Client Name (Preferred Contact if multiple taxpayers) REQUIRED *
Email Address:
Phone Number
Do you have a date by which you need your return (due to travel, FAFSA, other circumstances?) If yes, provide the date below.
Please indicate your preferred means of communication.def_rad_optEmailPhone
Annual Verifications Taxpayer Occupation:
Spouse Occupation:
Did your address change? If yes, provide your new address and move date below. def_rad_optNoYes
Move date:
New address:
Did you receive an Identity Protection PIN from the IRS? If yes, please provide a copy of the PIN letter.def_rad_optNoYes; PIN letter will be provided.
Have you received any other letters from the state or IRS? If so, please provide copies of these letters.def_rad_optNoYes; letter(s) will be provided.
Is your banking information the same as last year?def_rad_optNo; I will provide the required details.Yes; I will confirm that information below.
Bank Name:
Last 4 digits of the Account Number:
Do you own or have signing authority over a foreign bank, brokerage or trust
account? REQUIRED *NoYes; I will provide the required details
Did you earn, sell, or exchange virtual currency (Bitcoin, etc.)? REQUIRED *NoYes; I will provide details.
Did you make any gifts of more than $17,000 to any individual?def_rad_optNoYes
Did you purchase a Clean Vehicle? def_rad_optNoYes; I will provide the vehicle statement from the dealer.
Did you make energy efficient improvements to or install a vehicle charging station to your main home?def_rad_optNoYes; I will provide details.
Did you pay for child care? If yes, we will need the amount paid. For new
caregivers, provide their name, address and tax ID number.def_rad_optNoYes; I will provide details.
Do you have dependents who earned interest, dividends and/or capital gains income over $1,250?def_rad_optNoYes; I will provide details.
Changes to Personal InformationHas a dependent turned 18 (not a full time student) or 24 (full time student)?def_rad_optNo; skip to the next sectionYes
Should we add or remove a spouse or dependent? Contact us with any questions. def_rad_optNoYes; I will provide details.
If you are divorced or separated with child(ren), are you the custodial parent?def_rad_optNo, I am not the custodial parentYes, I am the custodial parentNA
Do you have dependents who must file a tax return? Forward a copy of their return so we can verify that they did not claim themselves. def_rad_optNoYes; I will provide a copy of the return.
Self-Employed Credits and DeductionsDid you earn income for side work (gig economy) or online sales?def_rad_optNo; skip to the next sectionYes; I will provide Form 1099-K, 1099-MISC or 1099-NEC & expenses.
Did you pay health insurance for your employees this year? def_rad_optNoYes
Did you pay for your own self-employed health insurance premiums? (If you were eligible for insurance through your spouse's employer, select No.)def_rad_optNoYes
How much were your annual premiums?
Are you a 25% or more owner of an LLC, partnership or corporation?def_rad_optNoYes; I will discuss the new reporting requirements with you.
Did you use an area of your home solely and exclusively for your self-employed business? (There is no longer a Federal deduction for employee home offices.)def_rad_optNoYes
Did your business pay any unincorporated entity $600 or more in 2023?def_rad_optNoYes; I will require Forms 1099.Yes; I have filed my Forms 1099.
Do you want us to compute your maximum SEP or Solo 401K contribution? def_rad_optNoYes
List the amount, if any, of SEP or Solo 401(k) retirement contributions made
in 2023 for the 2023 tax year:
Education and Education Savings Plans Did you pay student loan interest?def_rad_optNo; skip to the next sectionYes; I will provide Form 1098-E.
Did you, your spouse, and/or your child(ren) attend post-secondary school? If yes, provide Form 1098-T from the college. def_rad_optNoYes; I will provide the 1098-T.
Did you make any withdrawals from an education savings or 529 Plan account?
If yes, please provide Form 1099-Q. def_rad_optNoYes; I will provide the 1099-Q.
Did you make contributions to your resident state's education savings or 529
plan? If yes, provide details below.def_rad_optNoYes
Itemized Deduction Information Did you pay real estate taxes on any of your properties?def_rad_optNoYes, I will provide details.
Did you pay mortgage interest on your primary and/or secondary home? If yes,
provide Form 1098. Please provide year-end balances on all mortgages below.  def_rad_optNoYes; I will provide details.
