Annual Tax Questionnaire Name * First Name Last Name Phone (###) ### #### Spouse Name if applicable First Name Last Name Address Address 1 Address 2 City State/Province Zip/Postal Code Country DOB * Spouse DOB Dependents (Name & DOB) Filing Preferences If you are receiving a refund, do you want Direct Deposit? Yes No Banke Name Type of Account Checking Savings Accounts number Routing number Joint Account? Yes No Compliance Questions Do you have a foreign bank account? Yes No Did you have any digital asset/cryptocurrency transactions in 2024 (buy, sell, exchange, or receive)? Yes No Did you receive unemployment income in 2024? if yes, (Attach 1099-G) Yes No Tax Credit Reconciliations Did you receive any Economic Impact Payments or advance Child Tax Credits in 2021–2022? Yes No If yes, enter amount. Did you receive any Clean Vehicle or Energy Efficiency credits? Yes No Property Transactions Did you purchase, sell, or refinance a home in 2024? Yes No If yes, attach closing/settlement statements and 1099-S. Business Owners Were you issued any 1099s for your business? Yes No What type of business is it? Please provide a categorized breakdown of expenses (ex: office supplies, telephone, mileage log). Referral How did you hear about us? Is there any additional information you would like to share or that we should know? Thank you!
