Annual Tax Engagement & Intake Form

Basic Background Data

Did Finesse Tax Accounting prepare/file your 2020 tax returns for you? *
Were you legally married as of 12-31-21 (the last day of tax year 2021)? *
Please select a filing status option: *
STOP!!! BEFORE PROCEEDING YOU WILL NEED A COPY OF YOUR LAST TAX RETURNS YOU FILED IN FRONT OF YOU.  WHY?  BECAUSE YOU MUST PROVIDE MATCHING INFO FROM LAST YEAR.  WHOEVER WAS TAXPAYER ON LAST RETURN MUST BE TAXPAYER ON THIS RETURN.  WHOEVER WAS SPOUSE, MUST BE SPOUSE.  SO FOR THE INFO BELOW PLEASE ENSURE THAT WHERE YOU ARE ASKED FOR TAXPAYER INFO YOU PROVIDE THAT FOR WHO WAS LISTED AS TAXPAYER ON LAST RETURN YOU FILED.  DO NOT REVERSE TAXPAYER AND SPOUSE FROM LAST YEAR TO THIS YEAR AS THIS WILL CAUSE CERTAIN ISSUES WITH THE IRS AND WITH YOUR FILINGS.
Would you like us to refer to you by a different name or nickname? (Example: Mike instead of Michael or Sam instead of Samuel) *
Would you like us to refer to your spouse by a different name or nickname? (Example: Mike instead of Michael or Sam instead of Samuel) *

Mailing Address

Do you need us to use a foreign address on your tax returns this year? *
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Do you have a special local taxing area or school district you would like us to note for your returns? *
Did you move during calendar year 2021? *
During calendar year 2021 did you move from one state to another state? (Note: Washington, DC is considered a state for tax purposes.) *
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Did you move between states (DC being considered a state), more than once during calendar year 2021? (Example, you moved from Massachusetts to Maryland to Texas all during 2021) *
Since you have indicated you moved more than once during 2021, please provide details for any other moves you made between states (DC being considered a state) during calendar year 2021:
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Dependent Info

Do you have any children or dependents who should be reported as such on your tax returns for the tax year 2021? *
WARNING...IF YOU PROVIDE DEPENDENT/CHILD INFO BELOW WE WILL LIST THAT DEPENDENT ON YOUR RETURNS ACCORDINGLY SO PLEASE DO NOT PROVIDE INFO FOR ANYONE WHO YOU CAN'T OR AREN'T ABLE TO CLAIM ON YOUR RETURNS.
How many children or dependents do you have? *

Dependent 1

Was this dependent listed on your prior year's tax returns? *

Dependent 2

Was this dependent listed on your prior year's tax returns? *

Dependent 3

Was this dependent listed on your prior year's tax returns? *

Four or More Dependents

Email Contact Info

SPOUSE'S EMAIL MUST BE DIFFERENT THAN TAXPAYER.  FAILURE TO PROVIDE A UNIQUE EMAIL ADDRESS WILL PREVENT FINESSE TAX ACCOUNTING FROM BEING ABLE TO EFILE YOUR TAX RETURNS FOR THIS YEAR.  IN OTHER WORDS, DON'T MAKE THE TAXPAYER EMAIL AND SPOUSE EMAIL THE SAME OR WE CAN NOT EFILE YOUR RETURNS!
Please note that during certain phases of this engagement we can only contact one of you by email, mainly during out processing of returns, as our system is not set up to email both taxpayer and spouse during some parts of the preparation and out processing phase of this engagement. When allowed for we do email both parties as needed however there are just parts of the process where it is not possible to email both parties. Who would you like to designate as the primary contact for the portions of the preparation and out processing phase where we are only able to contact one of you? *

Direct Deposit Information and Authorization

If you are getting a refund, would you like it directly deposited into your bank account? *
PLEASE BE ADVISED DUE TO INTERNAL POLICIES AT FINESSE TAX ACCOUNTING, WE ARE UNABLE TO CHANGE DIRECT DEPOSIT DECISIONS AFTER WORK HAS BEGUN ON YOUR RETURNS.  SO IF YOU SELECTED NO FOR DIRECT DEPOSIT, THIS DECISION IS IRREVOCABLE.
If you have a balance due would you like it directly debited from your bank account? *
PLEASE BE ADVISED DUE TO INTERNAL POLICIES AT FINESSE TAX ACCOUNTING, WE ARE UNABLE TO CHANGE DIRECT DEBIT DECISIONS AFTER WORK HAS BEGUN ON YOUR RETURNS.  SO IF YOU SELECTED EITHER YES OR NO FOR DIRECT DEBIT, THIS DECISION IS IRREVOCABLE.
Is this a checking or savings account? *