2023 Year-End balances of mortgages. Note - The amount in Box 2 of your mortgage interest form is last year's ending balance.
Did you purchase, sell, refinance, or take out an equity loan on real estate? If so, provide
the settlement statement. def_rad_optNoYes; I will provide the settlement statement.
Did you pay out-of-pocket medical expenses (including health insurance
premiums) that may exceed 7.5% of your income? If yes, provide details and keep all receipts for your records. def_rad_optNoYes; I will provide details.
Did you make cash charitable contributions? Provide letters from charities
for donations over $250. Keep all receipts or cancelled checks for your records. def_rad_optNoYes; I will provide details.
Did you make non-cash charitable contributions? Provide lists of items and
their thrift-shop values. For donated vehicles, provide Form 1098-C. def_rad_optNoYes; I will provide details.
Retirement and Retirement Accounts Did you contribute directly to a nonprofit entity through an IRA? def_rad_optNoYes; I will provide details.
Did you receive Social Security or Retirement income this year? For Social
Security, provide Form 1099-SA. For other retirement plans, provide 1099-R. def_rad_optNoYes; I will provide the form(s.)
If this was the first year receiving social security benefit payments, how many months of payments did you receive in 2023?
Did you make any IRA contributions to retirement accounts that were not made through an employer? If so, provide details. def_rad_optNoYes; I will provide details.
IRA contributions amount (indicate Traditional or Roth IRA.)
Do you want us to compute your maximum Regular or Roth IRA contribution?def_rad_optNoYes
Healthcare and Healthcare Accounts Did you obtain Marketplace health insurance through healthcare.org? def_rad_optNoYes; I will provide the Form 1095-A.
Did you or did you employer make contributions to your Health Savings
Account (HSA)? If so, provide Form 5498-SA. (This does not apply to Flexible
Savings Accounts, or FSAs, which must be spent during the year.)def_rad_optNoYes; I will provide the Form 5498-SA.
Did you use funds from your Health Savings? If so, provide Form 1099-SA.
(This does not apply to Flexible Savings Accounts.) def_rad_optNoYes; I will provide the Form 1099-SA.
Are you a Maryland resident who purchased a new Long-Term Care policy this
year? Please provide details. (Maryland credit is only for the first year of
the policy.)def_rad_optNoYes; I will provide the details.
Head of Household, Child Tax Credit, or Earned Income Credit.Have any of these credits been denied in a previous year?def_rad_optNoYes
Can anyone else (other than your spouse) claim your child as a dependent?def_rad_optNoYes
Did your child live with you for over half the year?def_rad_optNoYes
Are you single and claiming Head of Household in 2023? Contact us with
questions regarding eligibility.def_rad_optNoYes
Looking Forward to Next Year Do you expect a large fluctuation in income, deductions or withholding next year? If so, please explain below. REQUIRED *NoYes; details provided below.
Expected fluctuations in income, deductions or withholding for 2024.
Do you need quarterly estimated tax payment vouchers for 2024? def_rad_optNoYes
Will you be taking out a Required Minimum Distribution in 2024?def_rad_optNoYes; I will provide expected distribution, Federal withholding & State withholding.
Will 2024 be the first year you will start collecting social security
benefits?def_rad_optNoYes; I will provide details on expected benefits, start date, and Federal withholding.
If you are entitled to a refund, would you like to have some or all of it
applied to your 2024 estimated tax liability?def_rad_optNoYes
2023 Quarterly EstimatesDid you make 2023 quarterly estimates?def_rad_optNoYes; I will provide dates & amounts of estimated payments.
When we have completed your 2023 returnsChoose a method to receive your copy of your completed 2023 tax returns:def_rad_optPick upMailElectronic copy
Choose a method to have your original
documents returned:def_rad_optPick upMailElectronic Copy
For scheduling purposes for 2024 returns, please choose the earliest week that you will be ready for return prepartion:def_rad_optWeek 6-1/31/25Week 7-2/7/25Week 8-2/14/25Week 9-2/21/25Week 10-2/28/25Week 11-3/7/25Week 12-3/14/25Week 13-3/21/25Week 14-3/28/25
Please list any unusual tax events for this or the upcoming year, or include any details you'd like to share.
Electronic Signature I agree that my electronic signature below is the equivalent of my manual signature on this form.
Electronic Signature

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