subject_line
Existing Client Questionnaire
All information is encrypted using high-grade SHA-256 RSA
encryption
for
secure
(https) connections over TLS, the same level of security used by banks and other financial institutions
First Name
*
Last Name
*
Spouses Name
Phone Number
*
Email Address
*
Preferred Method of Contact
*
Phone
E-Mail
Any Changes to Filing Status
*
Yes
No
Any Changes to Dependents?
*
Yes
No
New Address since last visit?
*
Yes
No
QUESTIONS FOR YOUR TAX RETURN
Did you purchase Health Insurance through the Marketplace/Exchange?
(if yes, we will need a copy of your 1095A Marketplace form)
*
Yes
No
If you purchased Health Insurance from the Marketplace or had no Health Insurance, we will need copies of tax returns for dependents claimed on your tax return.
Do you have a foreign bank account or holdings in a foreign country, i.e. pensions, land, foreign trusts, etc.?
*
Yes
No
Did you, at any time during 2024, sell, send, exchange or otherwise acquire any financial interest in any virtual currency?
*
Yes
No
Did your dependent children, at any time during 2024, sell, send, exchange or otherwise acquire any financial interest in any virtual currency?
*
Yes
No
Did you purchase anything outside of the State of Michigan, whether physically or remotely (internet purchase) that you did not pay sales tax on?
*
Yes
No
Did you buy or sell a home in 2024?
(if yes, please include closing papers)
*
Yes
No
Was there a death in 2024?
(if yes, please include copy of Death Certificate)
*
Yes
No
Did you buy or sell Crypto Currency?
(if yes, please include a summary of these transactions)
*
Yes
No
Did you purchase an electric vehicle or a plug-in hybrid vehicle in 2024?
*
Yes
No
TEACHERS ONLY:
How much did you spend for out-of-pocket school expenses and PPE during 2024?
🛈
TAXPAYER DRIVER LICENSE / STATE ISSUED ID INFORMATION
License or ID #:
*
State:
*
Expiration Date:
*
Issue Date:
*
Have you scanned in a copy of your Drivers License or State ID Card?
*
Yes
No
SPOUSE DRIVER LICENSE / STATE ISSUED ID INFORMATION
License or ID #:
State:
Expiration Date:
Issue Date:
BANKING INFORMATION FOR REFUND DIRECT DEPOSIT
Bank Name:
Routing #:
Account #
Account Type:
Checking
Savings