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TAX QUESTIONNAIRE
Step
1
of
8
- Personal Information
12%
Returning Clients:
You can skip over any fields whose information we already have from last year.
Personal Information
Filing Status
*
-- select --
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widower
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
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
ZIP Code
Taxpayer Phone
Spouse Phone
Taxpayer Email
Spouse Email
Taxpayer License
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
License Number
Date of issue
MM slash DD slash YYYY
Expiration date
MM slash DD slash YYYY
Doc # on back
Spouse License
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
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
Add
Remove
Income
Wage 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
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
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
Unemployment Income
Please provide all 1099-Gs
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Max. file size: 256 MB.
Social Security Income
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
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
Add
Remove
Do you have a home office?
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?
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
RENTAL INCOME
Did you buy, sell, or refinance the property in 2021?
Yes
No
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
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Purchase Date
MM slash DD slash YYYY
Purchase Price
Please attach form 1098 (mortgage interest & property tax statement)
Drop files here or
Select files
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
Add
Remove
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
No
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
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Purchase Date
MM slash DD slash YYYY
Purchase Price
Please attach form 1098 (mortgage interest & property tax statement)
Drop files here or
Select files
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
Add
Remove
ADJUSTMENTS TO INCOME
Did you or will you make a contribution to one of the following accounts before the due date?
Traditional IRA
Traditional IRA
Spouse Traditional IRA
Roth IRA checkbox
Roth IRA
Roth IRA
Spouse Roth IRA
SEP checkbox
SEP
SEP
Spouse SEP
Untitled
None
Did you pay any interest on a student loan?
Yes
No
Amount
Spouse Amount
Form 1098-E
Drop files here or
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Max. file size: 256 MB.
Did you pay any educator expenses?
Yes
No
Amount
Spouse Amount
ITEMIZED DEDUCTIONS
Medical
Medical
Medications and drugs
Doctor's & dentists
Medical Insurance Premiums
Property taxes
Property taxes
Amount
Interest
Interest
Home Mortgage Interest (from form 1098)
Please attach form 1098 (mortgage interest & property tax statement)
Drop files here or
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Max. file size: 256 MB.
Charity
Charity
Amount of contributions
Please attach your health insurance form if applicable (1095-A, 1095-B, or 1095-C)
Drop files here or
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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
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
Tuition for post high school education
Please attach form 1098-T below
Student Name
Amount Paid
School Attended
School Tax ID
Add
Remove
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.