tax preparation - intake form

*

tax preparation - intake form *

Name *

First Name

Last Name

Email *

Do you have any dependents? *

What income sources do you expect to have this tax year? *

W-2 (wages and salaries)

Self-employment/contractor

Rental property

investment income (interest, dividends, capital gains)

retirement income (pensions, ira, social security)

stocks options or rsus

alimony

unemployment benefits

cryptocurrency transactions

foreign income or accounts

Which deductions or credits apply to you? *

Retirement Contributions

student loan interest

charitable contributions

medical expenses ($5,000 and above)

mortgage interest and property taxes

childcare expenses

college tuition for dependents

electric vehicle purchase

energy-efficient home improvements

health insurance through the marketplace

Did you have any of these situations this tax year? *

Married or divorced

new child

bought/sold a home

started or closed a business

moved to a new state

inherited assets

retired or changed employers

How did you hear about us?

Additional information that you'd like to provide prior to the introductory meeting?

Thank you for completing the Tax Preparation Intake Form!

We will reach out to you within 24 hours with a calendar link to schedule your Tax Preparation Introductory Meeting!

Please reach out to Matthew (matthew@payitforwardfp.com) if you have any questions or additional comments.