2025 Tax Questionnaire
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2025 Tax Questionnaire
First Name
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Last Name
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Primary Email
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Did you marital status change in 2025?
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Yes
No
Change in Marital Status
Did your address change in 2025?
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Yes
No
New Address:
Address Line 1
Address Line 2
City
State / Province
ZIP / Postal Code
Did you have any changes to dependents in 2025?
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Yes
No
Changes to Dependents
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Did your bank account change?
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Yes
No
Did you start a new business, farm, purchase rental or royalty property, or acquire an interest in a partnership, S-Corporation, Trust, or REMIC?
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Yes
No
Business, Farm or Property Details
Did you purchase, sell, refinance, or take a home equity loan on your principal home or second home?
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Yes
No
Which properties were purchased or sold?
Could you be claimed as a dependent on another person's tax return for 2025?
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Yes
No
Did you and your dependents have health care coverage for the full year?
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Yes
No
Did you have any children under age 19 or full-time students under age 24 at the end of 2025, with interest and dividend income in excess of $1,350, or total investment income in excess of $2,700?
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Yes
No
Did you buy or sell any stocks, bonds or other investment property in 2025?
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Yes
No
Did you receive, sell, send, exchange or otherwise acquire any financial interest in virtual/crypto currency?
Yes
No
Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources?
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Yes
No
Which energy efficient improvements were made?
Did any of the following apply to you in 2025? (Select all that apply)
Received a distribution (money paid out) from a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)
Made a contribution (money paid in) to a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)
Personally contributed to an HSA (Health Savings Account)
Took an HSA distribution for qualified medical expenses
Transferred funds or did a rollover from one retirement plan to another
Converted part or all of a traditional, SEP, or SIMPLE IRA to a Roth IRA
Received a distribution from an Education Savings Account or a Qualified Tuition Program
Made a contribution to a 529 Plan
Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school?
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Yes
No
Did you engage the services of any household employees in 2025?
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Yes
No
Were you notified or audited by either the Internal Revenue Service or the State taxing agency?
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Yes
No
Did you or your spouse make any gifts to an individual that total more than $18,000, or any gifts to a trust?
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Yes
No
Did you have an interest in, a signature on, or any other authority over a financial account in a foreign country, such as a bank or securities account?
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Yes
No
Any additional info?
Submit