Tax Questionnaire

Step 1 of 8 - Personal Information

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Returning Clients: You can skip over any fields whose information we already have from last year.

Personal Information

Filing Status*

Taxpayer Legal Name*

First Last

Spouse Legal Name

First Last

Taxpayer Occupation

Spouse Occupation

Taxpayer DOB

MM slash DD slash YYYY

Spouse DOB

MM slash DD slash YYYY

Taxpayer SS Number*

Spouse SS Number

Taxpayer Address

Street Address Address Line 2 City State ZIP Code

Taxpayer Phone

Spouse Phone

Taxpayer Email

Spouse Email

Taxpayer License

State

License Number

Date of issue

MM slash DD slash YYYY

Expiration date

MM slash DD slash YYYY

Doc # on back

Spouse License

State

License Number

Date of issue

MM slash DD slash YYYY

Expiration date

MM slash DD slash YYYY

Doc # on back

Dependents

Use the plus button to add as needed

Dependents

Name

DOB

SSN

Income

Wage Income

W-2/employee compensation from employer

Please provide all W-2s

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Max. file size: 256 MB.

K-1 from S-Corp or Partnership Income

Please indicate K-1 from S-Corp etc.

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Max. file size: 256 MB.

Dividends, Interests, and Stocks

Please provide 1099-INT and/or, 1099-DIVs, and/or 1099-Bs

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Max. file size: 256 MB.

Unemployment Income

Please provide all 1099-Gs

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Max. file size: 256 MB.

Social Security Income

Please provide 1099-SSAs and/or 1099-R

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Max. file size: 256 MB.

Miscellaneous Income

Parsonage

Alimony

Debts Forgiven

Gambling Earnings

Please provide all 1099-MISCs

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Max. file size: 256 MB.

Number

Self Employment

SELF-EMPLOYMENT

Please provide all 1099-NECs

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Max. file size: 256 MB.

Type of business or profession

Name of business

Gross Income

Expenses

Advertising

Contract Labor

Insurance (other than health)

Legal & Professional

Office Expense

Rent or Lease

Supplies

Taxes & Licenses

Utilities

Travel

Meals

Other

Do you have a home office?

Home Office Deduction

Total Square Footage of the home

Square footage of home office

Please detail expenses associated with home office

Rent

Utilities

Other

Do you have vehicle expenses?

Vehicle Expenses

Description of vehicle

Date placed in service

MM slash DD slash YYYY

Total mileage

Business mileage

Actual Expenses

Gasoline, lube, Oil

Repairs

Tires

Insurance

Miscellaneous

Rental Income

RENTAL INCOME

Did you buy, sell, or refinance the property in 2021?

Yes

Please provide the HUD-1 (closing statement).

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Max. file size: 256 MB.

Property Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Purchase Date

MM slash DD slash YYYY

Purchase Price

Please attach form 1098 (mortgage interest & property tax statement)

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Max. file size: 256 MB.

How much did you receive in gross rent?

Please list your expenses by category

Advertising

Cleaning & Maintenance

Insurance

Legal & Professional

Licenses & Taxes

Management

Mortgage interest

Repairs

Supplies

Real Estate Taxes

Utilities

Other Expense

I have an additional rental property

I have an additional property

ADDITIONAL RENTAL PROPERTY

Did you buy, sell, or refinance the property in 2021?

Yes

Please provide the HUD-1 (closing statement).

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Max. file size: 256 MB.

Property Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Purchase Date

MM slash DD slash YYYY

Purchase Price

Please attach form 1098 (mortgage interest & property tax statement)

Drop files here or

Max. file size: 256 MB.

How much did you receive in gross rent?

Please list your expenses by category

Advertising

Cleaning & Maintenance

Insurance

Legal & Professional

Licenses & Taxes

Management

Mortgage interest

Repairs

Supplies

Real Estate Taxes

Utilities

Other Expense

ADJUSTMENTS TO INCOME

Did you or will you make a contribution to one of the following accounts before the due date?

Traditional IRA

Spouse Traditional IRA

Roth IRA checkbox

Roth IRA

Spouse Roth IRA

SEP checkbox

SEP

Spouse SEP

Untitled

None

Did you pay any interest on a student loan?

Yes

Amount

Spouse Amount

Form 1098-E

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Max. file size: 256 MB.

Did you pay any educator expenses?

Yes

Amount

Spouse Amount

ITEMIZED DEDUCTIONS

Medical

Medications and drugs

Doctor's & dentists

Medical Insurance Premiums

Property taxes

Amount

Interest

Home Mortgage Interest (from form 1098)

Please attach form 1098 (mortgage interest & property tax statement)

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Max. file size: 256 MB.

Charity

Amount of contributions

Please attach your health insurance form if applicable (1095-A, 1095-B, or 1095-C)

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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

Center 1

Amount Paid for Child 1

Child's Name

Amount Paid for Child 2

Child's Name

Amount Paid for Child 3

Child's Name

Amount Paid for Child 4

Child's Name

Amount Paid for Child 5

Child's Name

Amount Paid for Child 6

Child's Name

Amount Paid for Child 7

Child's Name

Amount Paid for Child 8

Child's Name

Amount Paid for Child 9

Child's Name

Amount Paid for Child 10

Child's Name

Total paid to Center 1 (for services listed above)

Add another Childcare Center

Childcare Center 2

Center 2

Amount Paid for Child 1

Child's Name

Amount Paid for Child 2

Child's Name

Amount Paid for Child 3

Child's Name

Amount Paid for Child 4

Child's Name

Amount Paid for Child 5

Child's Name

Amount Paid for Child 6

Child's Name

Amount Paid for Child 7

Child's Name

Amount Paid for Child 8

Child's Name

Amount Paid for Child 9

Child's Name

Amount Paid for Child 10

Child's Name

Total paid to Center 2 (for services listed above)

Total paid for Child

Total childcare paid for

Total Amount

Doctor's or School letter

Please Provide a Doctor's or School Letter (each child should be referenced in at least one letter)

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Max. file size: 256 MB.

Tuition for post high school education

Please attach form 1098-T below

Student Name

Amount Paid

School Attended

School Tax ID

Form 1098-T

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Max. file size: 256 MB.

BANK INFORMATION

For direct deposit of refund or direct draw of taxes due

Name of Bank

Type of Account

Routing Number

Account Number

ESTIMATED TAX PAYMENTS

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Amount Paid

Date Paid

MM slash DD slash YYYY

Tax Authority

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Add another Tax Authority

Add another Tax Autority

Tax Authority

Date Paid

MM slash DD slash YYYY

Amount Paid

Please submit your 2021 tax return and any required documentation!

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Max. file size: 256 MB.

Returning Clients: You can skip over any fields whose information we already have from last year.

Personal Information

Taxpayer License

Spouse License

Dependents

Income

SELF-EMPLOYMENT

Expenses

Home Office Deduction

Please detail expenses associated with home office

Vehicle Expenses

Actual Expenses

RENTAL INCOME

Please list your expenses by category

ADDITIONAL RENTAL PROPERTY

Please list your expenses by category

ADJUSTMENTS TO INCOME

ITEMIZED DEDUCTIONS

CREDITS

Did you pay for Childcare?

Childcare Center 1

Childcare Center 2

Total paid for Child

Doctor's or School letter

Tuition for post high school education

BANK INFORMATION

ESTIMATED TAX PAYMENTS