Yoseph Shomer Certified Public Accountaint
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Yoseph Shomer Certified Public Accountaint
  • About
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  • Get Started
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TAX QUESTIONNAIRE

"*" indicates required fields

Step 1 of 8 - Personal Information

12%

Personal Information

Taxpayer Legal Name*
Spouse Legal Name
MM slash DD slash YYYY
MM slash DD slash YYYY
Taxpayer Address
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
Dependents
Name
DOB
SSN
 

Income

Wage Income
W-2/employee compensation from employer
Drop files here or
Max. file size: 256 MB.
    K-1 from 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

              SELF-EMPLOYMENT

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

                Expenses

                Other
                Do you have a home office?

                Home Office Deduction

                Please detail expenses associated with home office

                Do you have vehicle expenses?

                Vehicle Expenses

                MM slash DD slash YYYY
                Actual Expenses

                Rental Income

                RENTAL INCOME

                Did you buy, sell, or refinance the property in 2021?
                Drop files here or
                Max. file size: 256 MB.
                  Property Address
                  MM slash DD slash YYYY
                  Drop files here or
                  Max. file size: 256 MB.
                    Please list your expenses by category
                    Other Expense
                    I have an additional rental property

                    ADDITIONAL RENTAL PROPERTY

                    Did you buy, sell, or refinance the property in 2021?
                    Drop files here or
                    Max. file size: 256 MB.
                      Property Address
                      MM slash DD slash YYYY
                      Drop files here or
                      Max. file size: 256 MB.
                        Please list your expenses by category
                        Other Expense

                        ADJUSTMENTS TO INCOME

                        Did you or will you make a contribution to one of the following accounts before the due date?
                        Roth IRA checkbox
                        SEP checkbox
                        Untitled
                        Did you pay any interest on a student loan?
                        Drop files here or
                        Max. file size: 256 MB.
                          Did you pay any educator expenses?

                          ITEMIZED DEDUCTIONS

                          Medical
                          Property taxes
                          Interest
                          Drop files here or
                          Max. file size: 256 MB.
                            Charity
                            Drop files here or
                            Max. file size: 256 MB.

                              CREDITS

                              Did you pay for Childcare?
                              • Tuition for kindergarten and younger.
                              • Day camp.
                              • Before and after school care.

                              Childcare Center 1

                              Add another Childcare Center

                              Childcare Center 2

                              Total paid for Child

                              Doctor's or School letter

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

                                Tuition for post high school education

                                Tuition for post high school education
                                Please attach form 1098-T below
                                Student Name
                                Amount Paid
                                School Attended
                                School Tax ID
                                 
                                Drop files here or
                                Max. file size: 256 MB.

                                  BANK INFORMATION

                                  For direct deposit of refund or direct draw of taxes due

                                  ESTIMATED TAX PAYMENTS

                                  MM slash DD slash YYYY
                                  Add another Tax Authority
                                  MM slash DD slash YYYY
                                  Add another Tax Authority
                                  MM slash DD slash YYYY
                                  Drop files here or
                                  Max. file size: 256 MB.
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                                    Contact

                                    yshomer@shomercpa.com
                                    718.301.7014
                                    Contact us

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