New Client Form

Name *

First Name

Last Name

Phone *

(###)

###

####

Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Are you a US citizen or permanent resident? *

Yes

No

Are you a full-time student, blind, or permanently disabled? *

Yes

No

Were you married on December 31, 2024? *

Yes

No

If married, do you wish to file jointly or separately?

Jointly

Separately

Spouse's Name

Enter if married, regardless of whether you wish to file jointly

First Name

Last Name

Spouse's Phone Number

(###)

###

####

Is your spouse a US citizen or permanent resident?

Enter only if married and filing jointly

Yes

No

Is your spouse a full-time student, blind, or permanently disabled?

Enter only if married and filing jointly

Yes

No

Have you (or your spouse, if married) been a victim of tax related identity theft or been issued an Identity Protection PIN?

Yes

No

Income *

Tell us about your sources of income, including your spouse's, if you're filing jointly. Choose any and all that apply. (The common IRS Forms that indicate you may have that type of income are in parentheses.)

Wages (W-2)

Self-Employment Income (1099-NEC, 1099-MISC, 1099-K)

Income from the Sale of Stocks, Bonds, or Real Estate (Form 1099-B, Form 1099-S, Consolidated 1099s from Brokerage Firms)

Interest or Dividends (1099-INT, 1099-DIV)

Pensions, Annuities, or IRAs (Form 1099-R)

Social Security Benefits (Form SSA-1099)

Income from Rental Property (including Form 1099-K, Form 1099-MISC, AirBnb statements, Management Firm statements, or payments not reported on any IRS form)

Cash or check payments not reported on an IRS Form

Scholarships (W-2, 1098-T)

Refund of State or Local Income Taxes (1099-G)

Disability Income, such as from insurance or worker's compensation plans (1099-R, W-2)

Unemployment Compensation (1099-G)

Alimony Income or Separate Maintenance Payments

Income from a Partnership, S-Corporation, Estate, or Trust (Schedule K-1)

Income from the sale of digital assets

Other Income (such as gambling/lottery winnings, prizes/awards, royalties, or foreign income)

Expenses

Tell us whether you (and your spouse if filing jointly) incurred any of the following types of expenses in 2024. Choose any and all that apply. (The common IRS Forms that indicate you may have that type of expense are in parentheses.)

College or Post-Secondary Tuition Expenses (1098-T)

Student Loan Interest (1098-E)

Mortgage Interest (1098)

Real Estate or Personal Property Taxes (1098)

Charitable Contributions

Childcare Expenses

Medical and Dental Expenses (including health care premiums paid out of pocket)

Expenses related to self-employment income

Expenses related to any other income

Contributions to a retirement account

Expenses for supplies used as a teacher

Alimony or separate maintenance payments

Contributed to a 529 Investment Account

Other expenses you think we should know about

Life Events

Tell us whether any of the following life events happened to you (or your spouse) last year. Check any and all boxes that apply. (The common IRS Forms that suggest you may have had such an event are listed in parentheses.)

Bought or Sold a Home (whether or not reported on Form 1099-S)

Had Debt Cancelled by a Lender (1099-A, 1099-C)

Had a Health Savings Account (5498-SA, 1099-SA, W-2 with code W in Box 12)

Had Health Insurance Coverage through the Marketplace (1095-A)

Purchased and Installed Energy Efficient Home Items

Made Estimated Tax Payments

Applied Last Year's Refund to This Year's Tax

Filed a Tax Return Containing a Capital Loss Carryover

Had Any Tax Credits Disallowed

Bought or Sold Bitcoin or other Virtual Currency or Digital Assets

Had the Earned Income Credit, Child Tax Credit, or American Opportunity Credit disallowed in any prior tax year?

Received any communications from the IRS