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Tax Filing Quote - Individuals

What is your first and last name?

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What is your email address?

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How many W2's will you have for this tax filing?

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Do you have ownership in a company and will have at least one K-1 for this tax filing?

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Do you have ownership in a company and will have at least one K-1 for this tax filing?

Yes

No

Did have have any cryptocurrency investments?

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Did have have any cryptocurrency investments?

Yes

No

Will you have any 1099-Bs (Proceeds from Broker and Barter Exchange Transactions) for any sales of Stocks, Bonds or Mutual Funds or Barter Exchange Transactions?

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Will you have any 1099-Bs (Proceeds from Broker and Barter Exchange Transactions) for any sales of Stocks, Bonds or Mutual Funds or Barter Exchange Transactions?

Yes, I will have one Financial Institution issue me a 1099-B.

Yes, I will have more than one Financial Institution issue me a 1099-B.

No. I did not sell any stocks, bonds or mutual funds or participate in any barter exchange transactions.

Will you be any providing paper receipts (either mailed or scanned) for any calculations such as charitable contributions?

Will you be any providing paper receipts (either mailed or scanned) for any calculations such as charitable contributions?

Yes.

No, if I have any of these expenses I will add up the receipts myself and provide clear totals for each category.

Did have any self-employment income, including gig income, ride share & delivery, 1099 contracted work, farming or personal rental properties?

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Did have any self-employment income, including gig income, ride share & delivery, 1099 contracted work, farming or personal rental properties?

Yes

No

What else do we need to know to provide you an accurate quote?

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