Tax Form Discovery Questionnaire
Help us determine which tax forms you may need by answering the questions below.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What is your primary filing status?
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Which of the following best describes your employment status?
*
Employed (W-2)
Self-employed / Freelance
Unemployed
Retired
Student
Other
Select all types of income you received in the last tax year:
*
Wages or salary
Self-employment/business income
Interest or dividends
Rental income
Capital gains
Unemployment benefits
Retirement distributions (pensions, IRA, 401k, etc.)
Social Security benefits
Other
Do you have any dependents you plan to claim?
*
Yes
No
Which deductions or credits do you believe you may qualify for? (Select all that apply)
Standard deduction
Itemized deductions (e.g., mortgage interest, medical expenses)
Education credits
Child tax credit
Earned Income Tax Credit (EITC)
Retirement savings contributions credit
Other
Have you filed taxes in the previous year?
*
Yes
No
Please indicate any special tax situations that may apply to you:
Foreign income or assets
Health savings account (HSA)
Received advanced premium tax credit (Marketplace health insurance)
Disability income
Alimony received or paid
None of the above
Other
How confident do you feel about understanding your tax situation?
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
Is there anything else we should know about your tax situation?
Submit
Should be Empty: