Loading...First nameLast NameEmailPhone NumberAre you a filing as an individual or as an S-Corp or partnership? * S-Corp or Partnership Individual S-Corp or Partnership IncomeDo you need any additional state returns prepared? * Yes No If yes how many?Does the business own any rental properties? Yes No If yes how many?Do you require a Sch M-1 and L? * Yes No Foreign IncomeDo you have any foreign accounts and/or have you lived abroad this past year? * Yes No Do you have foreign assets over $10k? Yes No Do you have foreign assets over $50k? Yes No Did you live abroad during the year? Yes No Business IncomeAre you a contractor, sole proprietor or single member LLC? * Yes No Do you operate a farm? Yes No Do you run your business from your home? Yes No Do you have more than one sole proprietorship or single member LLC? Yes No If yes how many?Have you sold property relating to your business this year? Yes No Home OwnershipDo you own a home? * Yes NoHave you purchased any energy efficient heating or cooling systems, energy-efficient doors, windows, skylights, certain roofs or increased your homes insulation? Yes No Have you donated over $500 to charity via a method other than cash? Yes No Do you itemize your medical expenses every year? Yes No Have you sold your home? Yes No Do you have any rental properties? Yes No If yes how many?Children & DependentsDo you have children or dependents? Yes No Did you spend over $2,000 on a childcare with a single household employee this year? Yes No General IncomeDo you need any additional state returns prepared? Yes No If yes how many?Do you pay estimated taxes throughout the year? Yes No Have you done a backdoor IRA conversion this year? Yes No Were you enrolled in a program leading to a degree, certificate or other recognized postsecondary educational credential for at least one academic period beginning in the tax year? Yes No Will you need to pay your taxes in installments/set up a payment plan? Yes No Have you made money on investments or received a 1099B? Yes No Do you receive a K-1 at the end of the year? Yes No If yes how many?Subtotal Price $0 * Required
