Individual Tax Questionnaire

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Before you begin - because we value protecting your sensitive information, this form is encrypted and you will need to answer the questionnaire in one sitting.

Just answer the questions to the best of your ability and we will follow up for additional clarification, if needed.

After submitting your questionnaire, you will be directed to a secure link for uploading tax documents.

If you do not have them at this time, you can choose to submit them later by using our secure upload link in our email signatures.

Once you've completed these steps above, we'll let you know what's next!

Please read our FAQs HERE to help answer some common questions in the meantime.

Please submit one form per tax year only

Street Address

Street Address Line 2

CityState

Zip Code

Yes I sold my prior home and movedI have multiple homes that I reside at during the yearI lived somewhere temporarily for workI lived in multiple states during the yearNot applicable

SingleMarried Filing JointlyHead of HouseholdMarried Filing Separately

Yes, I got married during the yearYes, I had a divorce that was legally finalized during the yearNo, changes to marital status during the year

I don't claim any dependentsYes, I had a new babyA relative became a dependentMy child who is or was in college turned 24 during the yearMy child who is 18 or older moved out of my home but did not go to collegeA previous qualified child or relative is no longer a dependentNo change from prior year

I am single and working and paid for childcare supportI am married and both my spouse and I are working outside the home and paid for childcare supportI am married but either I or my spouse were not working though we did occasionally pay for childcare or babysittingMy young children went to camps during the year that we paid for them to attendI/We did not incur any childcare expenses

Estimated payments to IRSEstimated payments to resident stateEstimated payments to multiple statesEstimated payments to a local jurisdictionI did not make any quarterly estimated payments

Enter -0- if no estimated payments made

I have one W-2/multiple W-2s this yearMy spouse has one W-2/multiple W-2s this yearI or my spouse changed jobs or careers this yearI collected unemployment this year because I lost my jobI lost my job but I didn't collect unemploymentI'll be providing W-2s for my dependent children under age 17, please prepare their returns tooI/We don't have any W-2 income this year

I sold stocks during the yearI received dividend or interest income during the yearI have a financial or investment advisor that manages my portfolioI bought or sold crypto currencies from a platform (such as Coinbase) that helps me track gains/lossesI hold digital assets such as NFTs or other digital assets that are in a digital wallet not through an exchangeI don't have any brokerage accounts or none of this applies to me

I used Quickbooks or some other accounting software to maintain my income and expenses and can generate a profit & loss to use for tax reportingI have a bookkeeper that keeps track of my income and expenses for my business that can generate whatever reports you need for tax reportingI keep an excel spreadsheet of my income and expenses that I plan to provideI don't have any records and I need help with compiling them as part of preparing my tax returnN/A

This will help us keep track of what K-1s to be on the lookout for on your behalf.

I bought rental properties during the yearI sold rental properties during the yearI converted a primary residence to a rental during the yearI did renovations to my rental property/properties during the yearI refinanced my rental mortgage(s)

I used Quickbooks or some other accounting software to maintain my income and expenses and can general a profit & loss by property to use for tax reportingI have a bookkeeper that keeps track of my income and expenses for my properties that can generate whatever reports by property you need for tax reportingI keep an excel spreadsheet of my income and expenses on a per property basis that I plan to provideI don't have any records and I need help with compiling them as part of preparing my tax returnN/A

I used Quickbooks or some other accounting software to maintain my income and expenses and can generate a Profit and Loss statement for tax reportingI have a bookkeeper that keeps track of my income and expenses for my farm that can generate whatever reports you need for tax reportingI keep an excel spreadsheet of my income and expenses for my farm that I plan to provideI don't have any records and I need help with compiling them as part of preparing my tax returnNot applicable

I and/or my spouse fund my work sponsored retirement accountI have a small business and I have a SEP or solo 401k plan that I've already partially or fully fundedI contributed to my Roth IRA alreadyI contributed to my traditional IRA alreadyI haven't made any retirement plan contributions yet but I would like to know my options if there is still timeI didn't make any contributions and don't plan

I rolled over existing retirement assets during the yearI received a required minimum distribution during the yearI took a distribution from a retirement account before age 50 but I have a hardship or qualified purpose for the distributionI took a distribution from a retirement account, but I am over 50.I performed a Roth conversion of some or all of my pre-tax retirement assetsI received a distribution out of an inherited IRA during the yearI received social security benefits during the yearI didn't take any distributions during the year

Enter -0- if you have not made any as of the date of completing this form.

Yes please let me know my optionsNo

I sold my primary residenceI bought a new primary residenceI bought a second home for personal useI refinanced my primary residence and/or second homeNone of this applies to me

I bought qualified energy efficient doors, windows, or insulation for my existing homeI bought a qualified energy efficient AC, water heater, or heat pump system for my existing homeI installed a clean energy power generator system (such as solar or geothermal) in my existing homeI had a qualified home energy audit performed on my homeI bought a qualified new electric vehicle (Rivian, Tesla, etc...)I bought a qualified used electric vehicleNone of this applies to me

Yes, I'd like direct depositNo, I'm fine with a paper check

Please enter your Direct Deposit info below
Reminder, this information will only be used for refunds, not to pay a balance due.

Bank Name: Bank Name
Routing #: Routing Number
Account # : Account #
Re-Enter account# : Account #
Type of Account:

Don't forget you can choose to upload your tax docs right after completing this questionnaire and/or you can submit them later to the upload link located in our email signatures.

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