Alexis Krystina, CPA

Pink Moon Financial, LLC

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TAX-PREP REQUEST

Please fill out the 5 minute questionnaire below to get started. You’ll receive an email with the next steps within 4 business days.

Tax preparation services include e-filing of your federal business & personal tax returns as well as e-filing of your state taxes. Available for all 50 states. No forms are needed to book–I’ll let you know what I need from you after you book the service. Current tax prep prices start at $500

Questionnaire Video Walkthrough

Name *

First

Last

Email *

Email

Confirm Email

What state do you live in? *

Did you live in any other states during the tax year? *

Yes
No

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? *

Are you married? *

Yes
No

Spouse's Name *

First

Last

Spouse's Email *

Are you (or your spouse) a college student? *

Yes
No

Did you have any college related out of pocket expenses (tuition, books, supplies)? *

Yes
No

Can someone else claim you as a dependent on their return? *

Yes
No

Check any that apply to you, your spouse, or dependents *

Blind
Disabled
Member of the Armed Forces
None of the above

Were you (and your spouse) a US Citizen for the entire year? *

Yes
No

Please list the countries of citizenship. *

Did you (and your spouse) live in the US for 6 months or more? *

Yes
No

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)? *

Yes
No
N/A

I will need the name, address, and EIN number of the care provider as well as the total paid. *

Acknowledged

Do you (and/or your spouse) have W2 income? *

Yes
No

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?) *

Yes
No

List the different locations where money was earned. *

Do you have foreign bank accounts or assets? *

Yes
No

Describe your foreign assets/bank accounts. *

Do you own a home? *

Yes
No

Did you pay any student loan debt? *

Yes
No

Did you have healthcare all year? *

Yes
No

Did you make an early withdrawal of retirement savings? *

Yes
No

How many retirement funds did you withdraw from? *

Are you retired? *

Yes
No

During the tax year, did you make any large purchases of property (i.e. house, boat, car, etc.)? *

Yes
No

Please describe the property purchases made. *

Did you sell any investments (i.e. stocks, bonds, etc.)? *

Yes
No

Did you buy or sell virtual currency (i.e. cryptocurrency)? *

Yes
No

Did you have out of pocket medical/dental expenses exceeding $12,000 during the tax year? *

Yes
No

Did you have any losses from a casualty or theft exceeding $12,000? *

Yes
No

Did you sell your primary residence? *

Yes
No

Did you make a gift of over $16,000 to any one person? *

Yes
No

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). *

Self Employed Income
Contractor Work
Child Support
Other Alimony
Retirement Income
Unemployment Benefits
Social Security Benefits
Rental Income
Royalties
Farm Income
Other income
None

What is the structure of your business? *

Are your business finances organized? *

Yes
No

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 *

Acknowledged

Have you made estimated tax payments throughout the year to the IRS? *

Yes
No

I will need the date and amounts of the payments made throughout the year. *

Acknowledged

Do you use your personal vehicle for business? *

Yes
No

I will need the Year, Make, & Model as well as the business miles driven. *

Acknowledged.

Do you use your personal cell phone for business? *

Yes
No

Do you have a product based business that holds inventory? *

Yes
No

I will need the ending inventory cost as of 12/31 *

Acknowledged

Do you have a home office that is used exclusively and regularly for your business operations?? *

Yes
No

I will need the sq ft of the office as well as the sq ft of the home.

Acknowledged

When was your first year of business? *

Please provide any other information relating to your tax situation.

Do you prefer to file an extension? *

Yes
No

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. *

Acknowledged.

Do you prefer to have a 15 minute tax check in call via zoom? *

Yes please!
Not needed.

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. *

Acknowledged

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.

Acknowledge

Message

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