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PRE-QUOTE INTAKE QUESTIONNAIRE

Individual Tax Services – Tax Year 2025

This questionnaire is used solely to assess scope and recommend the appropriate service level and fee estimate. Please do not upload tax documents or sensitive personal identifiers (SSN, DOB, account numbers) at this stage.

SECTION A — FILING PROFILE

1. Filing status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
2. How many U.S. state tax returns will be required (resident or non-resident)?
One
Two
Three or more

SECTION B — INCOME SOURCES (CHECK ALL THAT APPLY)

3. Which income types apply to you?
4. If you expect K-1s, how many?
None
One
Two–three
Four or more

SECTION C — INVESTMENTS & DIGITAL ASSETS

5. Did you have brokerage or investment account activity during the year?
No
Yes – limited (one account, few trades)
Yes – moderate (multiple accounts or frequent trades)
Yes – extensive (active trading, options, margin, etc.)
6. Did you have cryptocurrency or other digital asset activity?
No
Yes – minimal (buy/hold only)
Yes – trading
Yes – DeFi, NFTs, staking, or high-volume activity

SECTION D — DEDUCTIONS & LIFE EVENTS

7. Do you expect to itemize deductions?
No
Yes
8. Did any of the following occur during the year? (check all that apply)

SECTION E — TIMING (RUSH FACTOR)

9. When do you realistically expect all information to be available?
Before February 15
February 16 – March 15
After March 15

SECTION F — ADDITIONAL CONTEXT

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