45 Minute Deep Dive Strategy Intensive

2022 Tax Planning

($555) | Once your application is reviewed, you’ll receive an email with the link to book your session.

Answer the following for the year 2022

Name *

First

Last

Email *

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? *

Are you married? *

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 *

Blind
Disabled
Member of the Armed Forces
None of the above

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). *

Do you have other dependents that are not children? Please include information on their age and living situation. *

Did any of your children or other dependents earn income? *

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? *

Do you own a home? *

Did you pay any student loan debt? *

Did you have healthcare all year? *

Did you make an early withdrawal of retirement savings? *

Are you retired? *

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

Do you have any investments (i.e. stocks, bonds, etc.)? *

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

Did you have any significant medical/dental expenses during the tax year? *

Did you have any significant losses from a casualty or theft? *

Did you sell your primary residence? *

Did you take out a home equity loan? *

Did you take out a zero-interest loan? *

Did you sell any stock, bonds, or exercise stock options? *

Did you make a gift of over $15,000 to any one person? *

What's your estimated PROFIT for the tax year?

Please provide any other information relating to your tax situation.

Name

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