REQUIRED Client Name (Preferred Contact if multiple taxpayers) 
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 a six digit Identity Protection PIN from the IRS? If yes, please provide a copy of the 2025 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:
REQUIRED Do you own or have signing authority over a foreign bank, foreign brokerage or foreign trust
account? def_rad_optNoYes; I will provide the required details
REQUIRED Did you earn, sell, or exchange virtual currency (Bitcoin, etc.)? def_rad_optNoYes; I will provide details (and the 1099-DA, if received.)
Did you receive tips in 2025 in a job where tips are customary?def_rad_optNoYes; I will provide details.
Did you receive overtime pay required under federal overtime rules for working more than 40 hours a week?def_rad_optNoYes; I will provide details.
Did you make any gifts of more than $19,000 to any individual?def_rad_optNoYes
Did you purchase a Clean Vehicle prior to October 1, 2025?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, provide amount paid per child. 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 $1,350?def_rad_optNoYes; I will provide details.
Changes to Personal InformationShould we add or remove a dependent? (Check with us for support provided, dependent at a different address, or children over 18.) def_rad_optNoYes
Should we add or remove a spouse? 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.
Do you have a child under 18 and want to open a new "Trump Account" (available in July 2026, applications accepted now.)def_rad_optNoYes; I will provide child(ren) name(s)What is a Trump Account?
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?
Did you use an area of your home solely and exclusively for your self-employed business? (There is no Federal deduction for employees who work at home.)def_rad_optNoYes
Did your business pay any unincorporated entity $600 or more in 2025?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 2025 for the 2025 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.def_rad_optNoYes; I will provide details.
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 purchase a new car, truck, van or motorcycle (assembled in the U.S.) for your personal use using a car loan?def_rad_optNoYes; I will provide the loan interest statement and the vehicle ID number (VIN.)
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 (a Qualified Charitable Contribution QCD?) 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 2025?
Did you make any IRA contributions for the 2025 tax year that were not made through an employer? If so, provide details. def_rad_optNoYes; I will provide details.
IRA contribution amounts not made through an employer (indicate Traditional or Roth IRA, and amount for each spouse.)
Do you want us to compute your maximum Traditional 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 your 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 Account? 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 2025? Contact us with
questions regarding eligibility.def_rad_optNoYes
Looking Forward to Next Year REQUIRED Do you expect a large fluctuation in income, deductions or withholding next year? If so, please explain below. def_rad_optNoYes; details provided below.
Expected fluctuations in income, deductions or withholding for 2026.
Do you need quarterly estimated tax payment vouchers for 2026? def_rad_optNoYes
Will you be taking out a Required Minimum Distribution in 2026?def_rad_optNoYes; I will provide expected distribution, Federal withholding & State withholding.
Will 2026 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 2026 estimated tax liability?def_rad_optNoYes
If you owe, would you like to have the amount debited for your bank account on April 15, 2026?def_rad_optNoYes
2025 Quarterly EstimatesDid you make 2025 quarterly estimates?def_rad_optNoYes; I will provide dates & amounts of estimated payments below.
Dates & Amounts of 2025 Estimated Payments:
When we have completed your 2025 returnsChoose a method to receive your copy of your completed 2025 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 2026 returns, please choose the earliest week that you will be ready for return preparation:def_rad_optWeek 6-2/5/27Week 7-2/12/27Week 8-2/19/27Week 9-2/26/27Week 10-3/5/27Week 11-3/12/27Week 12-3/19/27Week 13-3/26/27Week 14-3/26/27
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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