We've pre-filled this from your file. Please review and correct anything that's changed.
Contact Information
Spouse / Filing Partner
Dependents
A Few Quick Questions
These help us make sure we're asking for the right documents. Answer honestly — no wrong answers.
Life Changes
Did anything major change this year — marriage, divorce, new baby, or death in the family?
Please briefly describe the change so we can make sure we capture everything correctly.
Did your address change during 2025?
Income & Investments
Did you sell any stocks, bonds, or other investments during 2025?
Your brokerage will issue a 1099-B — make sure to include all brokerage statements in your documents.
Did you have any cryptocurrency transactions in 2025? Required
Please upload your complete transaction history from each exchange (Coinbase, Kraken, etc.) or from a crypto tax tool like Koinly or CoinTracker.
Did you start, close, or sell a business during 2025?
Please describe the business and what happened — we'll follow up with specific questions.
Did you receive any income from freelancing, consulting, or side work not reported on a W-2?
Please provide any 1099-NEC or 1099-MISC forms, and an estimate of total income if no 1099 was issued.
Property & Real Estate
Did you buy, sell, or refinance any real estate during 2025?
Please provide the closing disclosure / HUD-1 settlement statement for any purchase or sale.
Did you rent out any property during 2025?
Please provide a summary of rental income and expenses (or a P&L if you use property management software).
Foreign & Other
Did you have any foreign bank accounts or financial assets exceeding $10,000 at any point in 2025? Required
You may be required to file an FBAR (FinCEN 114). Please list the institutions and countries involved.
Did you receive any income from, or pay taxes to, a foreign country?
Please provide any foreign tax statements or details about the income source.
Did you receive any IRS or state tax notices in 2025?
Please upload or forward the notice — we'll review and advise.
Additional Questions from Your Advisor
Your 2025 Documents
Based on your 2024 return, here's what we're expecting. Upload each document individually, or mark it "Not This Year" if it no longer applies. If you uploaded a bulk PDF above, click "In Bulk Upload" on each item it covers. Every item must be resolved before you can submit.
ℹ️ Every item must be uploaded, marked Not This Year, or marked Not applicable before you can submit. 13 remaining.
Items resolved
0 of 13 resolved
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Review & Submit
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Summary
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Documents Uploaded
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Not This Year
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Firm provides
Questions Answered
✓ No major life changes · ✓ Address unchanged · ✓ No crypto transactions
✓ No real estate transactions · ✓ No foreign accounts · ⚠️ Freelance income (Jennifer) — 1099-NEC from Amherst uploaded
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