👤 Tell Us About You
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SERVICES
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Tax Preparation
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🏠 Filing Information
Marital Status
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Head of Household
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Will you be filing jointly?
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Spouse Name
Do you have dependents?
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Number of dependents
💼 Income Sources
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Did you receive W2 income?
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Did you receive 1099 income or do gig work?
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Did you own a business?
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Did you earn income in another state?
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Did you receive unemployment?
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Investments
Did you receive interest or dividends?
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Did you sell stocks or investments?
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Did you trade crypto?
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Retirement
Did you withdraw from retirement?
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Did you receive Social Security?
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Rent & Other
Did you have rental income?
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Did you receive a K-1?
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Did you sell a home?
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Did you have cancelled debt?
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📊 Deductions & Credits
Did you pay mortgage interest?
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Did you have education expenses?
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Did you pay student loan interest?
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Did you contribute to an HSA/MSA?
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Did you have ACA health insurance?
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THIS Integration 👀
Are you currently a client of True Horizon Insurance Solutions?
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What type of work do you do?
Do you receive 1099s, cash, or both?
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