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 are additional deductions that we can include on 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

I/We wish to file (select one):

I/We have dependents.

I/We have paid for care for our dependents.

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 own a business and/or received hobby income during 2021.

If no, please skip next 5 questions.

The EIN for the 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 2021?

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 is/was due to the IRS by January 31st. 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 no, skip the next 2 questions

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.

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, did you claim all of the funds withdrawn on your 2020 tax return or only a portion?

You are allowed to spread the income received due to COVID over 3 years.

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 Questionnaire: New Clients