Misc. Information

Is this your first visit to our office/first time using our services? *

ACA/Health Insurance Compliance Questionnaire

Did you have health insurance coverage for all 12 months of the tax year for which we are preparing tax returns? (please note that coverage for just one day of a month is considered coverage for the entire month) *
Did you buy any of your health insurance coverage through a state or federally run health insurance exchange? DCHealthlink.com, Healthcare.Gov, etc? *
Please check each month where you had at least one day of health insurance *

American Rescue Plan Act of 2021 Payment Information

Between March 1st, 2021 and the present, did you & your spouse (if married) receive a check or direct debit from the IRS where the check was dated March 1st, 2021 or later and it was labeled "Economic Impact Payment" or did you receive (in the same time frame) a direct debit whereby on your bank statement, the description included "US Treasury" with a code "310" and this direct deposit did not match the refund from either your 2020 returns or any return filed for any year prior to 2020? *
Between July 1st, 2021 and Jan 15th, 2022 did you receive either checks by mail or direct deposits to your bank account, on a monthly basis, which may have been labeled "Advanced Child Tax Credit?" *

Engagement Letter and Consent Form Section

CLIENT ENGAGEMENT LETTER

 

Dear Client,

 

Thank you for the opportunity to work with you in preparing your income tax returns.  To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us.  Upon completion of your tax returns we will return any original tax documents to you.  From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures.  Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements.  These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide.  We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions.  Unless instructed by you, we will take a tax position in your favor whenever reasonable.  We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge.  Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services.  Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax.  Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.   

The charges for our services are on a “per form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, long distance phone charges and computer processing charges.  It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full.  Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due.  Also please note that an additional fee of one hundred and fifty dollars may be applied to certain accounts who begin the preparation process after September 25th each year.  This fee is to cover the additional labor and administrative costs that arise when beginning a tax return so close to a terminal filing deadline.  Should arrangements in writing have been made prior to September 25th or should arrangements have been made in writing with Finesse Tax Accounting at any time this fee may be waived upon request.

Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee.  We will contact you if such a situation arises after you receive an estimate.  

Please also be advised that for returns completed after January 1, 2022 for any tax year, 2021 or prior, we have instituted an "across the board" increase in our fees from the prior year.  This increase of fifty dollars ($50.00) will apply to any and all returns prepared by our firm without regard for changes to the return situation from past years.  However, if your situation has changed in such a way that your fee would have gone up more than $50.00, we will waive the across the board increase and your fee will reflect an increase based on the changing complexity of your situation.  Please note that when possible we prefer to leave our fees the same year to year and from 2019 to 2021 we did just that, but for 2022, increased operational costs as well as some inflationary pressures have made it necessary to institute this increase.

Also, please be advised that effective January 1, 2022, all invoices issued by Finesse Tax Accounting, LLC to you in connection with our services rendered per this or any engagement, must be paid within 14 days from the date on the invoice.  Any invoice, aged longer than 14 days, will be assessed a 10% administrative and operational collections fee.  Please note, if your invoice remains unpaid after 30 days from the date on the invoice, another 10% administrative and operation collections fee will be assessed.

Upon completion of your returns and after you have paid your tax preparation fees we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing.  You should review the completed returns carefully.  If you see anything that requires changing please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies.  If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately.  Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you.  Please also note that if your returns can not be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.

By signing this engagement you are agreeing to compensate Finesse Tax Accounting, LLC for services you have requested.  In the event you terminate the engagement prior to the completion of your tax accounting work, Finesse Tax Accounting, LLC reserves the right to invoice you for any out of pocket expenses, time at our hourly rate, or other expenses that were incurred during this engagement.  If you sought in person consultation services, received advisory services by phone or email, sought representation work or received any tax accounting services, by signing this engagement letter you are agreeing to compensate Finesse Tax Accounting, LLC for these services, even if you terminated the engagement prior to our firm completing the work requested or required.

