What is the first unfiled tax year you want us to prepare?

What is the second unfiled tax year you want us to prepare?

Are there additional federal tax years that have not been filed? If yes, which additional years are unfiled?

Are there any unfiled state income tax returns? If yes, identify the states and tax years.

When was the last federal income tax return you successfully filed?

Have you filed any federal tax returns for years after either of the two years included in this engagement?

Why were these tax returns not filed when originally due?

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

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

Did you have anyone you believe qualified as your dependent during the first tax year?

Could anyone else claim you as a dependent for the first tax year?

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

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

Did you have anyone you believe qualified as your dependent during the second tax year?

Could anyone else claim you as a dependent for the second tax year?

Did you receive wages reported on Form W-2?

Did you receive unemployment compensation or  Social Security benefits?

Did you receive pension, retirement or IRA distributions?

Did you receive interest or dividend income?

Did you sell stocks, investments or other capital assets or have cryptocurrency or other digital-asset transactions?

Did you receive Schedule K-1 income or rental or royalty income?

Did you own or operate a business or single-member LLC?

Did you receive any other income? If yes, briefly describe it.

Did you own a home during either tax year?

Did you pay mortgage interest or real-estate taxes during either year?

Did you make charitable contributions during either year?

Did you have significant medical or dental expenses during either year?

Did you pay qualifying education expenses during either year?

Are there other deductions or credits you believe may apply to either return?  If yes, briefly explain and identify the applicable year.

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

Was a refund from another tax year applied toward either unfiled year?

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

Has the IRS or a state prepared or proposed a return for you for either year?

Are you currently facing a levy, garnishment, lien, collection notice or other collection matter?

Do you have the income documents needed for the first or second tax years?

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

Do you have copies of previously filed federal and state returns that may help establish your filing history?

What important documents, if any, are you currently missing?

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 $1,050 fee covers preparation of up to two standard prior-year individual Form 1040 returns within the established scope of this service.

I understand that additional tax years, 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 tax-account investigation, notice response, penalty abatement, collection resolution, bookkeeping, record reconstruction, amended returns, separate tax planning and IRS/state representation are not automatically included.

I understand that I am responsible for providing complete and accurate information and supporting records for each tax year being prepared.

I understand that preparing and filing delinquent returns does not automatically eliminate penalties or interest, pay outstanding balances, stop collection activity, release liens or levies, or resolve other 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 Control Group™ does not guarantee a particular tax liability, refund, penalty reduction, collection outcome or other taxing-authority result.

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.