Client Eligibility Screener

Before we begin: This questionnaire helps us determine if we can assist with your tax return. Please answer all questions accurately. Completion does not guarantee acceptance of your tax return.

Question 1 of 5

In which state did you live and work for the entire year of 2025?

Florida, Alaska, New Hampshire, South Dakota, Tennessee, Texas, Washington, or Wyoming

Another state

Question 2 of 5

Did any of the following occur during the tax year?

Moved to or worked in another state

Got a divorce

Bought or sold a home

None of the above

Question 3 of 5

Do you have any of the following?

Prior-year unfiled tax returns

IRS notices or letters

Owed taxes last year

None of the above

Question 4 of 5

Which tax documents have you received (or expect to receive)?

W-2

1099 (1099-NEC, 1099-INT, 1099-DIV, 1099-B, etc.)

SSA-1099, 1099-R

Other tax forms

None yet

Question 5 of 5

How did you earn income during the tax year 2025?

Wages or Salary (W-2), Tips, IRA distributions, and/or Social Security Benefits

Interest Income (bank accounts, bonds, CDs), and/or Dividend Income (stocks, mutual funds)

Independent Contractor (1099-NEC, 1099-K, etc.)

Sale of Stocks or Other Investments

Other types of income

Note: Certain income types may require additional review or may not be accepted.

Important: Completion of this questionnaire does not guarantee acceptance of your tax return. Pricing and acceptance are determined after review of all tax documents.