Client Sheet NEW CLIENT TAX SHEET WHAT WE NEED (If Applicable) Copy of last year’s full tax return packet About You Full Name: Marital Status: Select Single Married Separated Divorced Widowed 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 Military Status 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 New job(s) in 2025? Moved or lived in more than one state? Bought or sold a home? Dependents Number of Dependents: Select 012345678910 Did you have a child in 2025? Paid childcare expenses? If so? How much did you spend?: Income Sources Employed (W-2)? Self-employed (1099) Do you have side hustles (1099)? Did you contribute to a traditional IRA or Roth IRA? Did you have any investment expenses? Did you have an HSA(1099-SA)? Did you receive unemployment? Did you receive Social Security? Did you receive retirement income (1099-R)? Sold stocks/crypto (1099-B)? Do you have rental income? Do you have foreign income or control a foreign bank account, trust or financial asset in 2025?? Do you have gambling winnings, money, prizes, or lotteries? Business & Self-Employment Do you own or operate a business? Business Type: Select Sole Prop LLC Partnership S Corp Use vehicle for business? Did you keep track of mileage? Did you make major equipment purchases? Education & Credits Did you attend school (1098-T)? Did you pay student loan interest (1098-E)? Did you purchase health insurance through Marketplace (1095-A)? Did you make Payments from a Qualified Education Programs (1099-Q)? Home & Assets Do you own a home? Did you sell a home? Did you receive Form 1098 (Mortgage Interest)? Did you install solar panels? Did you purchase an (EV) electric vehicle? Deductions Any paid medical expenses? Any made charitable donations? Other Items Did you recive a Identity Protection PIN (IP PIN)? Any IRS letters or audits? Need help with prior year taxes? Summary Fill out the form to see your summary here. Reset Value PDF Download Send Quote