Please be advised that if you receive any correspondence from a taxing authority that pertains to a tax return prepared by this firm we will be happy to address this matter on your behalf.  Included in the cost of your tax preparation is 30 minutes of correspondence work per tax year at no additional charge.  During that 30 minutes we will assess your situation and apprise you of the course of action we believe is best to take.  However, if the matter or issue will involve more than 30 minutes of work, each additional hour (or fraction thereof) will be billed at a standard hourly rate of three hundred and fifty dollars ($350) per 60 minute hour.  When possible, we will do our best to inform you if we believe your issue will require more than 30 minutes to handle, however there may be a situation when we are unable to inform you in advance.  Even if we are unable to inform you, the standard hourly rate listed above will apply and is payable upon completion of this work.  At any time in the process you may choose to have us cease our work in connection with your correspondence but we will require said request in writing with your name and signature included.  If, during the course of this work, it becomes apparent the correspondence received was due to an error or omission by this office there will be no charge for handling the correspondence regardless of the time involved.  Please also be advised that charges in connection with this kind of aforementioned correspondance work is not included in your annual tax preparation fees and is payable upon completion of our work in connection with said correspondence.

Please also note that audit/examination representation work is not included in the tax preparation fee and is considered a different engagement with a separate fee structure.  If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment.  Again if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for their preparation does not include the costs to represent you with regard to any audit or examination.

Finesse Tax Accounting, LLC takes your privacy and personal information very seriously.  We will take whatever steps are necessary to safe guard that information and will never sell or disclose said information to anyone outside the firm for any reason.  Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation or for administrative reasons or to alert you to something we feel you need to know.  Examples of this usage might include; mailing you a newsletter, mailing a holiday card, sending a text message to alert you to a tax law change, alert you to coming deadlines, or remind you of something we feel is important to assist with the filing or out processing of your returns.  By signing this letter you agree to allow our staff limited access to your information for such instances included but not limited to the aforementioned examples.

Please also note that in an effort to help combat the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Finesse Tax Accounting, LLC reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns.  This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures.  Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.

If you agree with the terms of our engagement as described in this letter please sign below.  Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter.  We want to thank you for putting your trust in Finesse Tax Accounting, LLC and look forward to a long and mutually satisfying relationship.

 

Warm Regards,

Michael L. Fine, CSA

President

Finesse Tax Accounting, LLC

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign indicating agreement with the above engagement letter. *
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CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.   For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. 

You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Finesse Tax Accounting LLC, its owner, employees, and staff; of any and all tax return information pertaining to:

  • Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
  • Requests you make for copies of your documents, figures, numbers, or information.
  • Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
  • Notification of important tax law changes.
  • Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
  • Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Finesse Tax Accounting, LLC, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign to indicate you give consent as spelled out above *
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Crypto Currency/Foreign Bank Account/Foreign Asset Information

At any time during the tax year for which we are now preparing taxes, did you; and/or anyone listed on your tax return (spouse or dependents); receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency? *
To the best of your knowledge are you the owner of or have signature authority on any foreign bank accounts, investment accounts or pension/retirement accounts? *
At any point, during the tax year for which we are preparing a tax return, did the balance or value of the foreign account(s) rise above $10,000 (ten thousand) US Dollars? *
To the best of your knowledge do you own or have signature authority on any foreign "assets." Assets are defined as but not limited to; foreign partnership or corporate holdings, real estate, life insurance, art, jewelry, precious metals, currency holdings, collectibles, cars, boats, airplanes. *
At any point, during the tax year for which we are preparing a tax return, was the combined value of all your foreign accounts and assets greater than $50,000 (fifty thousand) US Dollars? *
SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign to indicate the above information concerning foreign bank and asset reporting is true to the best of your knowledge *
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Next Year's Engagement/Extension for Tax Year 2022 Due April 15th 2023

In an effort to be proactive, we like to think ahead to our next engagement. While you are never locked into using our firm as a result of this particular engagement, we would like to know whether or not, should we fail to hear from you prior to your next tax return (Tax year 2022) being due (April 15, 2023), whether you would like us to file an automatic extension for you. Again this is just in case you get busy and forget to reach out to us early in 2023. Please select from the options below with the understanding that if you say "no", we will not automatically file an extension for you for Tax Year 2022 when we prepare extensions in March and April of 2023. Also please note this only applies if we do not hear from you ahead of when we typically file extensions in March or April of 2023, so you can select no, but contact us in early 2023 to request an extension specifically. *

Annual Tax Update Questionnaire

All of the following, unless otherwise specified, refer to situations, income, or expenses for calendar year 2021:
Unless otherwise specified "you" refers to both you and your spouse if you were married on the last day of the tax year 2021 so if the question applied to either or both you or your spouse (if applicable), please answer YES.

