Tax Filing

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Thank you for choosing Money Honey Financial as your Tax Preparer! Please complete this initial questionnaire to help us assess your tax situation and determine how to best service you.

First Name *
First Name
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Last Name *
Last Name
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Spouse's First Name
If Applicable
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Spouse's Last Name
If Applicable
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Your Occupation *
Your Occupation
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Spouse's Occupation
If Applicable
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E-mail *
E-mail
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Phone Number *
Phone Number
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Street Address *
Street Address
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City *
City
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State
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Which tax year are you filing? *
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What was your filing status last year?
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How many dependents will you be claiming?
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Did you pay for child/dependent care expenses?
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Do you own your home?
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Did you earn wages or a salary? (Form W-2)
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If so, how many W-2s are you expecting?
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Did you have any Self-Employed or Business Income? (1099-MISC, Cash Received)
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If so, how many companies do you (and your spouse, if applicable) operate?
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What is your business entity type (if applicable)
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Did you work in more than one state?
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Did you work in the same state where you live?
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Did you receive Interest or Dividends? (1099-INT, 1099 DIV)
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Did you sell stocks, bonds or real estate? (1099-S, 1099-B)
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Do you have a capital loss carryover from previous years?
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Did you pay student loan interest? (1098-E)
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Did you pay or receive alimony?
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Have you received rental income or experienced rental loss?
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Have you received refund of state/local income taxes? (1099-G)
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Have you received Unemployment, Disability or Workers Compensation?
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Did you receive the first round of stimulus checks in 2020?
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Did you receive the second round of stimulus checks in 2020?
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Have you received distributions from retirement, pensions or IRA? (1099-R)
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Did you pay for education or receive scholarships/grants? (1098-T)
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Do you have a Health Savings Account? (Forms 5498-SA, W-2 with code W in box 12)
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How did you hear about Money Honey Financial's Tax Services?
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If referred by someone, please include their name.
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What is the best way to contact you?
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For Returning Clients: Do you need your password to the client portal reset?
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Please include any additional information you'd like to add about your tax life.
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