New Client Questionnaire

Name*

Email Address*

Did the IRS or any state or local government change the previous year’s return?*

Yes

At any time during the tax year, did you have an interest in or a signature or other authority over a bank or other financial account in a foreign country? Foreign accounts include life insurance, annuities, retirement accounts, and other accounts.*

Yes

Did you include all sources and potential sources of U.S. and worldwide income? Including, but not limited to, gambling winnings, prizes, Uber/gig work.*

Yes

Were you the grantor of or transferor to a foreign trust that existed at any time in 2023? Answer yes even if you did not have beneficial ownership in the trust.*

Yes

If you made any charitable contributions, do you have a receipt or bank record (cancelled check, credit card receipt, debit card receipt, etc.) for each contribution?*

Yes

For all charitable contributions of $250 or more (i.e. over $249), do you have a receipt that includes (also applies to noncash contributions of household items): The name and address of the charity, complete description of the contribution, the dollar amount.*

Yes

Do you have records, as described below, to support these business expenses? Tax law and IRS regulations allow deductions for travel, meals, and gifts ONLY if adequate records can be presented. Information must include: 1) Amount; 2) Time and place; 3) Date; 4) Business purpose; 5) Description of gift(s); and 6) Business relationship of recipient. Entertainment is no longer deductible.*

Yes

Have you ever refinanced the mortgage on your residence and increased the balance for any reason other than a home improvement? If so, we need details.*

Yes

N/A

At any time during the tax year, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?*

Yes

Did you receive a Form 1095-A from the Healthcare Exchange? If so, please include it.*

Yes

Did you file taxes in the previous year? If so, please include copy of prior year tax return*

Yes

N/A

Did you have a change in filing status in the prior year? (i.e., Get married, divorced, separated, birth of a child/dependent, death of a child/dependent, etc.)*

Yes

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