Tax Prep Questionnaire Name I. Please list the following information as it appeared on the last filed tax return Occupation: You: Spose: Filing Status Married Filing Joint Married Filing Seperate Single Head of Household State of Residency 2014: 2015: Spouse or Dependents ( Please provide Child or Dependent Spouse’s full name, date of birth, social security number and how many months (s)he has lived with you) Name: SSN: DOB: Name: SSN: DOB: Name: SSN: DOB: Name: SSN: DOB: II. Income Please provide copies of any income documents. (i.e. Paycheck- Form W-2, Independent Contractor – Form 1099-Misc., Self Employed, etc.). Please do not send original forms. If you are self-employed, please supply a full year Profit and Loss statement. Did you make any estimated tax payments? If so, how much: Did you have payroll? If so, please supply copies of the Forms W-2, W-3, 940 and 941 that you filed with the IRS. Did you make any payments that requiring filing of the Form 1099? If so, did you file them? III. Please supply a copy of your last filed tax return, if filed by a previous company/self-prepared.