What prior tax year are we preparing?

Did you file a federal income tax return for the year immediately before this tax year?

Do you have a copy of your most recently filed federal tax return?

Did you file a state income tax return for the year immediately before this tax year?

Why was this tax return not filed when originally due?

Have you filed any tax returns for years after the year we are preparing?

Are there any other unfiled federal or state tax years? If yes, which tax years are still unfiled?

What was your marital status on December 31 of the tax year being prepared?

If married during that tax year, did you live with your spouse during the year?

Do you expect to file jointly with a spouse for this tax year?

Did anyone live with you whom you believe may qualify as your dependent?

Did you receive wages reported on Form W-2?

Did you receive unemployment compensation?

Did you receive Social Security benefits?

Did you receive pension, retirement or IRA distributions, interest or dividend income, or sell stocks, investments or other capital assets?

Did you have cryptocurrency or other digital-asset transactions?

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

Did you receive rental or royalty income?

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

Did you own or operate a business or single-member LLC during this tax year?

Did you receive any other income not covered above?  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 make charitable contributions?

Did you have significant unreimbursed medical or dental expenses?

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

Did you pay student-loan interest?

Did you pay childcare expenses so you or your spouse could work or look for work?

Did you contribute to an IRA, HSA or other tax-advantaged account?

Did you purchase health insurance through the federal or state Marketplace?

Were there any other deductions or tax credits you believe may apply?  If yes, briefly explain.

Did you make federal and/or state estimated tax payments for this tax year?

Did you make an extension payment for this tax year?

Have you received an IRS notice or a state tax notice concerning this unfiled tax year?

Is there a current levy, garnishment, lien, collection notice or other urgent tax matter?

Is there a specific filing, payment, notice-response or collection deadline we should know about? If yes, what is the deadline?

Do you have your W-2s and other income documents for this tax year?

Do you have the records needed to support deductions and credits you intend to claim?

Are you missing tax documents that you believe will be needed to prepare the return? If yes, briefly identify what appears to be missing.

Have you previously attempted to prepare or file this particular tax return?

Has another tax professional previously worked on this particular return?

Is there anything about this prior-year return that particularly concerns you?

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

Is there anything else we should know before beginning preparation?

I understand that the $475 fee is the starting price for one standard prior-year Form 1040 and that additional complexity or work may require an additional fee.

I understand that Schedule C business activity, rental property, K-1 income, multiple states, significant investment activity, digital assets, complex capital gains, incomplete records or other complexity may require additional pricing.

I understand that each additional tax year is a separate tax preparation engagement and fee.

I understand that I am responsible for providing complete and accurate information and supporting records needed to prepare the return.

I understand that filing a prior-year tax return does not automatically eliminate penalties or interest, resolve an existing tax balance, stop collection activity or resolve other unfiled tax years.

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

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

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