What state do you live in? * Did you live in any other states during the tax year? * 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 Are you (or your spouse) a college student? * 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? * Did you (and your spouse) live in the US for 6 months or more? * 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)? * Do you (and/or your spouse) have W2 income? * Did you earn money in another state or country? (i.e. was the work performed in a different state from where you currently reside?) * Do you have foreign bank accounts or assets? * Did you pay any student loan debt? * Did you have healthcare all year? * Did you make an early withdrawal of retirement savings? * During the tax year, did you make any large purchases of property (i.e. house, boat, car, etc.)? * 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 $13,000 during the tax year? * Did you have any losses from a casualty or theft exceeding $13,000? * Did you sell your primary residence? * Did you make a gift of over $17,000 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). * Please provide any other information relating to your tax situation. Do you prefer to file an extension? * Do you prefer to have a 15 minute tax check in call via zoom? *
Keep in mind the call does not have any bearing on the timing of your taxes--it's a quick intro call to ask any questions related to your tax return and for me to explain the process. Taxes are done on a first come, first serve basis based on when all of your documents are uploaded. If you need help with more in-depth tax strategy, please book a 1 hour session separately.
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. * NOTE: Even when filing an extension, interest will start accruing on any amounts owed to the IRS on 4/15/24. If filing an extension and you anticipate owing, it's a good idea to send in money with your extension. *