Client Sheet NEW CLIENT TAX SHEET Collapse All WHAT WE NEED (If Applicable) Does this section apply to you? Yes No Copy of last year’s full tax return packet About You Does this section apply to you? Yes No Full Name: Email Address: Date of Birth: Note: Date of birth information is collected for filing purposes only and is not included in or on any federal tax documents, statements or IRS forms. Did your marital status change during the year? Select No Yes, got married Yes, got divorced Yes, widowed Marital Status: Select Single Married Separated Divorced Widowed Spouse Information Spouse's Full Name: Spouse's Email Address: Did you Live in another State in 2025? if Yes, Which State?: Select a State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming District of Columbia American Samoa Guam Northern Mariana Islands Puerto Rico U.S. Virgin Islands Do you have any dependents not living with you? Did you or your dependents attend college or university? Did you pay or receive alimony? Select No Paid Received Military Status Does this section apply to you? Yes No Are you Active Duty? Are you National Guard or Reserves? Enlistment Number: Select E1 E2 E3 E4 E5 E6 E7 E8 E9 E10 Were you deployed in 2025? Did you relocate for the Military? Did you receive relocation or housing allowances? How much did you spend to Move: Life Changes in 2025 Does this section apply to you? Yes No New job(s) in 2025? Moved or lived in more than one state? If so? Where did you move?: Bought or sold a home? Dependents Does this section apply to you? Yes No Number of Dependents: Select 012345678910 Select the number of dependents to add their details. Did you have a child in 2025? Paid childcare expenses? If so? How much did you spend?: Income Sources Does this section apply to you? Yes No Select all that apply Employed (W-2)? Self-employed (1099) Do you have gambling winnings, money, prizes, or lotteries? Did you receive any unemployment income? Did you receive Social Security benefits? Did you receive any investment income (dividends, interest, capital gains)? Did you receive any rental income? Did you receive any foreign income? Business & Self-Employment Does this section apply to you? Yes No Do you own or operate a business? Business Type: Select Sole Proprietorship Partnership Limited Liability Company (LLC) S Corporation C Corporation Nonprofit Organization Cooperative Trust Estate Joint Venture Franchise Professional Corporation Other Education & Credits Does this section apply to you? Yes No Did you attend school? (1098-T)? Did you pay on any school interest loans? (1098-T)? Health Care Does this section apply to you? Yes No Health Care: Select Did you have health insurance all year? Did you purchase health insurance through the Marketplace (Healthcare.gov)? Did you receive a Form 1095-A, 1095-B, or 1095-C? Any paid medical expenses? Home & Assets Does this section apply to you? Yes No Do you own a home? Did you buy or sell a home? Did you move during the year? Did you experience a casualty or theft loss? Business/Side Income Does this section apply to you? Yes No Business/Side Income: Select Did you start or close a business this year? Did you use your car for business purposes? Did you purchase any major equipment or assets for your business? Did you pay any contractors (1099-NEC)? Deductions & Credits Does this section apply to you? Yes No Any paid medical expenses? Any made charitable donations? Did you pay for child or dependent care so you could work or look for work? Did you pay student loan interest? Did you pay for tuition or educational expenses? Did you make any contributions to an IRA or retirement plan? Did you pay for medical or dental expenses not covered by insurance? Did you make any charitable contributions? Did you pay property taxes or mortgage interest? Other Items Does this section apply to you? Yes No ⚠️ REQUIRED by IRS At any time during 2025, did you receive, sell, exchange, or otherwise dispose of any digital assets (cryptocurrency)? Yes No Note: This includes Bitcoin, Ethereum, NFTs, and all other cryptocurrencies or digital assets. Did you receive an Identity Protection PIN (IP PIN)? Any IRS letters or audits? Need help with prior year taxes? Do you have any foreign bank accounts or financial assets? Did you make estimated tax payments during the year? Were you a victim of identity theft? Do you want to designate $3 to the presidential election campaign fund? Additional Notes Please add any additional information, questions, or concerns: Summary Fill out the form to see your summary here. Reset Form PDF Download Send Quote
