Did your marital status change during the year?
Did your address change during the last year?
Did you change the State of residency during the tax year? *
Did you or your spouse renew or change your driver license in 2025?
If yes, please attach your new driver licenses
Do you or your spouse has IRS ID Protection PIN?
If you are not a US citizen / Green card holder, is your and your
family members’ (including kids) Work Authorization valid?
Were there any changes in the number of dependents?
Did any of your dependents have unearned income over $1,350 or earned
income over $15,000? If yes, the dependent is required to file a return.
Did you or your spouse pay for childcare while you or your spouse worked
or looked for work (including summer camp)?
Did you and all members of your tax household have a health coverage for the year?
If yes, did you buy a health insurance on Marketplace?
Did you have any transactions pertaining to a health savings account
(HSA)? If so, include all Forms 1099-SA and/or 5498-SA.
Did you have out-of-pocket medical expenses in excess of $10,000?
Did you receive a distribution from or contribute to a retirement plan
(401(k), IRA, etc.)? If so, include all Forms 5498 and/or 1099-R.
Did you transfer or rollover any amount from one retirement plan to
another?
Did you convert part or all of your traditional/SEP/SIMPLE IRA to a Roth
IRA?
Did you, your spouse, or a dependent incur any tuition expenses that are
required to attend a college, university, or vocational school? If so, include Form 1098-T.
Did you pay any student loan interest? If so, include Form 1098-E.
Did you or your spouse sell any securities, investment property, or
cryptocurrencies (such as bitcoin), not reported on Form 1099-B?
Did you or your spouse start, purchase, or sell a business, rental
property, or farm, or acquire/sell any interest in any partnership or S corporation?
Did you purchase any motor vehicles or boats in 2025? If so, provide the
amount of sales tax paid.
Did you make qualified residential energy-efficient improvements or
purchases involving solar, wind, geothermal, or fuel cell energy resources? If so, provide us with
invoices you paid in 2025 along with the tax credit certificate received.
Did you make any cash charitable contribution in 2025? If yes, please
provide copies of any giving statements that you received from the qualified non-profit organizations.
Did you or your spouse contribute property (other than cash) with a fair
market value of more than $500 to a qualified charitable organization?.
At any time during the year did you have a financial interest in or
signature authority over at least one account located outside the US?
*(This includes foreign bank accounts, foreign investment accounts, foreign retirement/pension accounts,
foreign assets/stocks, etc.)
If yes, did the combined balance of all the foreign accounts you own is more than $10’000 at any point
during the year?
Do you have an interest/ownership in any foreign company?
Was your home rented out for more than 14 days or used as a home office?
Did you have total mortgages incurred on your first and/or second
residence greater than $750,000?
Did you use funds from a Home Equity Line of Credit (HELOC) for anything
other than to purchase, build, or substantially improve your residence?
Did you make any gifts, including birthday, holiday, anniversary,
graduation, education savings, etc., with a total (aggregate) value of more than $19,000 to any
individual?
Did you pay estimated taxes for the tax year?
Upload your tax documents to our secure portal below. Please make sure to include a copy of your and your spouse (if applicable) drivers license and your, your spouse and dependents (if applicable) Social Security Card.