Income Related Questions

Did you hold a job or have an employer where you receive a W-2? *
Did you change jobs during the year? *
Did your spouse change jobs during the year? *
Did you (and/or your spouse if applicable) have any bank accounts where you earned more than $10.00 in interest? *
Did you (and/or your spouse if applicable) have any post tax investment/brokerage accounts, where you earned dividends? *
Did you (and/or your spouse if applicable) dispose of/sell any stocks, mutual funds, bonds or securities during the year? *
Did you (and/or your spouse if applicable) own a small business or receive contractor/self employment earnings? *
Do you (and/or your spouse if applicable) keep reconciled books or use a bookkeeper or bookkeeping software to track your income and expenses for your business? *
Do you (and/or your spouse if applicable) have any W-2 employees working for your small business? *
Do you (and/or your spouse if applicable) have any contractors (individuals/people or single member LLC's) to whom you paid $600 or more during the year? *
Did you or will you issue 1099-NEC forms to these individuals or single member LLC's? *
Does your household typically have greater than $3000 in out of pocket medical expenses (health insurance, copays, Rx, doctor/hospital fees, mental health/therapy) that is NOT covered or reimbursed by insurance/FSA/HSA? Or do you expect for the coming year you will have greater than $3000 in out of pocket medical expenses? *
Did you (and/or your spouse if applicable) exercise the option to purchase incentive stock from your employer, also known as an ISO, during the year? *
At any point during the year did you (and/or your spouse if applicable) own any percentage of an S Corporation or Partnership/Multi Member LLC? *
Did you (and/or your spouse if applicable) receive any income from a source outside the USA? *
Did you (and/or your spouse if applicable) pay tax to any foreign government? *
Did you (or your spouse if applicable) receive any unemployment compensation during the year? *
Did you (or your spouse if applicable) receive any tip income or gratuities not reported to your employer? *
Did you (and/or your spouse if applicable) have any gambling, lottery, or game show winnings? *
Did you (and/or your spouse if applicable) win an award or receive an honor that came with a monetary payment or that came with a prize with some kind of monetary value? *
Did you (and/or your spouse if applicable) have any credit card debt, student loan debt, personal debt, or any mortgage debt officially forgiven during the year? *
Did you (and/or your spouse if applicable) remove money from an IRA, 401k, 403b, ROTH IRA, SEP or any other official qualified retirement account? *
Did you (and/or your spouse if applicable) receive any Social Security benefits/income during the year? *
Did you sell any cryptocurrency during the year or convert one type of currency for another during the year? *

Real Estate Related Questions

Did you (and/or your spouse if applicable) own a primary residence at any point during the year? Please note that you should answer yes even if you have a mortgage on your home whereby "the bank owns it technically." *
Did you (and/or your spouse if applicable) purchase a primary residence during the year? *
Did you (and/or your spouse if applicable) sell a primary residence during the year? *
Did you have a mortgage on your primary residence? *
Did you refinance your mortgage on your primary residence during the year? *
Did you convert a primary residence to a rental property during the year? *
Did you (and/or your spouse if applicable) own rental property at any point during the year? *
Did you (and/or your spouse if applicable) sell rental property during the year? *
Did you (and/or your spouse if applicable) purchase rental property during the year? *
Did you (and/or your spouse if applicable) have a mortgage on your rental property? *
Did you experience a foreclosure on any real estate or did you abandon a principal residence during the year? *

Quarterly Estimated Tax Payment Questions

Did you pay estimated quarterly tax payments (by check or online) to the IRS for 2021? *
Date of Each IRS Payment *
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Amount of Each IRS Payment *
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Did you pay estimated quarterly tax payments (by check or online) to any state government for 2021? For purposes of this form we will call Washington DC a "state." *
Date of Each State Payment *
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Amount of Each State Payment *
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Did you pay quarterly estimated taxes to more than one state for 2021? *
Did you paid quarterly estimated taxes to a city/county/locality that is not considered a state but has its own tax structure like. For example, Philadelphia and New York City have their own tax structures. Some cities/counties in Ohio, Missouri, Indiana, and several other states require separate quarterly payments in many cases. *
Date of Each Local Payment *
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Amount of Each Local Payment *
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Would you like Finesse Tax Accounting, LLC to remind you to make your estimated payments each quarter? Please note that by selecting "yes" below, Finesse Tax Accounting, LLC will send you a text message ahead of any estimated payment deadline to remind you to pay your estimated payments. *

