Get Quote Get a Quote on Having Us Handle Your Individual Income Tax Return Name(Required) First Last Email(Required) Phone(Required)Did you have income from any states besides Alabama(Required)How many Forms 1099-R? Did you get any money from a pension, IRA, 401(k), or anything like that?(Required)Did you move money to a Roth IRA from another retirement account(Required) Yes No Do you have any investment accounts (not counting retirement plans)?(Required)How many savings accounts paid you interest? How many companies pay you dividends that don’t go through a brokerage account(Required)HiddenRoth IRA SubtotalHiddenAny investments not in retirement plans - Subtotal1HiddenAny investments not in retirement plans - Subtotal2HiddenOther dividends or savings accounts - Subtotal1HiddenOther dividends or savings accounts - Subtotal2Number of cryptocurrency sales(Required)Were you granted any stock options?(Required) Yes No HiddenNumber of Sales of SecuritiesHiddenNumber of cryptocurrency sales - Subtotal1HiddenNumber of cryptocurrency sales - Subtotal2HiddenWere you granted any stock options? - SubtotalHow many rental properties do you own? Note: A one-time fee of $300 minimum will be added whenever you purchase a rental property.(Required)Do you have any income from 1099 work, self-employment income, or a sole proprietorship business? How many different activities like that are there?(Required)HiddenHow many rental properties? - SubtotalHiddenDo you have any businesses? How many?- SubtotalIs there an area in your home used exclusively for business?(Required) Yes No i.e. Home officeDo you have more than 3 kinds of business expenses to deduct?(Required) Yes No HiddenIs there an area in your home used exclusively for business?- SubtotalHiddenHardly any Sch. C expenses- SubtotalDo you own any partnerships or S corporations, or receive income from a trust? How many?HiddenDo you own any partnerships or S corporations, or receive income from a trust? How many?- SubtotalDo you have any dependents?(Required) Yes No HiddenDo you have any dependents? - SubtotalHow many family members age 15-25 live with you?(Required)Do any kids live with you only part of the time?(Required) Yes No Did you pay for any childcare?(Required) Yes No HiddenDid your dependents live with both parents all year? - SubtotalHiddenDid you pay for any childcare?-SubtotalDid you have Health insurance through Healthcare.gov for any part of the year? Yes No Did you have a mortgage? or Did you make any donations? Yes No HiddenHealth insurance through Healthcare.gov for any part of the year?-SubtotalHiddenDid you have a mortgage? or Did you make any donations?-subtotalDid you donate anything to a thrift store?(Required) Yes No Will you want to discuss making an IRA contribution each year when we do your tax return? Yes No HiddenDid you donate anything to a thrift store?-subtotalHiddenDoes the client will want to discuss the IRA contribution each year?-SubtotalDo you have any other items that might affect your taxes that we have not mentioned? This may result in your final price being higher than this quote. HiddenSubtotal ($):HiddenSubtotal after Minimum Fee ($):CAPTCHA
