Annual Tax Client Questionnaire

If you are not able to fill out this form in one sitting, just scroll to the bottom and click the link to "Save and Continue Later." You will be emailed a link to pick up where you left off.

Step 1 of 4 - General Information

25%

General Information

Taxpayer Name(Required)

Phone(Required)

Email(Required)

Enter Email Confirm Email

Occupation(Required)

DOB (if new client)

Address(Required)

Street Address Address Line 2 City State ZIP Code

Include spouse information?(Required)

Spouse Name(Required)

Spouse Phone(Required)

Spouse Email(Required)

Enter Email Confirm Email

Spouse Occupation

Spouse DOB (if new client)

How did you hear about us? If you were referred to us, please tell us who referred you.(Required)

If you are a new client, we need: - A copy of your prior year tax return and a depreciation schedule if you have a rental property or a business - A copy of Taxpayer and Spouse Driver's License - A copy of Social Security Cards for EVERYONE on the return. (for security purposes, please bring these to our office or send in the mail).

Would you prefer Direct Deposit for your refund?(Required)

Do you have any dependents?(Required)

List your dependents and details:(Required)

Name

Age

DOB

Claimed This Year? Y/N

Click + symbol to add more rows for each dependent (if needed).

Check all that apply to your dependents:(Required)

Daycare Costs ~ Provide below: Daycare name, address, EIN or Social Security Number and cost

Private School ~ Provide below: age of student, name of school and tuition cost

College Costs ~ Provide below: 1098T and cost of books purchased, not rented, from school only

W2 Income (if we are preparing a tax return for your dependent, please also complete the Dependent Questionnaire for each dependent)

None of the above

Daycare Costs(Required)

Click "+" symbol to add more than one Daycare

Daycare Name

Address

EIN

Cost

Private School Costs(Required)

Click "+" symbol to add more than one student

Student Name

Student Age

School Name

Tuition Cost

College Costs: Upload Completed 1098T Form(Required)

Accepted file types: jpg, gif, png, pdf, doc, docx, Max. file size: 100 MB.

Cost of College books purchased, not rented, from school only.

W-2 Income (per dependent if more than one)(Required)

(if we are preparing a tax return for your dependent, please also complete the Dependent Questionnaire for each dependent)

Health Insurance Information

Did you have insurance through an employer?(Required)

(there is no deduction for pre-tax insurance)

Did you have health insurance through your parents?(Required)

Did you have Medicare as your health insurance?(Required)

How much did you pay for Supplemental health insurance in additional to Medicare?(Required)

Enter "$0" if nothing was paid

How much did you pay for Dental / Vision insurance (not thru your employer)?(Required)

Enter "$0" if nothing was paid

How much did you pay for Cobra insurance?(Required)

Enter "$0" if nothing was paid

Did you receive health insurance through the Marketplace?(Required)

Income Information

Did you receive any of the following? Check all that apply.(Required)

Social Security Benefits - If yes, we need your Form SSA-1099 from the Social Security Administration

State Unemployment - If yes, please provide your 1099G from that state

Alimony - If the decree is dated PRIOR to January 1, 2019, please provide the amount received and the name and social security number of the payor

None of the above

Do you own a rental property?(Required)

Do you own business that is NOT a corporation or partnership?(Required)

Investment Information

Did you sell any stocks or mutual funds?(Required)

Did you take a distribution from a retirement account?(Required)

Did you contribute to a Roth IRA?(Required)

List Roth IRA Details:(Required)

Taxpayer or Spouse?

Amount

Click + symbol to add more rows for each person (if needed).

Did you contribute to a Traditional IRA?(Required)

List Traditional IRA Details:(Required)

Taxpayer or Spouse?

Amount

Click + symbol to add more rows for each person (if needed).

Did you make any contributions to an HSA account that was NOT deducted from your paycheck?(Required)

What was the HSA amount contributed that was not deducted from your paycheck?(Required)

Was it a single or family HSA account?

Did you or your spouse go to College?(Required)

Did you make federal or state quarterly, estimated payments?(Required)

List your estimated tax payments:(Required)

Date of Payment

Amount

Paid to IRS or State?

Click + symbol to add more rows for each payment (if needed).

Did you buy or sell virtual currency?(Required)

Did you make any internet or out-of-state purchases with zero sales tax paid?(Required)

Total purchases that tax was not paid on:(Required)

Did you pay rent?(Required)

How much did you pay in rent monthly?(Required)

Did your rent include heat?(Required)

Note: If your gross income was less than $24,680, you will need to get a WI Rent Certificate filled out by your landlord - Go to our website, Forms & print and fill out the WI Rent Certificate for each landlord - Note, if you receive child support and use a Rent Certificate, please provide support rec’d

Did you pay Alimony?(Required)

Did you contribute to an EdVest or State College Savings Account?(Required)

Edvest or State College Savings Account Contributions:(Required)

Child's Name

Amount Contributed

Click + symbol to add more rows for each payment (if needed).

Did you purchase, refinance or sell a home?(Required)

Do you own a home?(Required)

Please provide mortgage interest and real estate taxes paid:(Required)

Mortgage Interest

Taxes Paid

Click + symbol to add more rows for each payment (if needed).