Welcome to Your Tax Questionnaire
Please complete all sections below. This form gathers the IRS-required information needed to accurately and legally prepare your tax return for the 2025 tax season. All information is confidential and securely processed.

Taxpayer Information
Please provide your personal information exactly as it appears on your government-issued ID.

Full Legal Name *

Address

City

State

Country

Postal Code

Did your address change since last year?

Yes

No

Previous address used on last year return

Please list complete address including city state and zip code

Are you a returning client?

Yes

No

Date of birth

Social Security Number *

Email *

Phone *

Filing Status
Select your filing status for this tax year.

Filing Status *

Are you legally married but filing as Head of Household?

Yes

No

Spouse Full Legal Name *

SPOUSE DATE OF BIRTH *

Spouse Year of Death *

Spouse Social Security Number *

Employment Type
Select the option that best describes your income situation for this tax year.

This helps us determine which tax forms and documents we’ll need. Select all that apply.

Schedule C – Self-Employment Information (2025) Complete this section only if you had self-employment income.

I understand that I must provide documentation to support my self-employment income and expenses for 2025. *

Certify

Which records do you have to support your 2025 self-employment income? (Select all that apply)

⚠️ We are unable to prepare Schedule C tax returns without supporting documentation.
Please return once records are available or request a paid consultation.

Business name (if any — leave blank if sole proprietor)

Employer ID Number (EIN) — leave blank if none

Principal business or profession (what do you do?)

Business address (city, state, ZIP)

Date business started or acquired (MM/DD/YYYY)

If No, nothing else needed.

Accounting method:

Cash

Accural

Other (specify)

Did you “materially participate” in the operation of this business during 2025

Yes

No

Did you make any payments in 2025 that would require you to file Form(s) 1099?

Yes

No

Income

Gross receipts or sales for 2025 (How much money did you make)

Document Readiness
This helps us know if we can begin preparing your return right away or if you still need time to gather documents.

Do you have all required tax documents ready to upload? *

Yes

No

If you answered “No”, please continue this form, but remember to upload your documents using the secure link we sent so your return is not delayed.

The IRS requires us to confirm that all income has been disclosed. This helps ensure your return is accurate.

*

Income Disclosure Confirmation - I confirm that I have disclosed ALL income received during the tax year, including W-2 income, 1099 income, gig work, cash income, side jobs, and any income not reported on a tax form.

*

I understand that my tax return cannot be prepared or filed without all required documents, and that missing, incomplete, or incorrect documents may delay processing or change my refund or balance due.

Dependent Information
Complete this section ONLY if you have dependents to claim this year.

Do you have any dependents you plan to claim this year? *

Yes

No

Lived with you more than 6 months? *

Did you provide over half their support? *

Did this dependent earn any income?

Head of Household Eligibility

Answer only if you selected HOH as your filing status.

The IRS requires additional information to verify eligibility for Head of Household filing status.

Did you pay more than half of the household expenses for the year? *

Yes

No

List the person that qualifies you for Head of Household.

What is this person’s relationship to you?

Did this dependent live with you more than 6 months?

Yes

No

Other

Did anyone else contribute to the household expenses? If yes, who and how much?

If Yes, List Person & Amount

Dependent Eligibility Verification (Required for CTC/ODC)

Complete this for each dependent claimed.

How many months did this dependent live with you during the tax year?

(0–12 months, Kindly state on each dependent, separate by comma, ex. D1 4mos, D2 3mos, etc.)

Relation to the dependent/s

(State on each dependent - Bioligical Child, Stepchild, Foster Child, Sibling/Step Sibling or Grandchild. Separate by comma)

Did anyone else live with this dependent during the year?

Yes

No

If Yes, state the Full Legal Name

Did anyone else financially support the dependent?

Yes

No

If Yes, List Name & Amount

Can another person claim this dependent/s?

Yes

No

Unsure

EITC Qualification Check

For each dependent claimed for EITC:

The IRS requires additional verification questions to determine eligibility for the Earned Income Tax Credit. Please answer to the best of your knowledge.

1. Do you want us to review your eligibility for the Earned Income Tax Credit (EITC)?

Yes

No

2. Did this child live with you in the United States for more than half the year?2

Yes

No

3. Is the child permanently disabled?

Yes

No

4. Did the child file their own tax return?

Yes

No

5. Was the child married during the year?

Yes

No

5a. If yes, did they file jointly?

Yes

No

State the question number and the name(s) of the dependent(s) to whom it applies.

Separate by comma

What income did YOU earn that qualifies you for EITC?

Has any other person ever claimed this child for EITC?

Yes

No

Not sure

If Yes, State the full name

Education Credit Eligibility

Do you have a college student you want to claim for education credits?

Yes

No

Did you receive Form 1098-T from an eligible educational institution?

Yes

No

Is the student enrolled at least half-time for at least one academic period during the year?

Yes

No

Has the student already claimed the American Opportunity Credit for 4 years?

Yes

No

Was the student convicted of a felony drug offense?

Yes

No

Required Tax Documents Verification

Check all documents you are uploading or will upload:

For others, please specify

Are you interested in Life Insurance? *

Yes

No

Maybe, in the future

Are you interested in pre-qualifying for a Home Loan? *

Yes

No

Maybe, in the future

Taxpayer Certification & Consent

*

I certify that the information I have provided in this questionnaire is true, correct, and complete to the best of my knowledge.

*

I understand that providing false or incomplete information may result in penalties, audits, or delays by the IRS or state taxing authorities.

*

I authorize LSB Financial Group / LSB Tax to use the information provided to prepare my tax return.

*

I understand that I am ultimately responsible for the accuracy of my tax return, even if prepared by a paid tax preparer.

FIRST & LAST NAME *

Date *

Schedule C – Self-Employment Information (2025) Complete this section only if you had self-employment income.

⚠️ We are unable to prepare Schedule C tax returns without supporting documentation.Please return once records are available or request a paid consultation.

Income

⚠️ We are unable to prepare Schedule C tax returns without supporting documentation.
Please return once records are available or request a paid consultation.