Tax Prep Questionnaire
Questions to get started on your Tax Return preparation.
Full Name (as it appears on your SS card)*
Social Security #*
Date of Birth*
Address*
State & Zip Code*
Area Code and Phone #*
Email address*
Occupation*
Are you married?
Yes
No
If yes, list Spouse's full name, SS # and dob
Will you be filing together or separately ?
Married filing Jointly
Married filing Seperately
If yes, list full name, SS # and date of birth
Spouse's Occupation
Spouse's phone #
Spouse's email
Do you support a parent (living with you or not)?
Yes
No
If yes, list full name, SS # and dob
Do you have w-2 or 1099 income*
W-2
1099
Freelance (no Tax Forms)
Did you live in the same place for all of 2017?
Yes
No
It's Complicated :)
Did you go to school or take classes ?
Did you pay any student loans?
Yes
No
Do you have any student loans in default?
Yes
No
It's Complicated 🙄
Do you have any investments?
Do you own a house?
Yes
No
Do you have any dependents?
Yes
No
Im Not Sure
Dependent 1 Full Name, SS # & Date of Birth
Dependent 2 Full Name, SS # & Date of Birth
Do you have more dependents to add?
Cellphone Carrier (for remote signature)*