Alexis Krystina, CPA

Pink Moon Financial, LLC

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30 Minute Deep Dive Strategy Intensive

2021 Tax Planning

($444) | Once your application is reviewed, you’ll receive an email with the link to book your session.

Answer the following for the year 2021.

Name *

First

Last

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

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

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). *

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? *

Yes
No
N/A

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

Yes
No

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 have any other income sources? *

Self Employed Income
Child Support
Other Alimony
Retirement Income
Unemployment Benefits
Social Security Benefits
Rental Income
Royalties
Farm Income
Other income

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

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.

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

Yes
No

Please list all investments owned.

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

Yes
No

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

Yes
No

Please describe your medical/dental expenses.

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

Yes
No

Please describe your losses.

Did you sell your primary residence? *

Yes
No

Did you take out a home equity loan? *

Yes
No

Did you take out a zero-interest loan? *

Yes
No

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

Yes
No

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

Yes
No

What is the structure of your business? *

Are your business finances organized? *

Yes
No

What's your estimated PROFIT for the tax year?

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

Yes
No

Do you use your personal vehicle for business? *

Yes
No

Do you use your personal cell phone for business? *

Yes
No

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

Yes
No

Do you have a home office? *

Yes
No

When was your first year of business? *

Please provide any other information relating to your tax situation.

Phone

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