Tax Planning Form

Name *

First Name

Last Name

Check this box stating that your Balance Sheet, Profit & Loss, and General Ledger for this year or access to your online books will be available one week prior to our meeting *

If your accounts are not reconciled through the prior month your appointment will be rescheduled.

I am a monthly client!

Yes it will be ready!

No business activity this year.

Please check all that apply to you, AND upload all supporting documents to Verifyle *

Filing status update

New baby or other dependents! – upload birthdate and SSN

Adoption expenses

W2 Wages

Unemployment Income

Retirement Distributions

Tax deductible retirement contributions

Social Security Benefits

Substantial gain or loss from sales of stocks, bonds, and/or cryptocurrency

New Property purchased, exchanged, and/or sold

Refinance home or take out a second mortgage

Energy efficient upgrades or plans to make these purchases soon - include details on what upgrades you are considering in Verifyle

Electric vehicle purchases or desire to purchase - include model, make, and year of vehicles you are considering in Verifyle

Substantial change to cash or noncash donations

Gifts over $18K to an individual

IRS or state letters or notices

Check here if none of these apply to you