Expense (Rental, Repair, Purchase, etc
Postage/Delivery
Office Equipment Purchase
Signature
Date
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Did you own livestock or participate in trail ride groups?
Yes
No
Other
Did you have health insurance in 2025?
Yes
No
Was your insurance through:
Your Employer
Medicaid
Affordable Care Act (the healthcare.gov marketplace)
Other
Upload Taxpayer & Dependent(s)Insurance Document- 1095-A (if applicable)
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Have you ever been denied the Earned Tax Credit (EITC)?
*
Yes
No
Were you or any of your dependents in college in 2025?
*
Yes
No
Do you have a 1098-T Form from a college for either you or your dependents?
Yes
No
Did you trade any Virtual Currency
Yes
No
Did you own or rent your home in 2025
Rent
Own
Not Applicable
Monthly Rent/ Mortgage
Amount paid monthly in rent or mortgage
Landlord Name and Address (if rented property during 2025)
Anything else we should know to prepare your taxes?
Taxpayer's and Driver's License
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Spouse's Driver's License
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Taxpayer's and Dependent(s ) Social Security Card(s)
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Taxpayer's W-2/ 1099'S/
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If you have a 1098-T form, upload it here.
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Dependent(s) Birth Certificate(s)
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Dependent(s) Proof of Residency (Lease/Utility Bill)
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Additional Documents
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How would you like to receive your tax refund?
*
Check
Direct Deposit
Name of Bank
Which type of account would you like your refund deposited into?
Checking Account
Savings Account
Other
Routing Number
Bank Account Number
Primary Taxpayer's Signature
*
Spouse's Signature
Date
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Month
-
Day
Year
Date
Submit
Should be Empty: