What state do you live in? * Did you live in any other states during the tax year? * Please list the states you lived in. * What year is the most recent tax return you completed and filed? * What was your filing status on your most recent tax return? * Single Head of Household Married filing Joint Married filing Separate Other Not sure Spouse's Email * Are you (or your spouse) a college student? * Did you have any college related out of pocket expenses (tuition, books, supplies)? * Can someone else claim you as a dependent on their return? * Check any that apply to you, your spouse, or dependents * Were you (and your spouse) a US Citizen for the entire year? * Please list the countries of citizenship. * Did you (and your spouse) live in the US for 6 months or more? * Please list the locations where you lived. * Do you have children? If so, please list how many as well as their ages. Also include any information regarding their US citizenship and living situation (i.e. spends half the time with another parent) and whether you or another parent will be claiming the child(ren). * Do you have other dependents that are not children? Please include information on their age and living situation. * Did you pay any care costs for your dependents (i.e. Daycare, summer camp, etc)? * I will need the name, address, and EIN number of the care provider as well as the total paid. * Do you (and/or your spouse) have W2 income? * How many W2 do you expect to receive? * Did you earn money in another state or country? (i.e. was the work performed in a different state from where you currently reside?) * List the different locations where money was earned. * Do you have foreign bank accounts or assets? * Describe your foreign assets/bank accounts. * Did you pay any student loan debt? * Did you have healthcare all year? * Did you make an early withdrawal of retirement savings? * How many retirement funds did you withdraw from? * During the tax year, did you make any large purchases of property (i.e. house, boat, car, etc.)? * Please describe the property purchases made. * Did you sell any investments (i.e. stocks, bonds, etc.)? * Did you buy or sell virtual currency (i.e. cryptocurrency)? * Did you have out of pocket medical/dental expenses exceeding $12,000 during the tax year? * Did you have any losses from a casualty or theft exceeding $12,000? * Did you sell your primary residence? * Did you make a gift of over $16,000 to any one person? * Select your income sources (IMPORTANT: please select all that apply as more questions will show up if you received some of the income items below). * What is the structure of your business? * Sole Proprietor LLC LLC w/ S Corp Election Partnership Not Sure Are your business finances organized? * Your business finances do not need to be organized to save your spot & book tax prep services, but they do need to be organized in order to file. I will need year to date income as well as year to date expenses broken down into general categories. If you need resources on how to do this, visit alexiskrystina.com * Have you made estimated tax payments throughout the year to the IRS? * I will need the date and amounts of the payments made throughout the year. * Do you use your personal vehicle for business? * I will need the Year, Make, & Model as well as the business miles driven. * Do you use your personal cell phone for business? * Do you have a product based business that holds inventory? * I will need the ending inventory cost as of 12/31 * Do you have a home office that is used exclusively and regularly for your business operations?? * I will need the sq ft of the office as well as the sq ft of the home. When was your first year of business? * Please provide any other information relating to your tax situation. Do you prefer to file an extension? * If you prefer timely filing, please book your services asap and have your documents uploaded asap because spaces for filing before the tax deadline without an extension are extremely limited. * Do you prefer to have a 15 minute tax check in call via zoom? * IMPORTANT PLEASE READ: Upon receipt of the questionnaire, you will receive an email with an invoice link. Once the invoice is paid, you will receive an invitation to a private, secure folder via Dropbox where you can upload your files (you can take photos and upload). Inside of your folder will be a customized document checklist detailing everything we need to file your taxes--you may print it out or type directly on the document to fill out the required information. * You acknowledge that tax prep services are on a first come first serve basis based on when all of your documents are received--not based on when you book.