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Tax Preparation Questionnaire for Individuals 

Please complete this Questionnaire before scheduling an appointment for individual tax preparation. By submitting this form you request an estimate for the service.
After submission, we will contact you in order to provide the quoted price for our service. Also, we will send you a comprehensive organizer form along with a checklist of items that you need to bring to your appointment. 
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Tax Year*
Taxpayer Full Name*
Spouse Full Name
Dependents Information*
Dependents Relationship
Email Address*
Phone Number
Best Way to Contact*
Best Time to Call
Last Year Tax Return Available?*

Income Information

Total Family Income Range for Taxable Year*
Wage Statements - Form W-2*
Pension or Retirement Income F 1099-R*
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV*
Social Security Income - Form SSA-1099*
Unemployment Income - Form 1099-G*
Information on Sales of Stocks or Bonds - Form 1099-B*
Self-Employed Business Income & Expenses - Form 1099-MISC*
Lottery or Gambling Winnings - Form W-2G*
Income and Expenses From Rental Properties*
Income From Partnerships, S Corp, Trusts or Estates - Form K-1*
Income From Foreign Sources*
Other Income

Deduction Information

IRA Contributions*
Alimony Paid or Received*
Child Care Expenses & Provider Information*
Medical Expenses*
Charitable Donations*
Purchased or Sold Residence This Year*
Mortgage or Home Equity Loan Interest Paid - Form 1098*
Real Estate and Personal Property Taxes Paid*
Tuition and Education Fees - Form 1098-T*
Student Loan Interest - Form 1098-E*
Other Deductions

Life Changing Events

Had Health Insurance the Whole Year Including Dependents*
Health Policy Written Through Healthcare.gov - Form 1095-A*
New Child or Grandchild*
Got Married/Divorced During the Year*
Death of Family Member*
New Job*
Lived in More Than One State During the Year*
Had Debts Forgiven/Settled*
Have You Given Any Gifts Over $15,000*
Change in Estate Plan
Made Energy Saving Improvements to Your Home*
Additional Notes
PROMO CODE
How did you hear about us?
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Please upload attachments here, or Email to iwhitnah@whitnahcpa.com

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