Childcare Info

Did you pay for childcare? *
Were any of your child care providers a nanny/au pair? *
Did you use a payroll company (Breedlove, Care.com, ADP, Paychex etc) to assist with your nanny/au pair payroll during the year? *

Credits & Deduction Related Questions

Did you finalize an adoption of a child? *
Did you (and/or your spouse if applicable) lend money, under an official written loan arrangement, to another person or business, with the understanding they would repay you, and during the year this loan became totally and completely uncollectible? *
Did you (and/or your spouse if applicable) purchase a plug-in electric vehicle during the year? *
Outside of employer 401k/403b/TSP done through your normal paychecks, did you contribute directly yourself to an IRA or private retirement account like a Solo 401k, SEP IRA, Simple IRA, or Keogh plan? *
To what retirement account did you contribute? *
Outside of employer 401k/403b/TSP done through your normal paychecks, did your spouse contribute directly to an IRA or private retirement account like a Solo 401k, SEP IRA, Simple IRA, or Keogh plan? *
To what retirement account did you contribute? *
Did you pay out of pocket medical expenses (co-pays, prescriptions, doctor or hospital fees) that you believe will exceed 7.5% of your income for the year? *
Did you pay "car tax" or a value based excise tax on your car, truck, SUV, boat, trailer, RV, motorcycle, jet ski or other personal conveyance? *
Did you donate by cash, check, or credit card to any official 501c3 Non Profit/Charity during the year? (Sorry...political campaign contributions do NOT count even if you think they are a worthy cause!) *
Did you donate clothing, household items, furniture or other physical items to charity? *
Name of Charity *
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Address of Charity *
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Date of Donation *
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Value of Donation *
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Did you donate a vehicle to charity? *
Did you install any of the following on your primary residence during the year? *
Are you a teacher of grades K-12? *
Is your spouse a teacher of grades K-12 *

Higher Education Related Questions

Did you (and/or your spouse/children if applicable) attend college during the year? *
Did you pay any student loan interest during the year? *
Did you (and/or your spouse if applicable) contribute to any 529 plans during the year? *
Did you (and/or your spouse if applicable) make any withdrawals from a 529 Plan during the year or direct money to be paid directly to a college, university or K-12 Private/Parochial School from your 529 plan(s)? *
Are your 529 Plans sponsored by or qualified for your state of residence? For example, you are a DC Resident and your 529 Plans are held by "DC College Savings Plan." Or you are a Virginia resident and your plan is managed by "Virginia529." *

General Information/Background Questions

Did you (and/or your spouse if applicable) retire during the year? *
Did you (and/or your spouse; and/or children/dependents if applicable) receive an Identity Protection Pin (IP PIN) from the IRS or any State or Locality? *
Did you receive any letters from the IRS or any state/local tax agency that, as of the day you are completing this form, remains unresolved? *
Do you presently have any unpaid federal, state or local income taxes? *
Do you (and/or your spouse if applicable) expect a large fluctuation in income, deductions, or withholding for 2022? *
Did you (and/or your spouse if applicable) work overseas during the tax year? *
In the spaces below provide your travel info for 2021, business or personal.  Please provide the country, date you arrived there, and date you departed in chronological order starting with Jan 1, 2021.  Please also provide dates for any return trips to the USA that might have taken place during 2021.
Country *
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Date Arrived *
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Date Departed *
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Did you incur any costs to live overseas such as rent of an apartment, house, or hotel? *
For any child you listed above, who was under the age of 24 as of 12-31-21, did they have MORE THAN $2,200 in interest, dividend and capital gains income, under their name and SSN for tax year 2021? *

Tax Topic Text Alerts

From time to time, due to changes in the tax code, or when information comes to light that might be helpful, we try to share that information or those changes as quickly as we can.  Recently we implemented a system where we can text you changes to the tax code, tips or other info, quickly.  But to do this, we need your help determining what
might be of interest to you.
 
Below you will find some topics.  Feel free to select more than one and we will add you to those specific distribution lists and when we have information to share on any topic that you selected, we will sent out a short text.
 
Please be advised we send out texts sparingly and only when there is either a deadline or important change to tax law or some newsworthy information/tip we might think you may like to know but rest assured, will NOT "flood" your phone with texts.