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I/We wish to file (select one):

I/We have dependents.

I/We have paid for care for our dependents.

/We have paid for care for our dependents.

I/We made estimated federal tax payments for the 2020 year.

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

I/We received the following for the first stimulus payment in 2020:

I/We received the following for the second stimulus payment in 2020:

I/We withdrew funds from my/our 401k, IRA, or other retirement account during the 2020 year.

If yes, please upload a copy of your 1099-R showing the withdrawal to the secure portal.

Also, if yes, were these funds withdrawn due to a reduction of income/lack of work due to COVID OR did you or your spouse contract COVID? (ONLY a yes or no answer is required. Please do not notify me regarding which situation pertains to you).

If yes, the IRS may ask you to substantiate this claim. Please select HELP ME to learn more.

I/We started a new business during 2020?

If no, please skip next question.

The EIN for the new business is:

Please write N/A if you did not and DO NOT wish to apply for an EIN. If you need help with applying for an EIN, please write HELP.

I/We organized the business as:

(Please note, typically taxes for a Sole Proprietorships or LLC with one member are treated as self-employment income and reported on Schedule C along with your Form 1040. Any other types of entities may need an additional tax filing for the entity itself and will not be included in the preparation of this return)

I/We would like additional information regarding the business entity designation?

Did you pay any subcontractor $600 or more in the course of business during 2020?

If yes, did you submit the Form 1099-NEC to the IRS?

(Please note: Form 1099-Misc is no longer allowed). Also, the Form 1099-NEC was due to the IRS by February 1st. It is vital to file asap if this has not been filed yet. If you need assistance with filing this form, please select HELP ME

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 yes, did you pay this employee $2,200 or more?

If yes, have you already submitted the employer’s portion of the federal tax withholding (Medicare, Social Security, Unemployment)?

If NO, and you need help, please select HELP ME.

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.

Intake Questionnaire