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> Tax Planning Questionnaire
Tax Planning Questionnaire
Personal Information
Name
Address
Date of Birth
Social Security Number
Filing Status (Single, Married Filing Jointly, etc.)
Income Sources
Employment income
Self-employment income
Investment income (dividends, interest, capital gains)
Rental income
Other income sources (alimony, pensions, etc.)
Deductions and Credits
Itemized deductions (mortgage interest, property taxes, medical expenses)
Standard deduction eligibility
Available tax credits (child tax credit, earned income credit, education credits)
Retirement contributions (IRA, 401(k), etc.)
Health Savings Account contributions
Investments and Assets
Current investment portfolio (stocks, bonds, real estate)
Recent sales of assets (stocks, real estate)
Any inherited assets
Business ownership interests
Cryptocurrency holdings
Retirement Planning
Current retirement accounts (401(k), IRA, etc.)
Expected retirement age
Projected retirement income sources
Pension plans
Other retirement savings plans
Future Financial Goals
Major purchases (home, car, etc.)
Education savings (529 plans, etc.)
Travel plans
Charitable giving intentions
Business expansion or investment plans
Estate Planning
Wills and trusts in place
Beneficiary designations
Life insurance policies
Power of attorney and healthcare directives
Recent estate valuations
Tax History
Previous year’s tax returns
Any audits or disputes with tax authorities
Changes in income or financial situation since last year
Carryover losses or credits from previous years
Any changes in tax laws that may affect your situation
Additional Considerations
Significant life changes (marriage, divorce, birth of a child)
Changes in residency or state taxes
International income or assets
Business expenses and deductions
Any other relevant financial information
Review and Follow-up
Schedule a follow-up meeting
Gather additional documents as needed
Update on any changes in financial situation
Confirm understanding of tax implications
Plan for future tax planning sessions
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