1) First Name
*
2) Last Name
*
3) Phone
*
3a) Email
*
4) How many W-2 forms did you receive for last year?
5) Did you receive any self-employed income?
Yes
No
5a) If Yes, Approximately How Much Self-Employed Income?
6) How many different states did you live and work in?
7) Do you own your own home?
Yes
No
8) Did you receive more than $1500 of interest and/or dividends?
Yes
No
9) Did you sell and/or exchange, any stocks, bonds, real estate, crypto currency, and/or any other type of asset including digital ones/NFTs?
Yes
No
9a) If Yes, Approximately How Much Did You Sell and/or Exchange?
10) Did you receive any real estate rental income?
Yes
No
10a) If yes, how many rental properties do you own and how many different states and/or countries are they in?
11) Did you have more than $10,000 (total combined) in foreign bank, brokerage and/or retirement accounts at any point during last year?
Yes
No
11a) If yes, how many different foreign accounts do you have?
12) Are you a US Citizen or Permanent Resident (Green card holder)?
Yes
No
12a) If you are not a U.S. Citizen or Permanent Resident (Green card holder), what is your immigration status?
13) Please list any other type of income or possible tax deductions not listed above including # of and type of any K-1 forms: (K-1s can significantly affect the price of preparing your tax returns.)
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