Tax Prep Questionnaire

  • Name

I. Please list the following information as it appeared on the last filed tax return

  1. Occupation:
    1. You:
    2. Spose:
  2. Filing Status
    Married Filing JointMarried Filing SeperateSingleHead of Household
  3. State of Residency
    • 2014:
    • 2015:
  4. 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

  1. 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.
  2. If you are self-employed, please supply a full year Profit and Loss statement.
    1. Did you make any estimated tax payments? If so, how much:
    2. 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.
    3. 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.