Personal Tax Personal Tax Personal tax First Name * Last Name * Email * Business Name * First, what would you like to get out of working with a tax professional? (Please select all that apply) * I need my tax return filed I want to understand my tax return and why I owe I want to see if there are opportunities in my situation to save on taxes I want better communication when working with a tax professional I want someone to help me track deductions during the year before tax season I want an estimate of the tax I would owe or be refunded before we get to tax season so there are no surprises I have some big life events coming up and want to know the tax consequences, if any Do you have any experience working with CPAs, tax preparers, or accountants? * Yes No None of these If you answered yes to the question above, please describe your experience in a few sentences. * What is your preferred method of communication? * Email Phone call Text message I'd prefer to have a virtual meeting Record a video explaining a tax topic and send it to me I'm flexible and fine with any of the above Now a few more technical questions: How do you earn most of your income? * I earn a salary or wage I receive pension, social security payments and take distributions from my IRA(s) I am a self-employed contractor and receive 1099s from many companies I own a business that I work full time in None of these If you are married, how does your spouse earn their income? * They earn a salary or wage They receive a pension, social security payments and take distributions from their IRA(s) They are a self-employed contractor and receive 1099s from many companies They own a business that they work full time in My spouse does not work None of these Do you own any rental property? * Yes No If you answered yes to the above question, how many properties do you have? * 1 - 3 4 - 6 7 - 9 10+ Does not apply Do you receive any Form K-1s during tax season? * Yes No I'm not sure If you do receive any K-1s, please specify how many: * 1 2 3 4+ Does not apply Do you have a small side business (around $50,000 income or less) in addition to your earned income? * Yes No How many brokerage accounts (stocks, mutual funds, etc.) do you currently invest with? * 0 1 2 - 3 4+ I'm not sure Do you have an IRA or Roth IRA? * I have an IRA I have a Roth IRA I have both I do not have either I'm not sure Do you work abroad in a foreign country, either full year or part year, and/or receive foreign income? * Yes No Do you have any assets located in other countries? * Yes No I'm not sure Do you have an estate or trust that may need it's own tax return (Form 1041) filed? * Yes No I'm not sure Do you invest in crypto? (bitcoin, etc.) * Yes No We can provide many services through our service partners in addition to taxes. Please select any that you wish to learn more about: * Financial Planning Investment management Estate Planning (Wills, trusts, etc.) Property Insurance (home or auto) Life Insurance Mortgage Lending Health Insurance for self-employed Rental property bookkeeping Business Broker I am okay with just taxes Is there anything specific you'd like to tell us about your situation or any questions you'd like answers to? * What is a good phone number to reach you at? * Submit If you are human, leave this field blank.
