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What is your tax filing status?
Your filing status determines your tax bracket and deductions. Let’s get this right to maximize your benefits!
What types of income do you have? (Check all that apply)
Income sources can affect your tax calculations and deductions. Please select all that apply to you so we can recommend the right tools.
*Select one or more options
What is your citizenship and residency status?
Your citizenship and residency status affect your tax filing requirements. Let’s get this detail sorted to ensure accurate results.
Are you filing taxes for the standard 12-month calendar year?
Most individuals file taxes based on a calendar year. If your tax period is different, let us know so we can adjust accordingly.
What type of deductions will you claim?
Don’t worry about choosing the type of deduction. We’ll analyze your income and expenses and recommend the best option.
Do you have children or dependents to claim on your taxes?
Claiming dependents can unlock tax credits and savings. Let’s see if you qualify!
Do any of the following apply to you or your spouse? (Check all that apply)
Details about your household situation are essential for accurate tax calculations. We’ll use this information to tailor the results to your unique needs.
*Select one or more options
What is your approximate annual gross income?
Knowing your income range helps us calculate accurate taxes and recommend strategies for your situation.
Do you typically expect a tax refund or owe taxes?
Refunds and balances due give us insight into your tax habits. This helps us design a plan tailored to you.
What are your main goals for tax planning? (Check all that apply)
Your goals shape our recommendations. Let’s focus on what matters most to you!
*Select one or more options
To get your preliminary estimate, please send us your current information. We’ll reach out if we have any questions. Thanks!
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