What tax year are we preparing?

What is your anticipated filing status?

Did your marital status change during the tax year?

Do you have any dependents you expect to claim?

Did you file a federal income tax return for the prior year?

Do you need to file a state income tax return?

Did you receive W-2 wages?

Did you receive 1099 income from interest, dividends or other nonemployee sources?

Did you have self-employment, freelance, independent-contractor or business income?

Did you receive income from rental real estate?

Did you receive a K-1 from a partnership, S corporation, estate or trust?

Did you sell stocks, investments or other capital assets?

Did you buy, sell, exchange or otherwise dispose of cryptocurrency or other digital assets?

Did you receive retirement, pension, Social Security or IRA income?

Did you receive unemployment compensation?

Did you receive any other income that may need to be reported?

If yes, briefly describe the other income.

Did you own a home during the tax year?

Did you pay mortgage interest or real-estate taxes?

Did you pay mortgage interest or real-estate taxes?

Did you make charitable contributions?

Did you pay qualifying education expenses for yourself or a dependent?

Did you pay student-loan interest?

Did you pay childcare or dependent-care expenses so you could work or look for work?

Did you purchase health insurance through the Health Insurance Marketplace?

Did you make federal or state estimated-tax payments during the year?

Is there currently a tax filing, payment or notice-response deadline we should know about?

Did you buy or sell a home or other real estate?

Did you start, purchase, sell or close a business?

What questions would you like us to address while preparing your return?

Is there anything else we should know before beginning preparation?

I understand that the $375 fee is the starting price for a standard individual tax return and that additional schedules, business activity, rental properties, K-1s, additional states, significant investment activity or other complexity may require an additional fee.

I understand that I am responsible for providing complete and accurate information and documentation needed to prepare my tax return.

I understand that tax preparation does not guarantee a particular refund, tax liability, tax savings or taxing-authority outcome.

I understand that purchasing this service or completing this intake does not extend, suspend or satisfy any federal or state filing, payment or other tax deadline.

I understand that tax returns, Social Security numbers, bank information and other sensitive taxpayer documents should only be provided through the designated secure client process.