Skip to content
860-536-1000 |
[email protected]
Full-service virtual tax preparation and planning
Home
About
Why Us?
FAQ’s
Contact
About
Business Tax Preparation
Contact
Estate, Trust & Gift Tax Preparation
FAQ’s
Home
Individual Income Taxes
Step One Questionnnaire
Tax Resolution Services
Why Us?
STEP ONE QUESTIONNAIRE
In order to give you an estimate of your tax preparation fee, please answer the following:
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Address (Street, City, State, ZIP)
*
Email
*
Phone Number
*
Are you married?
*
Yes
No
Do you have dependents?
*
Yes
No
If so, list number of dependents and ages
What was your filing status in 2018?
*
Single
Married Filing Joint
Married Filing Separate
Head of Household
Qualifying Widow
Unsure
Are you or your spouse a wage earner?
*
Yes
No
Are you or your spouse self-employed?
*
Yes
No
If so, do you have an office at home?
Yes
No
Do you collect social security or pension/retirement income?
*
Yes
No
Do you have gambling winnings?
*
Yes
No
Do you own rental property?
*
Yes
No
Do you operate a farm?
*
Yes
No
Do you have pass-through income reported on a K1?
*
Yes
No
Do you have interest or dividend-producing investments?
*
Yes
No
Did you sell any stock in 2019?
*
Yes
No
Did you itemize your deductions in 2018?
*
Yes
No
Unsure
Have you ever traded in virtual currency?
*
Yes
No
Do you own any assets or have any financial accounts in foreign countries?
*
Yes
No
Did you receive a health insurance premium credit for insurance you obtained through the marketplace?
*
Yes
No
Unsure
Do you pay college tuition for any member of your family?
*
Yes
No
Do you pay student loan interest?
*
Yes
No
Do you have a Health Savings Account?
*
Yes
No
Do you have income from more than one state?
*
Yes
No
If so, how many?
Do you pay for dependent care/summer camps for a child under 14?
*
Yes
No
Do you make quarterly estimated tax payments?
*
Yes
No
Unsure
Did you make any energy-efficient improvements to your US home in 2019?
*
Yes
No
Unsure
Email
Submit
SIGN UP FOR AN ANNUAL UPDATE OR REMINDER OF IMPORTANT TAX INFORMATION AND DATES.
Please enable JavaScript in your browser to complete this form.
Name
*
Email
*
Comment
Submit