Client Eligibility Screener

Before we begin: This questionnaire helps us determine if we can assist with your tax return. Please answer all questions accurately. Completion does not guarantee acceptance of your tax return.

Question 1 of 6 0%

Question 1 of 6

In which state did you live and work for the entire year of 2025?

Florida, Alaska, New Hampshire, South Dakota, Tennessee, Texas, Washington, or Wyoming

Another state

Question 2 of 6

Did any of the following occur during the tax year?

Moved to or worked in another state

Got a divorce

Bought or sold a home

None of the above

Question 3 of 6

Do you have any of the following?

Prior-year unfiled tax returns

Which year(s)?

2024

2023

2022

2021

2020

2019

Prior-year filing price: $89.99

IRS notices or letters

Owed taxes last year

None of the above

Question 4 of 6

Which tax documents have you received (or expect to receive)?

W-2

1099 (1099-NEC, 1099-INT, 1099-DIV, 1099-B, etc.)

SSA-1099, 1099-R

Other tax forms

None yet

Question 5 of 6

How did you earn income during the tax year 2025?

Wages or Salary (W-2), Tips, IRA distributions, and/or Social Security Benefits

Interest Income (bank accounts, bonds, CDs), and/or Dividend Income (stocks, mutual funds)

Independent Contractor (1099-NEC, 1099-K, etc.)

Sale of Stocks or Other Investments

Other types of income

Note: Certain income types may require additional review or may not be accepted.

Question 6 of 6

Would you like to add E-Filing for $9.99?

Yes, add E-Filing ($9.99)

No, I'll mail it myself

Important: Completion of this questionnaire does not guarantee acceptance of your tax return. Pricing and acceptance are determined after review of all tax documents.

Why should you E-file?

Eliminates the hassle and cost of mailing your return yourself
Allows the IRS to receive your return faster
Helps you to get your refund even sooner
Provides confirmation when your return is accepted
Adds peace of mind