2018 Tax Questionnaire

Please review the following questions. Check the box next to the question to answer Yes. If you leave it blank we will assume that the question does not pertain to you. Good luck!

Personal Information

Yes    

Yes    

Yes    

Yes    

Yes    

Dependent Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Itemized Deduction Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Retirement, Estate Planning, Inheritance

Yes

Yes

Yes

Yes

Yes

Medical

Yes    

Yes    

Yes    

Yes    

Education

Yes    

Yes    

Yes    

Purchases, Sales and Debt Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Income Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Business Owners, Job-Related

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Section 199A Rental Income Safe Harbor

Yes    

Yes    

Rental services defined above includes advertising the space for rent, negotiating and executing leases, screening tenants, collecting rent, maintenance and repairs, purchasing materials and supervising employees and independent contractors. Rental services may be performed by owners or employees, agents and/or independent contractors.

Yes    

Documentation requires taxpayer maintains records, including time reports and logs, to support the hours, dates, description and provider of services performed.

Yes    

Miscellaneous Information

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Yes    

Anything Else?

Is there anything else that might affect your taxes for this tax year?

Submission

Please select the tax year that this information is associated with. In addition, please enter your name so we can group your submissions together plus your email address. Click the Submit button below to securely and safely send this information to us. You can submit as many forms as needed. If you later discover an error- simply re-submit your information and check the box below letting us know.

Yes     No