Tax Return Qualifying Questions

Michelle A. Thomas, CPA

Your Favorite CPA

Qualifying Questions for Potential New Clients:

First Name *

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Last Name *

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Phone *

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Email *

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Address

Street Address

City

State

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
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Honduras
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Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
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Jordan
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Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
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Lao People's Democratic Republic
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Libyan Arab Jamahiriya
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Malawi
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Maldives
Mali
Malta
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Martinique
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Mauritius
Mayotte
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Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
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Panama
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Qatar
Reunion
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Rwanda
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Somalia
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Spain
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Tanzania, United Republic of
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Tonga
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Tunisia
Turkey
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Turks and Caicos Islands
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Ukraine
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Uruguay
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Virgin Islands, U.S.
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Captcha

Check all that apply to you

Simple 1040, only W2(s)

I have a schedule A (itemized deductions)

I have a schedule B (Interest, Dividends, stocks)

I have a schedule C + SE (Sole P businesses/self employed)

I have a schedule D (capital gains and/or losses)

I have a schedule E (income from rental properties, royalties, partnerships, S-Corp K-1s, estate, trusts, or residual interests)

I have a schedule EIC (earned income credit for qualifying children)

I have a schedule F (farm income & expenses)

I have a K-1 (from business owned completed tax return)

Unsure which (if any) apply to me

Are you looking for individual or business tax return help? *

I am looking to have my individual tax return done.

I am looking to have my business tax return done.

I am looking to have my business and individual tax return done.

REQUIRED

Are you currently an owner or co-owner of a business?

Yes

How many companies do you currently own?

1 company

2 companies

3 companies

4+ companies

What is your business(es) name(s)?

How many owner(s) are there for your company(ies)?

What percentage of the company do you (and the other owners needing our help) own?

How long have your company(ies) been in business?

Have you ever owned a business in the past?

Yes

How long ago did your past business close operations?

Current year

Last year

2-4 years ago

5+ years ago

What is your product/service? What Industry?

What is each businesses annual gross income?

How many workers does your current business(es) have, or will have in the future? (W2 and 1099)

What bookkeeping software do you currently use?

This information helps us tailor our initial conversation to your specific needs

QuickBooks
Xero
FreshBooks
Sage 50
ZipBooks
OneUp
Excel
Other
None
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What payroll service do you use, if any?

This information helps us tailor our initial conversation to your specific needs

QuickBooks Online
ADP
Paychex
Surepay
Other
None
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Are you looking for consulting & advisory services?

Yes

Do you owe OR expect to owe the IRS $50K and need options to settle or pay?

We can help with your tax resolution cases.

Yes! I need help with how much I owe the IRS.
No, I owe less than $50K.
No, I don't typically owe the IRS anything.
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Have you ever filed or paid your tax return late since 1990? *

We may be able to help you receive money back from the IRS!

Yes.
No.
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Have you ever been audited before?

This information helps us tailor our initial conversation to your specific needs

Yes.
No.
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How many years do you need to have filed?

Knowing this information is crucial to determine your estimate.

Just the current year
2 years
3 years or more
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Would you be interested in information regarding your retirement that would help with your tax planning for yourself or your family? *

We can help your tax planning via retirement accounts.

Yes
No
Maybe later
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How did you hear about us? *

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Please note anything else you would like to tell us about your tax return situation.