Taxpayer's Name (and spouse's name if applicable) *
What is the best email for you? *
What is the best phone number to call you? *
Please describe the change in marital status.
- None - I got married. I got divorced. I've separated from my spouse. My spouse died in 2024.
If yes, please provide details.
Be very specific. If you have a Schedule C (Self-employment income) please let us know what you anticipate your gross profit to be. If you have rental properties please let us know the gross rent. For farm income please give us an estimate of total farm income.
With any of these options also provide whether you think expenses for the year are similar to last year or if they've increased or decreased and if so give us a percentage up or down. If you have brokerage accounts we HIGHLY suggest that you review your December/end of the year statement to see what your Capital Gains look like for the year.
If yes, please provide details about the cost and sale price (or at least an estimate).
You should review your sales reports to make sure cost basis has been recorded. If not we will need to know WHEN and HOW you came into possession of the stock.
If yes, please provide details.
If yes, please provide details.
If yes, please provide details.
If yes, please provide details below (make and model of vehicle and/or what improvements you made to a residence).
Federal Estimates If we do not currently have a Power of Attorney for you, remember, you must provide proof of your estimated payments with your tax documents.
State Estimates If we do not currently have a Power of Attorney for you, remember, you must provide proof of your estimated payments with your tax documents.
Other State Estimates Local Estimates Please remember to provide proof of your estimated payments with your tax documents.
