Annual Client Tax Questions

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The following are a list of questions that we ask each year in order to properly prepare your tax return. If you are married, please answer each question as it applies to you AND your spouse.

Name(s) of individual(s) we are preparing the tax return for: *

Phone Number (e.g. 555-555-5555) (enter multiple if applicable) *

Email address (enter multiple if applicable)

Did your direct deposit account change from last year? (If you are a new client to us and you wish to have any refund direct deposited, please select yes below and you may submit your direct deposit information to us accordingly at your convenience.) *

Yes (If yes, please upload your new information via the portal or call us at 304-789-6082.)

I do not want direct deposit setup.

Did your address change from last year? *

Yes (If yes, please provide your new address in the Open Notes Section at the end of this form.)

Did your marital status change from last year? *

Yes (If yes, please indicate what change occurred and the legal date of change in the Open Notes Section at the end of this form.))

Are there any changes in your dependents from last year? *

Yes (If yes, please indicate if you are adding or dropping and include name, date of birth, and relationship in the Open Notes section at the end of this form. We will also need the social security number for any added dependents, but do not advise you to include that information below - instead you should call us with that information or upload it to the portal for us to access.)

Did you, your spouse, or any of your dependents take any college courses last year? *

Yes (If yes, we will need to know who was in college, when did they start classes, and you will need to provide us with a 1098T form from the university either through the portal or drop-off at our office.)

Did you invest in any virtual currency or foreign investments last year? *

Yes

Did you purchase health insurance on the marketplace (exchange of Obama Care)? *

Yes (If yes, please provide us with a 1095A form via the portal or dropped off at our office.)

Do you have long-term care insurance? *

Yes (If yes, please provide us with receipts for this year either via the portal or drop-off at our office.)

Do you track your mileage for a business you own? *

Yes (If yes, please provide us with your total business miles for the previous year in the Open Notes section at the end of this form.))

Did you contribute to a 529 plan in the previous year? *

Yes (If yes, please provide us with receipts for this year either via the portal or drop-off at our office.)

Are you, your spouse, or any of your dependents under the age of sixty-five AND considered permanently disabled? *

Yes (If yes, please indicate who in the Open Notes Section at the end of this form.)

Did you buy anything outside of your resident state that you need to declare and pay sales tax on from the past year? *

Yes (If yes, please indicate specific information regarding this purchase in the Open Notes Section at the end of this form.)

Do you have all receipts for any tax deductions you are taking on your tax return this year? *

Yes

Do we have your permission to provide the IRS with a PIN for e-filing your tax return? (E-filing requires a PIN for every return. Accordingly, we need your permission to assign a PIN to your return in order to e-file for you.) *

Yes

Would you like your return to be emailed to you upon preparation or will you come to pick it up? (Emailed returns require either a digital signature or documents to be printed, signed, scanned/photographed, and sent back to our office for e-filing.) *

Please email my return to me and I will either digitally sign or print, sign, and return the required documents for e-filing.

I will sign and pickup my return at your office upon preparation.

Open Notes (Please provide any additional information needed for the preparation of your tax return as indicated from the questions above. If no additional information was requested, you may leave this answer box blank.)

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