Yoseph Shomer Certified Public Accountaint
  • About
  • Services
  • Process
  • Get Started
Menu
  • About
  • Services
  • Process
  • Get Started
Yoseph Shomer Certified Public Accountaint
  • About
  • Services
  • Process
  • Get Started
Menu
  • About
  • Services
  • Process
  • Get Started

2021 TAX QUESTIONNAIRE

Step 1 of 10 - Personal Information

10%

Personal Information

Are you a returning customer?*
If yes, only enter the required fields (*) and any updated information on this page. Otherwise all fields are required.
Taxpayer Legal Name*
Spouse Legal Name
MM slash DD slash YYYY
MM slash DD slash YYYY
Taxpayer Address
Spouse Address
Is your address new?
Is your spouse's address new?
Will you be claimed on anyone else’s tax return?
Will your spouse be claimed on anyone else’s tax return?
Taxpayer License
State
MM slash DD slash YYYY
MM slash DD slash YYYY
Spouse License
State
MM slash DD slash YYYY
MM slash DD slash YYYY

Dependents

Use the plus button to add as needed
Are there any changes to your dependents?*
Dependents
Name
DOB
SSN
 
Added Dependents
Name
DOB
SSN
 
Removed Dependents
Name
 
Did you receive the third stimulus payment?*
Did you receive the advance child tax credit?*

Income

Wage Income
Drop files here or
Max. file size: 256 MB.
    S-Corp or Partnership Income
    Drop files here or
    Max. file size: 256 MB.
      Dividends, Interests, and Stocks
      Drop files here or
      Max. file size: 256 MB.
        Unemployment Income
        Drop files here or
        Max. file size: 256 MB.
          Social Security Income
          Drop files here or
          Max. file size: 256 MB.
            Miscellaneous Income
            Drop files here or
            Max. file size: 256 MB.
              Self Employment
              Rental Income

              SELF-EMPLOYMENT

              Drop files here or
              Max. file size: 256 MB.

                4. Expenses

                5. Home Office Deduction

                Please detail expenses associated with home office

                6. Covid Credit

                Did you miss work because you had COVID?
                Did you miss work caring for a dependent with COVID?

                RENTAL INCOME

                Drop files here or
                Max. file size: 256 MB.
                  1. Property Address
                  MM slash DD slash YYYY

                  5. Please list your expenses by category

                  6. Did you buy, sell, or refinance the property in 2021?
                  Drop files here or
                  Max. file size: 256 MB.

                    ADJUSTMENTS TO INCOME

                    1. Did you make any contributions to a retirement account?
                    2. Did you pay any interest on a student loan?
                    3. Did you pay any educator expenses?

                    DEDUCTIONS

                    Which deduction do you plan on taking?

                    ITEMIZED DEDUCTIONS

                    Medical
                    Taxes
                    Interest
                    Charity

                    CREDITS

                    Dependent Care Credit
                    Can include tuition for under kindergarten, day camp for all ages, before- or after-school care.
                    Total Childcare Paid
                    for (child’s name)
                     
                    Center address
                    Center address
                    Tuition for post high school education
                    Please attach form 1098-T
                    Student Name
                    Amount Paid
                    School Attended
                    Tax ID
                     
                    Drop files here or
                    Max. file size: 256 MB.

                      BANK INFORMATION

                      For direct deposit of refund or direct draw of taxes due
                      Are you using the same bank account as last year?
                      Checking, Savings, Money Market, CD

                      ESTIMATED TAX PAYMENTS

                      MM slash DD slash YYYY
                      MM slash DD slash YYYY
                      MM slash DD slash YYYY
                      Drop files here or
                      Max. file size: 256 MB.
                        Linkedin-in

                        Contact

                        yshomer@shomercpa.com
                        718.301.7014
                        Contact us

                        Quick links

                        • About
                        • Services
                        • Process
                        • Get Started
                        • Secure File Upload
                        • Tax Questionnaire
                        Menu
                        • About
                        • Services
                        • Process
                        • Get Started
                        • Secure File Upload
                        • Tax Questionnaire
                        © Copyright Yoseph Shomer CPA 2020. Design by Creative Marketing Engine.