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HAS YOUR NAME OR ADDRESS CHANGED SINCE YOUR LAST RETURN? *

DID YOU MOVE IN OR OUT OF STATE IN THE PAST YEAR? IF SO, WHAT STATE? *

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DO YOU OWN A HOME? *

WERE YOU COVERED BY HEALTH INSURANCE FOR THE YEAR? IF SO, WAS IT THROUGH YOUR EMPLOYER OR THE MARKETPLACE? PLEASE PROVIDE THE 1095A- HEALTH MARKETPLACE STATEMENT *

DID YOU COLLECT UNEMPLOYMENT IN THE LAST YEAR? YOU MAY HAVE TO GO ONLINE TO RECEIVE THE 1099G *

WERE YOU OR ARE YOU SELF EMPLOYED OR RECEIVE ANY 1099 MISC? *

DID YOU WORK IN ANY OTHER STATE LAST YEAR? IF SO, WHAT STATE? *

HAS YOUR MARITAL STATUS CHANGED IN THE PAST YEAR? *

DO YOU OWN RENTAL PROPERTY? IF SO, IS IT COMMERCIAL OR RESIDENTIAL AND HOW LONG HAVE YOU OWNED IT? *

DID YOU BUY, SELL, OR REFINANCE? IF SO, PLEASE BRING YOUR CLOSING STATEMENT AT THE TIME OF YOUR APPOINTMENT *

DO YOU HAVE ANY DEPENDANTS? IF SO, WE NEED THEIR SOCIAL SECURITY NUMBERS AT THE TIME OF YOUR APPOINTMENT *

DO YOU HAVE ANY DAYCARE EXPENSES? IF SO, WE NEED PROVIDER’S NAME, ADDRESS, ID NUMBER, & AMOUNT PAID AT THE TIME OF YOUR APPOINTMENT *

DID YOU HAVE ANY EDUCATIONAL EXPENSES? *

DID YOU SELL ANY STOCKS OR BONDS? IF SO, WE NEED THE COST & DATE YOU BOUGHT THEM AT THE TIME OF YOUR APPOINTMENT *

WE NEED THE AMOUNT YOU PAID IN PERSONAL PROPERTY TAX LAST YEAR (EX: CAR, BOAT, TRAILER ETC) AT THE TIME OF YOUR APPOINTMENT *

WE NEED ALL INCOME RECIEVED LAST YEAR (EX: LOTTERY WINNINGS, ALIMONY, IRAS, PENSIONS, W-2, 1099 MISC) *

DID YOU RECIEVE, SELL, EXCHANGE OR DISPOSE OF ANY FINANCIAL INTEREST IN VIRTUAL CURRENCY? *

DO YOU HAVE ANY FOREIGN BANK ACCOUNTS WITH $10,000 OR MORE ON ANY GIVEN DAY? IF SO, WE NEED THE STATEMENTS FOR EACH AT YOUR APPOINTMENT *

FOR NEW CLIENTS, BRING IN A COPY OF LAST YEAR’S TAX RETURN AND A DRIVER’S LICENSE AT THE TIME OF YOUR APPOINTMENT WITH OTHER NOTED DOCUMENTS

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