top of page
bg.webp

TAX QUESTIONNAIRE

For NEW clients, please complete our questionnaire form along with uploading your latest tax documents needed for preparing and filing.

top of the form

1120S/1120

Please answer input the necessary information below:

Business Info:
1

Did you start or discontinue any product or service lines during the tax year?

Upload Documents
2

Did you do business in any states other than your home state?

Upload Documents
3

Did you receive payments through a merchant account?

Upload Documents
4

Did you receive payments in cash?

Upload Documents
5

Did your business experience any disruptions during the year?

Upload Documents

1040 - Single

Please input the necessary information below:

Primary Taxpayer's info:
Spouse of Taxpayer's info:
1

Did your employment status change during the tax year? If so, please describe the change, including details about the number of employers, their names, and any documents received, in the text box below. Also, upload any relevant documents.

Upload Documents
2

Did you earn income from sources other than your primary job? If so, please describe the activities and upload any supporting documents, such as Form 1099 for income and receipts for expenses, in the text box below.

Upload Documents
3

Did you receive any Social Security benefits, alimony, awards, gifts, or state rebate/refund payments (e.g., Middle Class Tax Rebate from CA)? If so, please provide details and amounts in the text box below, and upload any supporting documents, such as Form 1099-MISC.

Upload Documents
4

Did you receive Child Tax Credit payments? If so, please provide details in the text box below and upload any related documents.

Upload Documents
5

Did you receive payments from a retirement plan? If so, please provide details in the text box below and upload any related documents.

Upload Documents

1065 - Partnership

Please answer input the necessary information below:

Business Info:
1

Did you start or discontinue any product or service lines during the tax year?

Upload Documents
2

Did you conduct business in any states outside of your home state?

Upload Documents
3

Did you receive payments through a merchant account?

Upload Documents
4

Did you receive any payments in cash?

Upload Documents
5

Did you experience any business disruptions during the year?

Upload Documents
bottom of page