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(786) 789-1554
Email info@greenlightfinancial.net
Home
Services
Bookkeeping in Miami
Amending a Tax Return
Tax Services in Miami
Tax Planning and Strategy
Accounting Services
Real Estate Accounting
Cryptocurrency Investing and Trading
Royalty Accounting (Music Industry)
Cannabis Business And Taxes In Florida
Registering a Company in Florida
International Business
Other Speciality Services
Resources
Frequently Asked Questions
Blog
Contact Us
2022 Tax Questionnaire – Personal
Please enable JavaScript in your browser to complete this form.
2022 QUESTIONS (If married, please answer for you and your spouse)
Name
*
First
Last
Email
*
Birthday
*
Are you Married and Filing Jointly?
Yes
No
Please Add Your Spouse's Birthday
*
Do You Have Dependents?
Yes
No
Please Add Your Dependent's Birthday(s)
NEW CLIENTS ONLY, PLEASE SUBMIT (Check each box):
Copy of Identification (License or Passport) with DOB
Copy of Prior Year Return
Please Upload Documents
Click or drag files to this area to upload.
You can upload up to 100 files.
Did you have Obamacare? If so, we need Form 1095-A
Yes
No
Any access to foreign bank accounts? Or do you have an interest in a foreign corporation?
Yes
No
If Yes, did the accumulated balance of ALL foreign accounts exceed $10,000 USD at any point?
Yes
No
Did you receive, sell, exchange, gift or dispose of a digital asset (e.g. cryptocurrency, NFT)?
Yes
No
Did you receive a letter from the IRS with a six-digit Identity Protection pin?
Yes
No
Did you purchase or sell any real estate (investment, primary residence)?
Yes
No
Did you utilize any third-party processor (such as CashApp or Venmo)?
Yes
No
There may be additional fees in the event a 1099-K was issued to you.
Do you or your business have at least 10% ownership (direct or indirect) in a foreign corporation?
Yes
No
If you file a Schedule C did you pay for any health insurance premiums?
Yes
No
If yes, we need a monthly premium amount per family member.
Any major changes we need to be aware of, e.g. getting married or divorced, birth of child, change of address, etc?
Yes
No
If yes, please explain:
If you normally end up owing taxes to IRS, we recommend making quarterly estimated tax payments. If you need our help making these payments on your behalf, check this box.
Send me more info on EST tax payments
DOCUMENTS AND INFORMATION REQUEST
Sources of Income
W-2
K-1
1099-SSA
If you received a 1099, please send us your expenses against that income.
Sources of Income
Click or drag files to this area to upload.
You can upload up to 100 files.
IRA Contributions
Click or drag files to this area to upload.
You can upload up to 100 files.
Year-End Brokerage Statements
Click or drag files to this area to upload.
You can upload up to 100 files.
Dependent care information for children 13 and under (Name of School, EIN, Amount paid per child)
Click or drag files to this area to upload.
You can upload up to 100 files.
Tuition Statement and/or Student Loan Interest
Click or drag files to this area to upload.
You can upload up to 100 files.
If you ITEMIZE DEDUCTIONS, please send the following: Mortgage Interest Statement (Form 1098), Property Taxes, Charitable Contributions, Medical Expenses (total amount spent in 2022)
Click or drag files to this area to upload.
You can upload up to 100 files.
TAX CREDITS
Please check the box if you believe you may qualify for the following tax credits:
Dependent
Child Tax Credit
Child and Dependent Care Credit
Adoption Credit
Education
American Opportunity Tax Credit
Lifetime Learning Credit
Student Loan Interest Deduction
Income
Earned Income Tax Credit
Retirement
IRA Contributions deduction (Traditional IRA)
401(k) Contributions deduction
Medical
Health Savings Account (HSA) Contribution's deduction
Educators
Educator Expenses Deduction for teachers
Energy
Residential energy credit (purchase alternative energy products - solar)
Submit
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