| Name * |
|
| E-Mail |
|
| Phone Number * |
|
| DOB * |
|
| Type of Return (You can check more than one) |
Business
Individual
Trust
|
| Did you receive 1099-K from Paypal, Amazon, Venmo, Square, Cash App,etc? |
No
Yes
|
| Did your marital status, address, or phone number change during the year? |
No
Yes
|
| Were you single or legally separated for the last half of the year? |
No
Yes
|
| Did you provide more than half the costs of keeping up a home for the year where you and a qualifying child or dependent lived? |
No
Yes
|
| Were there any changes in dependents from the prior year? |
No
Yes
|
| Are you supporting anyone not living with you such as a parent? |
No
Yes
|
| Were you a resident of, or did you have income in, more than one state during the year? |
No
Yes
|
| Did you receive disability or unemployment income? |
No
Yes
|
| Did you receive a damage award for a lawsuit? |
No
Yes
|
| Did you/your dependents have Health Insurance through Marketplace/ Healthcare.gov? |
No
Yes
|
| Did you incur childcare or dependent care expenses? |
|
| Did you pay any student loan interest this year? |
No
Yes
|
| Did you pay educational expenses for you or your dependent? If so, we need the 1098-T. |
No
Yes
|
| Did you make a Roth or traditional IRA Contribution? |
No
Yes
|
| Did you receive a distribution from a retirement plan or convert any retirement funds to a Roth IRA? |
No
Yes
|
| Did you make a Qualified Charitable Donation from your IRA? |
No
Yes
|
| Did you receive or pay any alimony or separate maintenance payments? |
No
Yes
|
| Did you buy, sell, or trade any assets such as property, equipment, stocks or bonds? |
No
Yes
|
| Did you sell, acquire or exchange any virtual currency or digital assets? |
No
Yes
|
| If you are self-employed, did you pay any health or long-term care insurance premiums? |
No
Yes
|
| Did you contribute to or receive a distribution from a Health Savings Account (HSA)? |
No
Yes
|
| Did you start or dispose of a business this year? |
No
Yes
|
| Did you acquire an interest in an LLC, Partnership or Corporation? |
No
Yes
|
| Did you exercise stock options from your employer? |
No
Yes
|
| Did you have purchasing, selling, refinancing, financing, or foreclosing transactions on your personal residence or any other real estate? |
No
Yes
|
| Did you have any debt that was cancelled this year? (i.e. debt that you owed to a creditor that you are no longer required to pay). |
No
Yes
|
| Did you make any gifts directly or through a trust which exceeded $18,000 per person? |
No
Yes
|
| Did you make any energy efficient home improvements? |
No
Yes
|
| Have you provided ALL your income from ALL sources? |
No
Yes
|
| Did the IRS send you any correspondence on prior year returns? |
No
Yes
|
| Did you have any interest in, or signature, or other authority over a bank, securities, or other financial account in a foreign country or any foreign assets? |
No
Yes
|
| Are these documents complete? |
No
Yes
|
|
