Questionnaire

We process returns on a first come, first served basis. Therefore, we recommend that you compile your tax documents and submit them to us as soon as possible. To help expedite your tax preparation, you may initiate your return for 2025 by filling out the standard questions online.

2025 Tax Questions

Client Details

  1. At any time during 2025, did you receive, sell, send, exchange or otherwise acquire any financial interest in any virtual currency? If so we will need Summary of Capital Gains/Losses for the transactions.
  2. Have or will you be contributing to an IRA for 2025? If so, what type (Traditional or Roth) and by what amount? Did you withdrawal from a IRA or retirement plan in 2024?
  3. Any charity, by way of cash or check?
  4. Any noncash contributions (Salvation Army / Goodwill, etc)?
  5. Any unreimbursed business expenses, including anything you paid out of pocket relating to your job (union dues, trade tools, uniforms, etc)?
  6. Any residential energy improvements made to your primary home during the tax year (insulation, doors, windows, HVAC, geothermal, solar, etc)? if so, please provide a description of the improvement made and amount.
  7. Did you purchase health insurance through the marketplace? If so, please be sure to include form 1095A in your tax documents.
  8. Any TAP 529 college savings plan contributions in 2025? If so, please provide the amount contributed by individual.
  9. Was there any change to your account for direct deposit purposes? If so, please provide us with a cancelled check.
  10. Did you move? It is important that you provide the dates you moved and dates of your employment if you changed jobs in 2025.
  11. Do you and/or your spouse have a Health Savings Account (HSA)? If so, please provide Form 1099-SA for each account.
  12. Did you purchase an Electric Vehicle (EV) by 9/30/25? If so, we will review all the details to determine eligibility for the EV credit.
  13. Did you make any Estimated Tax payments during 2025 to IRS, PA or Local PA Tax?
  14. Did you engage in any sort of gambling, including sports gambling? The IRS requires you to report winnings. You can deduct losses as itemized deduction. Check your gambling app for any tax documents associated with 2025.
  15. Do you have any foreign bank accounts or foreign investment accounts?
  16. Did you earn overtime or any tip income?