Tax Preparation

Which tax year(s) are you inquiring about? *

2024 - due April 2025

2023 - was due April 2024

2022 and prior

What is your tax filing status? *

Single

Married, Filing Jointly

Married, Filing Separately

Head of Household

Not sure, help me out!

Any life events that could impact your tax filing status?

Recently married

Recently divorced

Getting married in the near future

Getting divorced in the near future

Do you have children or other dependents? *

Yes

No

Do you pay for child care?

Please check all that apply:

Yes, pay a company

Yes, have a nanny and run payroll

Contribute to pre-tax dependent care account

Do you own or rent your primary residence? *

Own

Rent

Part-year owner, part-year renter

Any life events related to your primary residence?

Please check all that apply:

Moved within the same state

Moved from a different state

Moved from another country

Sold a home

Bought a new home

Which tax bracket are you in? *

$0 - $50,000

$50,000 - $100,000

$100,000 - $200,000

$200,000 - $300,000

$300,000 - $400,000

$400,000 - $500,000

$500,000 - 600,000

$600,000 - 750,000

$750,000+

What are your main sources of earned income? *

Please check all that apply:

Employee of a company (W2)

Freelancer or contractor working for one company (1099NEC)

Freelancer or contractor working for multiple companies (1099NEC)

Business owner as a sole proprietor or "single member LLC"

Partner in a Partnership (K1P)

Shareholder in a S-Corp (K1S)

Social Security in retirement (SSA1099)

N/A, Student

N/A, Homemaker

Any of the following apply to your earned income?

Please check all that apply:

Changed jobs

Live and work in different states

Work in mutliple different states

Work in another country

Employee compensation (W2) includes bonuses

Employee compensation (W2) includes company stock awards

Employee compensation (W2) includes commissions

What are your spouse's main sources of earned income?

Please check all that apply:

Employee of a company (W2)

Freelancer or contractor working for one company (1099NEC)

Freelancer or contractor working for multiple companies (1099NEC)

Business owner as a sole proprietor or "single member LLC"

Partner in a Partnership (K1P)

Shareholder in a S-Corp (K1S)

Social Security in retirement (SSA1099)

N/A, Student

N/A, Homemaker

Any of the following apply to your spouse's earned income?

Please check all that apply:

Changed jobs

Live and work in different states

Work in mutliple different states

Employee compensation (W2) includes bonuses

Employee compensation (W2) includes company stock awards

Employee compensation (W2) includes commissions

Do you earn investment income from banks, brokerage accounts, etc.? *

Yes

No

Which of the following apply to your investment income?

Please check all that apply:

1 or 2 "1099 Consolidated" statements from brokerage accounts

3+ "1099 Consolidated" statements from brokerage accounts

Interest income from bank accounts (1099INT) - separate from a brokerage account

Dividend income from stocks (1099DIV) - separate from a brokerage account

Capital gains or losses from selling your employer's stock

Capital gains or losess from selling cryptocurrency

Do you own any rental properties? *

Yes

No

Which of the following apply to your rental properties?

Please check all that apply:

Own 1 rental property

Own 2 to 4 rental properties

Own 5+ rental properties

Purchased a new rental property

Sold a rental property

Inherited a rental property

Converted a primary residence into a rental property

Performed major renovations on a rental property

Have a property management company that oversees the rental properties

Rental properties are located in another state

Rental properties are located in multiple other states

Rental properties are located in another country

Do you receive K1s for investments in Partnerships, S-Corps, or as the beneficiary of an estate or trust? *

Note: these are separate from/in additon to K1s that are considered a main source of earned income

Yes

No

Which of the following apply to your K1s?

Please check all that apply:

Receive 1 K1

Receive 2 to 4 K1s

Receive 5+ K1s

First time filing with K1s

K1s are not available before April 15 - must file extensions

K1s trigger tax filing requirements in additional states

K1s are related to general investments in businesses

K1s are related to fund investments by employer

K1s are related to real estate projects

K1s are related to an estate or trust

K1s are connected to a brokerage account

What other sources of income do you have?

Please check all that apply:

Unemployment compensation (1099G)

Alimony

Scholarships or grants

Sales of personal items (1099K)

Royalties (1099MISC)

Gambling winnings (W2-G)

Cancellation of debt (1099C)

Other

Any transactions related to retirement accounts?

Please check all that apply:

Early withdrawals from your retirement account (1099R) - subject to an additional 10% penalty

Normal withdrawals from your retirement account (1099R) - not subject to a penalty

Withdrawals from an inherited retirement account (1099R)

Rollovers from one retirement account to another (1099R) - not taxable

Contributions to a Traditional IRA - funds remain in account

Contributions to a Traditional IRA - funds converted into a Roth IRA via a "Backdoor Roth" (1099R)

Contributions to a Roth IRA

Contributions to a SEP IRA or Solo 401(k)

Other

Any transactions related to education?

Please check all that apply:

Paid college tuition (1098T)

Paid student loan interest (1098E)

Contributions to a 529 account

Withdrawals from a 529 account - used to pay for education

Withdrawals from a 529 account - not used to pay for education

Which "itemized" deductions are you entitled to?

Please check all that apply:

Mortgage interest (1098) - mortgage balance below $750,000

Mortgage interest (1098) - mortgage balance between $750,000 - $1,000,000

Mortgage interest (1098) - mortgage balance above $1,000,000

Real estate taxes

Gifts to charity - cash or check

Gifts to charity - other than cash or check

Medical and dental expenses that exceed 7.5% of total income

Which other deductions and credits are you entitled to?

Out-of-pocket expenses for education professionals in grades K-12

Gambling losses to offset gambling winnings

Electric vehicle purchase

Installation of solar panels

Energy efficient home improvements

Other