Tax Return Questionnaire - 2024 Tax Year

Name *

First Name

Last Name

Mailing Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone *

(###)

###

####

Filing Status: (Options below) *

Single

Married

Head of Household

Qualifying Widow

Birthdate (Yourself) *

MM

DD

YYYY

Birthdate (Spouse) (if applicable)

MM

DD

YYYY

At any time during 2024, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? *

Yes

No

*Did you change your state of residency during 2024? *

Yes

No

Please check that you understand the following information/documents will need to be uploaded if applicable to your tax situation. *

INCOME: Wages and Salaries, Interest Income, Dividend Income, Capital/Other gains and losses, Pensions, IRA Distributions, Annuities, Rollovers, Rents/Royalties, Partnerships, S Corporation, Estates, Trusts, Unemployment Compensation Received, Social Security Benefits Received, State/Local Tax Refund(s), Other Income not mentioned.

CREDITS: Child and Dependent Care, Tuition & Fees for higher education, Foreign Tax Credits, Estimated Tax Payments,

ITEMIZED DEDUCTIONS: Medical and Dental, Taxes Paid, Interest Paid, Automobile Use(include make, model, year, date of purchase, & purchase price) , Contributions, Casualty and Theft Losses, Miscellaneous Deductions, Adjustments to Income

If we have not previously prepared your return-please provide a copy of your 2022 and 2023 tax returns.

How would you like to receive your refund? (If applicable)

Paper Check

Direct Deposit

Would you like to enroll in Pay-By-Refund for tax year 2024? (If applicable)

(Pay tax preparation fee from refund balance)

Yes

No

Account Type:

Checking

Savings

Did your principle residence (and second residence, if any) loan(s) exceed the fair market value of the residence? *

Yes

No

Do you have a balance borrowed against a home (equity line of credit) in excess of $100,000, or total mortgage indebtedness in excess of $750,000? *

Yes

No

Did you exercise any stock options? *

Yes

No

Did you purchase, sell, or do you own any bonds you paid more or less than the face amount? *

Yes

No

Did you sustain any non-business bad debts? *

Yes

No

Did you or your spouse make any gifts in excess of $18,000 to anyone done? *

Yes

No

Were you the recipient of, or did you make a "below-market" or "interest-free" loan? *

Yes

No

Do you have a child under the age of 18 as of December 31, 2024, who has earned an income (interest, dividends, etc.) of more than $1,300? *

Yes

No

Did you lease a car which you used for business purposes? *

Yes

No