Tax Prep Pre-Intake
Please fill out this form as best you can so that we can provide you with the most accurate quote possible. If a part of this questionnaire does not apply to you then please put N/A in the answer box.
First Name
Last Name
Phone Number
Address (Street Number and Information, City, State, Zip Code)
Email
Do you have a spouse? (Were you considered legally married as of December 31, 2024, 11:59pm?)
Yes
No
Will you and your spouse be filing your taxes together?
Yes
No
Unsure, need guidance on best way to file.
What sources of income do you have? (Check all that apply)
W2
1099 - R (Retirement)
1099 - NEC (Independent Contractor)
1099- MISC
LLC
Corporation
S Corp
Partnership
Rental Income
1099 - B (Stocks)
Unemployment
1099 - S (Sale of House)
1099 - K
N/A
Do you have Health Insurance?
No
Health Marketplace Insurance
Private Insurance
Insurance through employer
Did you pay for any healthcare expenses out of pocker?
Yes
No
Do you have anyone that is presumed to be a dependent that you will be claiming? If so, how many people?
Did you pay for any dependent care expenses? (home aide, daycare, etc.)
Yes
No
Did you attend college (Bachelors/Masters) in 2024?
Yes
No
As of December 31, 2024 did you own or rent your residence?
Own
Rent
If you own did you make any improvements to your home in 2024
Own
Rent
How many businesses do you have?
What industry is each business in? (Put N/A if this does not apply)
Did you use your personal vehicle for business or do you have a vehicle in your business name?
Yes
No
N/A
Do you have a home office?
Yes
No
N/A
Do you have a Profit & Loss Statement for each business?
Yes
No
N/A
Do you have a Balance Sheet for each business?
Yes
No
N/A
Did you pay into a Health Savings Account?
Yes
No
N/A
Did you pay into a Retirement Account?
Yes
No
N/A
Did you pay into a Flexible spending account?
Yes
No
N/A
By checking this box you understand that we do not offer bank products and that your full or at least 50% of your tax preparation fee will be due before services are rendered.
Our tax preparation services start at $275.00. By checking this box you agree and understand that your tax preparation fee will be a minimum of $275.00 unless these is a promotion.
Do you agree and understand that this is a preliminary questionnaire to provide an accurate quote. A complete intake questionnaire to include requesting personal information will be sent to you after our consultation.
By checking this box you understand that we, Fulton, Brown & Co. LLC, will not begin filing your return until all requested documents have been received and at least a 50% retainer is paid.
Submit
Powered by