Please answer “Yes” or “No” to the following items in connection with the 2025 Tax Year. Any questions that have a “Yes” answer will need to be supported by additional information in the last field or additional documents in the document submission portal.

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Taxpayer Name *

Taxpayer Email *

Did your marital status change during the year? *— Select Choice —YesNo

Did your address change during the year? *— Select Choice —YesNo

Could you be claimed as a dependent on another persons tax return for 2025? *— Select Choice —YesNo

Did you switch employers? If so, remember you may have to submit documents from both employers.. *— Select Choice —YesNo

Were there any changes in dependents? *— Select Choice —YesNo

Were any of your unmarried children who might be claimed as dependents 19 of age or older at the end of 2025? *— Select Choice —YesNo

Did you have any children under age 19 or full-time students under age 24 at the end of 2025 with interest and dividend income in excess of $1,300 or total investment income (including capital gains) in excess of $2,600? *— Select Choice —YesNo

Did you have any children 19 or older, who were NOT full-time students under the age of 24 at the end of 2025 that earned more than $5,050? *— Select Choice —YesNo

Did you have any foreign income or pay any foreign taxes? *— Select Choice —YesNo

Did you receive any disability income? If so, please include the associated W-2 or Form 1099-R. *— Select Choice —YesNo

Did you start a business or farm? If so, please upload any acquisition information along with your Profit & Loss for the year. *— Select Choice —YesNo

Did you purchase royalty property, or acquire an interest in a partnership, S Corporation, trust, or REMIC? If yes, please upload acquisition information, along with associated tax forms. *— Select Choice —YesNo

Did you purchase or dispose of any business assets (furniture, equipment, vehicles, real estate, etc), or convert any personal assets to business use? If yes, please upload the associated purchase or disposition details. *— Select Choice —YesNo

Did you sell any bonds in 2025? If so, please upload the Form 1099. *— Select Choice —YesNo

Did you exercise any Incentive Stock Options (ISO only)? If so, upload the Form 3921 for each exercise. *— Select Choice —YesNo

Did you sell stock in 2025? If so, upload the most recent Form 1099-B brokerage statement. Note: It's common for some financial institutions to either release tax forms as late as March 15th, or issue corrected versions after their initial release in February. Please verify and only share the most accurate version with us. *— Select Choice —YesNo

Did you purchase, sell, or refinance your principal home or second home? If so, please upload the Final Settlement Statement issued by escrow. *— Select Choice —YesNo

Did you purchase rental or investment property? If so, please upload the Final Settlement Statement and associated Profit & Loss. *— Select Choice —YesNo

Did you purchase a vehicle that uses an alternative fuel source? If so, upload the dealer completed Form 15400 to consider EV credits. Credits can only be considered with Form 15400, so please upload. *— Select Choice —YesNo

Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources? If so, upload the final invoices so we may properly calculate applicable credits. *— Select Choice —YesNo

Did you have any debts cancelled or forgiven? If so, please upload the associated Form 1099-C. *— Select Choice —YesNo

Did you receive a distribution from a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc)? If yes, please upload the associated Form 1099-R documents. *— Select Choice —YesNo

Did you transfer or rollover any amount from one retirement plan to another retirement plan? If yes, please upload the Form 1099-R so we may ensure tax free if qualified. ( *— Select Choice —YesNo

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Other than your employer retirement plan, did you make a contribution to a retirement plan (IRA, SEP, SIMPLE, Qualified Plan, etc)? If yes, please upload your Form 5498. If the form is not yet available, upload the contribution confirmation *— Select Choice —YesNo

Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA in 2024? If yes, please upload the associated Form 1099-R. *— Select Choice —YesNo

Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school? If yes, please upload the corresponding Form 1098-T from the qualified institution, along with out-of-pocket expenses. *— Select Choice —YesNo

Did you incur a loss because of damaged or stolen property? If yes, upload the insurance claim along with the reimbursement settlement. *— Select Choice —YesNo

Did you pay any union dues in 2025? *— Select Choice —YesNo

Did you make a large purchase with a high amount of sales tax paid (vehicle, boat, RV, etc)? If yes, please upload paid invoice showing amount of sales tax and any personal property tax paid. *— Select Choice —YesNo

If you have an overpayment of 2025 taxes, do you want the excess applied to your 2026 estimated tax instead of being refunded? *— Select Choice —First ChoiceSecond ChoiceThird Choice

Did you make estimated tax payments to the IRS and/or your State for 2025? If yes, please upload the confirmation for each payment that includes the date and amount paid *— Select Choice —YesNo

Did you have an interest in or signature or other authority over a financial account in a foreign country, such as a bank account, securities account, retirement account, or other financial account? *— Select Choice —YesNo

Did you have foreign assets valued at $10,000 USD or more at any time during 2025? *— Select Choice —YesNo

Was your home rented out, or used for business? *— Select Choice —YesNo

Did you engage the services of any household employees, such as a live in nanny? *— Select Choice —YesNo

Were you notified or audited by either the IRS or your state taxing agency? *— Select Choice —YesNo

Did you make any gifts to an individual that total more than $18,000, or any make any gifts to a trust? *— Select Choice —YesNo

Did your bank account information change within the last twelve months? If so, please upload new banking information you wish to use for refunds or balances due. *— Select Choice —YesNo

At any time during the tax year, did you: receive or sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? If yes, please upload the appropriate supporting documentationDropdown *— Select Choice —YesNo

Do you have a 25% or more interest, either directly or indirectly, in a Corporation, LLC, a foreign company registered to do business in the United States, or any other entity created by filing documents with a Secretary of State, Indian Tribe, or any similar office in the United States? *— Select Choice —YesNo

Do you expect your 2026 taxable income and withholdings to be different from 2025? *— Select Choice —First ChoiceSecond Choice

Is there any additional information about your year that you would like to share with us, or anything you believe we should be aware of? *— Select Choice —YesNo

Please add any additional explanation:

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