Name
Phone Number
Preferred Contact Method
Who prepared your tax return last year?
Estimated 2024 gross income?
Did you have W-2 (salary, bonus, commission) income during the 2024 tax year?
Did you have income falling under any of the following?
Do you anticipate taking the standard deduction or itemizing your deductions (Schedule A)?
Which of the following 1099 forms do you anticipate needing to file (best guess)?
Do you contribute to education-related expenses for a dependent (college)?
What is your anticipated filing status?
Did you have K-1 income (partnerships, S corp)?
Did you give a gift to an individual greater than $18k (if you’re single) or 36k (if you’re married) or pay expenses for a non-dependant greater than those amounts (not including tuition payments made directly to a school)?
What states do you anticipate needing to file in?
Do you have foreign earned income or pay tax in another country?
Do you have any other unique tax circumstances or needs we should know about?
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