Let’s get started. Please fill out the information below to get the tax return preparation process started! Taxpayer Name * First Name Last Name Email Address * Primary Phone Number * (###) ### #### Date of Birth * MM DD YYYY What was your marital status as of December 31st? * Never Married Married Legally Separated Divorced Widowed Spouse Name First Name Last Name Spouse DOB MM DD YYYY Do you have any dependents? * Yes No Can anyone claim you as a dependent on their tax return? * Yes No Physical Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Do you have a different mailing address? * Yes No Were you a resident of any other state during the tax year? * Yes No What were your sources of income for the tax year? * (Check all that apply) Wages (full time or part time jobs) Interest or Dividends (from bank accounts, investments) Sale of investments (stocks, bonds, real estate) Retirement distributions (includes draw down from 401(k), TSP, IRA, etc.) Income from your business (e.g. LLC), contract work, or self-employment Income from renting a house you own or room in your house Income from a partnership...(recorded on Schedule K-1) Did you earn income from a non-resident state or non-U.S. country? * Yes No Any other income not listed (e.g. gambling, alimony, unemployment, social security or disability benefits)? * Yes No Did you have any of the following expenses during the tax year? * Mortgage interest Property taxes Charitable contributions Significant medical expenses Dependent care costs Higher education expenses (including those for any dependents) Student loan interest Contributions to a retirement account Contributions to a Health Savings Account (HSA) Expenses as an educator Are you or your spouse in the United States on a visa? * Yes No Have you received an Identity Protection PIN (IPP) from the IRS? * Yes No Do you want direct deposit of a refund or direct debit of payment due? * Yes No Did you make any estimated tax payments relevant to the tax year? * Yes No Do you own any digital assets (e.g. cryptocurrency)? * Yes No Do you have any foreign accounts? * Yes No Please provide any other details that may be needed to prepare your tax returns Thank you! We will review your responses and send you instructions for uploading your documents.
