2023 Tax Survey
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Email *
First Name *
Last Name *
Phone Number *
Home Address *
What is your filling status? *
When is your DOB? *
What was your occupation title in 2023? *
Have you received an E-Filling PIN from the IRS? *
If Applicable, what is your E-filling PIN?
How is your health insurance provided? *
At any time during 2023, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? *
How many states did you work/live in during 2023? *
Does any one claim you on their taxes? *
Do you have any Dependents? If so, provide each dependent's Full Name/DOB/SSC/Relationship(ex. Son/Daughter). *
How many W-2's are you expecting?  *
How many 1099's are you expecting? *
Are you the owner of a small business? *
If so, what is the name of your business?
If so, what is your EIN? Ex:(87-9998700)
Have you filled your Business Ownership Information (BOI) reporting form?
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Is your home and business address the same?
Have you been paid any dividends in 2023? *
Did you buy or sell any stock in 2023? *
Did you receive any Unemployment Compensation in 2023? *
Did you sell any property or personal property in 2023? *
Have you purchased any property in 2023? *
Did you own any property during 2023? *
Were you a first-time homebuyer in 2023? *
Did you Claim a First Time Home-Buyer Credit in 2008? *
Were you a student anytime during the year 2023? *
Did you make student interest loan payments in 2023? *
Have you made any contributions to a Roth IRA in 2023? *
Did you take any money out of an IRA in 2023? *
Have you had any dental/medical expense this year that were not reimbursed? *
Have you made any charitable contributions this year? *
Did you pay personal property tax? (Ex: Purchased a car) *
Have you had any items damaged in 2023 from fire or disaster? *
What is your driving license number? *
In which state is your driver's license issued? *
What is your driver's license issuance date? *
What is your driver's license expiration date? *
Provide routing & checking account information for direct deposit.
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