2019 Online Client Questionnaire

Name *

Email *

Name - Spouse

Email - Spouse

For any response where additional documentation is required, please use our SmartVault menu link to upload required documents or drop them off at our office.

Do you need access to SmartVault? *

Yes
No

PERSONAL INFORMATION

Did your marital status change this year? *

Yes
No

Did your address change during this year? *

Yes
No

Can you be claimed as a dependent by another person? *

Yes
No

Did your bank account change during the year for direct deposit purposes? If yes, please provide routing number, account number, name of bank, and type of account. *

Yes
No

Have you been a victim of identity theft or identity fraud? *

Yes
No

Have you served or are you currently serving in the United States military? *

Yes
No

DEPENDENTS

Were there any changes in dependents? For a new dependent, please provide a social security card to your SmartVault *

Yes
No

Were any of your unmarried children, who might be claimed as dependents, 19 years of age or older at the end of 2019? *

Yes
No

Did you have any dependents during 2019 who earned investment income? *

Yes
No

Did you pay for childcare for your child, under age 13, so that you could work? *

Yes
No

ESTIMATED TAXES

Did you make any estimated tax payments for 2019? If so, please provide date(s) paid and amount(s). *

Yes
No

If you have an overpayment of 2019 taxes, do you want the excess applied to your 2020 estimated tax taxes? *

Yes
No

INCOME

Did you receive or pay alimony due to a divorce decree issued prior to 2019? *

Yes
No

Did you cash any Series EE U.S. savings bonds? *

Yes
No

Did you receive any disability income? *

Yes
No

Did you have any foreign income or pay any foreign taxes? *

Yes
No

Did you have an interest in or other authority over a financial account in a foreign country? *

Yes
No

PURCHASES, SALES, AND DEBT

Did you start a business, purchase rental or royalty property, or acquire an interest in a partnership, S corporation, trust, or REMIC? *

Yes
No

Did you sell any stocks, bonds, or other investment property? *

Yes
No

Did you purchase, sell, or refinance your principal home or second home, or take out a home equity loan? If so, provide all settlement statements. *

Yes
No

Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources? *

Yes
No

Did you have any debts cancelled or forgiven? *

Yes
No

Did you invest in any cryptocurrency, such as BitCoin? *

Yes
No

RETIREMENT PLAN

Did you receive a distribution from a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)? *

Yes
No

Did you make or plan to make a contribution to a Roth or Traditional IRA. *

Yes
No

Did you transfer or rollover any amount from one retirement plan to another retirement plan? *

Yes
No

Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA? *

Yes
No

EDUCATION

Did you or your dependent receive a distribution from an Education Savings Account or a Qualified Tuition Program? If so, please provide Form 1099-Q. *

Yes
No

Did you or your dependent incur any tuition or education expenses that were required to attend a college, university, or vocational school? If so, please provide Form 1098-T and an account summary from the educational institution. *

Yes
No

Did you pay student loan interest? *

Yes
No

BUSINESS OWNERS AND RENTAL PROPERTY

Was your home or other property you own, rented out or used for business? *

Yes
No

Did you make any payments in 2019 that would require you to file Form(s) 1099? *

Yes
No

Are you claiming car or truck expenses for business use? *

Yes
No

Do you maintain separate books and records to reflect income and expenses? *

Yes
No

Did you perform a total of 250 or more hours of rental services during 2019 for your rental property? *

Yes
No

MISCELLANEOUS

Do you have a reason to opt out of e-filing? *

Yes
No

Do you and/or your spouse want to allocate $3 to the Presidential Election Campaign Fund? *

Yes
No

May the IRS discuss your tax return with your preparer in the event you receive a notice about the tax return? *

Yes
No

Did you engage the services of any household employees such as a nanny or housekeeper? *

Yes
No

Did you have a high deductible health plan and contribute funds to a Health Savings Account? *

Yes
No

Did you pay any long-term care expenses to an assisted living facility or home health care service provider? If so, please provide an annual statement from the provider. *

Yes
No

Did you receive any correspondence from the Internal Revenue Service? *

Yes
No

Did you or your spouse make any gifts to an individual or trust that total more than $15,000? *

Yes
No

Do you want access to your 2019 tax return copy electronically? *

Yes
No

ITEMIZED DEDUCTIONS

For 2019, the standard deduction has been increased to $24,400 for married couples, $18,350 for head of household, and $12,200 for single or married filing separately. If you are 65 and older, an additional deduction of $1,300 per person if married and $1,650 for a single person is allowed.

If you feel that itemizing deductions for your medical expenses, mortgage interest, property taxes, sales taxes, and contributions would exceed the standard deduction allowed, include corresponding documents. Please note, the total combined amount for real estate and sales taxes is capped at $10,000 and medical expenses must exceed 7.5% of your adjusted gross income.

Please sign and date below:

Taxpayer's Signature *

Date *

Spouse's Signature

Date (Spouse)

PERSONAL INFORMATION

DEPENDENTS

ESTIMATED TAXES

INCOME

PURCHASES, SALES, AND DEBT

RETIREMENT PLAN

EDUCATION

BUSINESS OWNERS AND RENTAL PROPERTY

MISCELLANEOUS

ITEMIZED DEDUCTIONS

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