Client Questionnaire Home→Resources→Client Questionnaire Please check the appropriate box and include all necessary details and documentation. * = Required Field Name* First Last Spouse Name First Last Your Phone*Spouse PhoneYour Email* Enter Email Confirm Email Spouse Email Enter Spouse Email Confirm Spouse Email Address* Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Personal InformationDid your marital status change during the year?* Yes No If yes, please explain:Did you live separately from your spouse during the last six months of last year?* Yes No Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year?* Yes No Did your address change from last year?* Yes No Can you be claimed as a dependent by another taxpayer?* Yes No Are you covered by a Group Health Coverage, or self-insured?* Yes No Do you have a bank account or other type of account with a routing transit number (RTN) and account number that can be used to direct deposit (or direct debit) funds?* Yes No Did you change any bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year?* Yes No Do you, your spouse (if applicable), and any dependents have a taxpayer identification number (SSN, ITIN, or ATIN)?* Yes No Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, attach the IRS notice for filing returns in 2026.* Yes No Attach the IRS notice for filing returns in 2026 here in regards to Identity Protection PIN or Identity Theft.Max. file size: 64 MB. Did you reside in or operate a business in a Federally declared disaster area?* Yes No The Federally declared disaster areas include victims of hurricanes, tropical storms, floods, as well as wildfires and other disaster situationsDependent InformationWere there any changes in dependents from the prior year?* Yes No If yes, please explain:Did the children who live with you spend more than half the year with you in the United States?* Yes No Do you have any children under age 19 or a full-time student under age 24 with unearned income in excess of $2,700?* Yes No Do you have dependents who must file a tax return?* Yes No Did you provide over half the support for any other person(s) other than your dependent children during the year?* Yes No Did you pay for child care while you worked, looked for work, or while a full-time student?* Yes No Are there any other person(s) who lived with you more than half the year in the United States but not claimed by you last year?* Yes No Did you pay any expenses related to the adoption of a child during the year?* Yes No If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?* Yes No Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS notice for use during the 2026 filing season.* Yes No Do you have an eligible child under age 18 and want to open a new tax-deferred investment account called a "Trump Account" that will be available in July 2026?* Yes No If you initiate a Trump Account for any eligible child born in 2025, a contribution pilot program provides a $1,000 contribution. Do you wish to receive the contribution?* Yes No Purchases, Sales and Debt InformationDid you start a new business or purchase rental property during the year?* Yes No Did you have ownership interest in any type of business?* Yes No Did you sell, exchange, or purchase any assets used in your trade or business?* Yes No Did you acquire a new or additional interest in a partnership or S corporation?* Yes No Did you sell, exchange, or purchase any real estate during the year?* Yes No Did you purchase or sell a principal residence during the year?* Yes No Did you foreclose or abandon a principal residence or real property during the year?* Yes No Did you acquire or dispose of any stock during the year?* Yes No Did you take out a home equity loan this year?* Yes No Did you refinance a principal residence or second home this year?* Yes No Did you sell an existing business, rental, or other property this year?* Yes No Did you lend money with the understanding of repayment and this year it became totally uncollectable?* Yes No This field is hidden when viewing the formDid you incur any non-business bad debts this year?* Yes No Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)??* Yes No Did you purchase a new or previously owned clean vehicle this year that is eligible for the new clean vehicle credit? If yes, attach the vehicle statement from the dealer even if you received the credit when purchased at the dealer.* Yes No Dealer Vehicle Statement (Clean Vehicle)Max. file size: 64 MB. Did you receive a Form 1099-K for the sale of personal property for a gain or loss?* Yes No Did you purchase a new U.S. assembled vehicle in 2025 for personal use and financed with an auto loan? If yes, attach the vehicle statement from the dealer.* Yes No Dealer Vehicle Statement (U.S. Assembled Vehicle)Max. file size: 64 MB. Income InformationDid you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer?* Yes No Did you receive any income from property sold prior to this year?* Yes No Did you receive any unemployment benefits during the year?* Yes No Did you receive any disability income during the year?* Yes No Did you receive any Medicaid waiver payments as difficulty of care during the year?* Yes No Did you receive tip income not reported to your employer this year?* Yes No Did any of your life insurance policies mature, or did you surrender any policies?* Yes No Did you receive any awards, prizes, hobby income, gambling or lottery winnings?* Yes No Did you receive any income considered to be nonemployee compensation?* Yes No Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy?* Yes No Did you receive a Form 1099-K for a distribution payment from an online crowdfunding solicitation?* Yes No Did you receive a Form 1099-K that you believe is in error?* Yes No Do you expect a large fluctuation in income, deductions, or withholding next year?