I know this form is a bit lengthy and not all questions will be applicable. However, answering these questions allow me to assess if there specific tax issues/new deductions, etc. for this years return. Please review the form thoroughly and then submit. Many questions will prompt an additional questionnaire, but these will be sent to you through the secure portal so I can gather personal information. If you have questions, don’t hesitate to reach out to me.

Name

First Name

Last Name

Has your Marital/Filing Status has changed since last year?

Yes

Have any of your qualified dependents changed since last year? (If no dependents, please skip next 3 questions)

New birth, child got married, dependent parent living with another sibling?

Yes

Not Applicable (no dependents last year or this year)

If you do have dependents, did you pay for care for one or more?

Yes

I/We received Advanced Child Tax Credit (ACTC) payments for our dependents during 2021. Please NOTE: Not claiming the Advanced Child Tax Credit Payments received WILL delay your return being processed and/or refund significantly.

If no, please skip the next question

If you did receive ACTC, do you have your copy of Letter 6419? We must have accurate information to prepare the return correctly.

I/We made estimated federal tax payments for the 2021 year.

(This does not mean taxes withheld that are reported on your W-2)

I/We received the following for the 2021 stimulus payment:

Received in early 2021

Did anyone (including dependents) receive unemployment during 2021?

I/We made Charitable Donations during 2021.

CRYPTOCURRENCY: I/We have purchased, sold, traded, gifted, received as wage, paid as wages, or any other activity.

Purchasing Cryptocurrency is not a taxable event, but knowing this can help address taxable events in the future.

Are any dependents involved in Cryptocurrency?

I/We have funds in a foreign account.

I/We started a new business or received hobby income during 2021.

If no, please skip next question.

If you started a new business or have hobby income, do you need assistance with compliance requirements?

Obtaining an EIN, Setting up a new business, Difference between Hobby/business?

Yes

Did you employee anyone in any of the following capacities:

Housekeeper/Maid Babysitter/Nanny Private Nurse Gardener (not a landscaping company but a private gardener) Other person who worked in/around your private residence during 2020 If no, skip the next 2 questions

I/We refinanced our home during 2021.

If yes, I will need the closing documents if you are wanting to see if itemizing your deductions is more beneficial than the standard deduction.

I/We received a Paycheck Protection Loan (PPP) or Economic Injury Disaster Loan (EIDLs) or grant during 2021.

Is anyone listed on this tax return a teacher?

Teachers are allowed to deduct up to $250 worth of out-of-pocket expenses. In 2020, Personal Protective Equipment (PPE) is now also deductible for TEACHERS

I/We purchased an All-Electric Vehicle (EV), Plug-In Hybrid Electric Vehicle (PHEV) during 2021 OR installed a charging station at my/our home/business.

2020 QUESTION: I/We withdrew funds from my/our 401k, IRA, or other retirement account during the 2020 year due to COVID? If yes, have you repaid any of the funds to your 401k, IRA, or other retirement account during 2021?

Please note, paying back some, or all of the funds received can reduce your taxes. However, we may need to amend a prior years return.

Is there any additional information that you feel would be beneficial for me to know regarding your tax return preparation?

Please do NOT enter any personally identifiable information. That information will be gathered through a secure portal.

2021 Intake: Returning Clients