REQUIRED Client Name (Preferred Contact if multiple taxpayers) 
Email Address:
Phone Number:
Please indicate your preferred means of communication.def_rad_optEmailPhone
Did you receive a six digit 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 details with my tax documents.Yes; I confirm my bank information has not changed
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.
General Activities - check if any of the following activities applied in 2025, and provide details with your tax documents: Received tips in an industry where tips are customary.Received overtime pay for more than 40 hours in a week.Made a gift of more than $19,000 to any individual.Purchased a clean vehicle or made energy improvements to a home.
Dependent Activities - check if any of the following activities applied in 2025, and provide details with your tax documents: Paid for childcare.Dependent(s) earned investment income over $1,350.Dependent(s) turned 19 (not a full time student) or 24 (full time student)?Dependent filed a tax return.Want to open a Trump Account for a child under 18.I am claiming a dependent who does not live with me for more than half the year.
Self-Employed Activities - check if you are self-employed and the following activities apply. Provide details with your tax documents.Earned income for side work (gig economy) or online sales (EBay or other resale sites.)Paid health insurance for employees.Paid for health insurance and not eligible through another plan.Used an area of home for business (not allowed for employees.)Business paid any unincorporated entity $600 or more for services.Would like to know maximum SEP or Solo 401(k) contribution.Made SEP or Solo 401(k) retirement contributions (not through payroll.)
Education & Education Savings Plans -check if the following apply, and provide details with your tax documents. Paid student loan interest.I, my spouse, or our dependents attended college or trade school.Made withdrawals from an education savings or 529 plan.Made contributions to resident state's education savings or 529 plan.
Itemized Deduction Information- skip this section if you know that you will use the standard deduction. If you will or might itemize, provide details with tax documents. Paid real estate taxes.Paid mortgage interest.Purchased, sold or refinanced real estate (provide settlement statement.)Purchased a new US assembled vehicle with a car loan.Paid out-of-pocket medical expenses that are very large compared to taxable income.Made charitable contributions by cash, check or credit card.Made non-cash charitable contributions (Goodwill, Salvation Army, etc.)
Retirement and Retirement Accounts- provide details with tax documents, if applicable. Made Qualified Charitable Contribution (QCD) directly from an IRA.Received Social Security benefits or retirement income.Contributed to an IRA or Roth IRA (not through an employer) for 2025.
Healthcare and Healthcare Accounts- provide details with tax documents, if applicable. Had Marketplace health insurance (Obamacare.)Had a Health Savings Account (HSA) -not a Flexible Savings Account (FSA.)Purchased a Long Term Care policy (first-year only.)
Head of Household, Child Tax Credit, or Earned Income Credit- ask for details if you have questions about eligibility for these creditsNone of these credits has been denied in a previous year.No one else (other than my spouse) can claim my dependent.My child lived with me for over half the year.I am single and have a child to qualify as Head of Household.
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.
Other Information for Next YearI need quarterly estimates calculated for 2026.I will begin taking retirement income or start receiving Social Security in 2026.I expect changes to my marital status or dependents for 2026.
Wrapping Up 2025 Return- provide details with tax documents where necessary. If I owe, debit the amount from my bank.If I am entitled to a refund, I would like some or all applied to next year's taxes.I made 2025 estimates and will provide dates and amounts of payments below.
2025 Estimated Payments made - dates and amounts: 
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 13-3/26/27
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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