* Yes No Did you have any sales or other exchanges of digital assets (including from an airdrop or a hard fork) or use digital assets to pay for goods or services?* Yes No Did you receive a Form 1099-DA for the sale of a digital asset?* Yes No Did you receive tips in 2025 in a job where tips are customary? For example, food service, hospitality, salons, or transportation.* Yes No Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a work week?* Yes No Retirement InformationAre you an active participant in a pension or retirement plan?* Yes No Did you receive any Social Security benefits during the year?* Yes No Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?* Yes No If yes, were any withdrawals due to a Federally declared disaster?* Yes No If you received any qualified disaster retirement plan distributions, did you repay any of the distributions in 2025?* Yes No Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan?* Yes No Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?* Yes No Did you receive any qualified birth or adoption distributions, emergency personal expense distributions, domestic abuse distributions, or terminal illness distributions in 2025?* Yes No If yes, did you repay any of the distributions in 2025?* Yes No Did you make any qualified charitable distributions (QCD) from your retirement account this year?* Yes No Education InformationDid you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year?* Yes No Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent?* Yes No Did anyone in your family receive a scholarship of any kind during the year?* Yes No If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board?* Yes No Did you make any withdrawals from an education savings or 529 Plan account?* Yes No If yes, were any of these withdrawals rolled over into an ABLE (Achieving a Better Life Experience) account?* Yes No Did you make any contributions to an education savings or 529 Plan account?* Yes No Did you pay any student loan interest this year?* Yes No Did you cash any Series EE or I U.S. Savings bonds issued after 1989?* Yes No Would you like a worksheet to aid in the completion of a Free Application for Federal Student Aid (FAFSA) with the U.S. Department of Education?* Yes No Health Care InformationDid you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family?* Yes No "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act?* Yes No Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included in your family?* Yes No Did you make any contributions to a Health savings account (HSA) or Archer MSA?* Yes No Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year?* Yes No Did you pay long-term health care premiums for yourself or your family?* Yes No Did you make any contributions to an ABLE (Achieving a Better Life Experience) account?* Yes No Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account?* Yes No If you are a business owner, did you pay health insurance premiums for your employees this year?* Yes No Itemized Deduction InformationDid you incur a casualty or theft loss or any condemnation awards during the year?* Yes No If yes, did the loss occur in a Federally declared disaster area?* Yes No Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?* Yes No Did you make any cash or other monetary charitable contributions?* Yes No Did you make any noncash charitable contributions (clothes, furniture, etc.)?* Yes No Do you have evidence to substantiate charitable contributions?* Yes No Upload Charitable Contributions Evidence Drop files here or Select files Max. file size: 64 MB. Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C.* Yes No 1098-C Drop files here or Select files Max. file size: 64 MB. Did you pay real estate taxes for your primary home and/or second home?* Yes No Did you pay any state income tax, including withholdings and estimated payments?* Yes No Did you pay any city or local income taxes, including withholdings and estimated payments?* Yes No Did you pay any personal property tax, such as vehicle, boat, or RV?* Yes No Did you pay any mortgage interest on an existing home loan?* Yes No Did you incur interest expenses associated with any investment accounts you held?* Yes No Did you make any major purchases during the year (cars, boats, etc.)?* Yes No Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax?* Yes No Miscellaneous InformationDid you make federal estimated tax payments for 2025?* Yes No Did you make gifts of more than $19,000 to any individual?* Yes No Did you utilize an area of your home for business purposes?* Yes No Did you receive goods or services in exchange for your goods or services (barter)?* Yes No Did you retire or change jobs this year?* Yes No Did you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty?* Yes No Did you pay any individual as a household employee during the year?* Yes No Did you make energy efficient improvements to your main home this year?* Yes No Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?* Yes No Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?* Yes No Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?* Yes No Are you a foreign owner or do you control 25% of a foreign company's ownership interest for a foreign company registered with a secretary of state or similar office?* Yes No If yes, did you file its initial Beneficial Ownership Information Report (BOIR)?* Yes No If you were required to file a Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN), has any of the previously reported information changed (for either the foreign reporting company or any of the beneficial owners)?* Yes No Did you receive correspondence from the State or the IRS?* Yes No If yes, please explain:Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?* Yes No Do you want to designate $3 to the Presidential Election Campaign Fund?* Yes No If you check yes, it will not change your tax or reduce your refund.
