2023 Tax Questionnaire

Name: 2023 Tax Questionnaire
SKU: 14
Availability: InStock

Please answer the following questions and include the appropriate documents where prompted. Provide your Billing Details in the final step so that we may contact you when your return is complete.

No payment is due until your tax return has been completed.

Taxpayer Details

SSN (Do not use dashes)*

Do you have a 6-Digit IRS pin number?

First Name*

Middle Name

Last Name*

Occupation

Home Phone

Work Phone

Cell Phone*

Email Address*

Street Address

City

State

Zip

What County do you live in?

Filing Status*

How many dependents do you have?*

Are you being claimed by someone?*

Client Questions

Do you want an advance?*

Did you have Marketplace Insurance last year?*

Do you pay child/dependent care expenses?

Did you receive any unemployment last year?*

If you expect a regular refund (not an advance) would you like it deposited into your bank account?*

Are you or your spouse Acitve Military?*

Do you receive Social Security?*

Did you RECEIVE alimony?*

Did you PAY alimony?*

Did you receive Bank/Brokerage Interest or Dividends?*

Real Estate Taxes Paid

Personal Property Tax Paid

Did you itemize your tax return last year?*

If all of the information above is correct, please proceed to confirm.