Returning Clients

Name *

First Name

Last Name

Address *

Your current mailing address (where correspondence should be delivered):

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

Notable Events

Please let us know if any of the following applied to you in calendar year 2024!

I changed my address

I lived in more than one state

I changed my phone number

I got married

I got separated/divorced

I started a business or had self employment income

I bought a home

I sold stocks, real estate, or my home

I started renting a room in my home or a second home

I had or adopted a child

I started taking classes

I opened a new bank account that I'd like to use for tax refunds or payments

I bought or sold Bitcoin or other virtual currency or digital assets

I earned or received another class of income different from 2023

I stopped earning or receiving a class of income that I earned/received in 2023

I had any credit I claimed in a prior tax year disallowed by the IRS

I received communication from the IRS or my state tax agency

I opened a retirement account

I opened an investment account

I closed a retirement account

I closed an investment account

I contributed to a 529 account

I created or invested in a partnership or S-Corp

I received a distribution from an Estate or Trust