1 STOP TAX SERVICES

    1 STOP TAX SERVICES
    CLIENT TAX QUESTIONNAIRE

    Taxpayer Information

    Last Name:

    First:

    Middle:

    Suffix:

    Marital Status:

    SSN:

    DOB:

    Age:

    Occupation:

    Home Phone:

    Email Address:

    Preferred Contact:

    Cell Phone:

    Street Address:

    Apt #:

    City:

    State:

    Zip:

    Did your marital status change during the year?

    Did your address change during the year?

    Spouse Information

    Spouse First Name:

    Middle:

    Last:

    Suffix:

    Marital Status:

    SSN:

    DOB:

    Age:

    Occupation:

    Cell Phone:

    Dependents (Children and Others)

    Name (Last, First)

    Relationship

    DOB

    SSN

    Months Lived with You

    Full-Time Student

    Did You Provide More Than Half of the Support?

    Do you provide a home for or help support anyone else, not listed above?

    Were there any births, deaths, marriages, divorces or adoptions in your immediate family in 2025 or 2026? (If
    yes, list details in “Other Information” Section on page 3)

    Could you be claimed as a dependent on another person’s tax return for 2025?

    Are you or anyone else disabled or a full-time student?

    If requested by the IRS, do you have documentation (i.e. receipts, records) to substantiate your eligibility for the
    Child Tax Credit, Earned Income Tax Credit and/or Head of Household Filing Status?

    Income Information

    Did you receive any income from employment as an employee or independent contractor? (If yes, attach
    Form W-2 and/or 1099-NEC)

    Did you receive any Unemployment Compensation in 2025? (If yes, attach 1099-G)

    Did you receive any Social Security benefits during 2025? (If yes, attach Form SSA-1099)

    Did you sell any Stocks/Investments in 2025? (If yes, attach 1099-B)

    Did you receive Interest Income from a savings account or dividends from mutual funds/investments?
    (If yes, attach Form 1099-INT and/or 1099-DIV)

    Did you have any gambling winnings or losses, including lottery, bingo and raffles? (If yes, attach W2-G)

    Did you receive, sell, exchange or dispose any virtual currency?

    RETIREMENT INFORMATION

    Did you or your spouse receive payments/distributions from a retirement plan such as a pension, 401K, IRA) in
    2024 or plan to in 2025? (If yes, attach Form 1099-R)

    Did you receive a distribution from a retirement plan in order to pay medical bills, for higher education expenses
    or to purchase a home in 2025?

    Did you make any contributions to a retirement plan such as a pension, 401K, IRA, SEP, SIMPLE in 2025?

    Did you convert an IRA to a Roth IRA or perform a Backdoor Roth IRA in 2025?

    HEALTH INFORMATION

    Did you purchase health insurance from the Healthcare.gov Marketplace in 2025? (If yes, attach Form 1095-A)

    Did you or your spouse participate in a Health Savings Account (HSA) or other Medical Savings Account in
    2024? (If yes, attach Form 1099-SA and Form 5498-SA)

    Did you/ spouse/dependent incur a substantial amount of unreimbursed medical expenses in 2025?

    HOUSING INFORMATION

    Do you own a home? (If yes, attach Form 1098 – Mortgage Interest and 2025 Property Tax Statement)

    Did you rent during 2025? If yes and total household income is less than $69,700, answer the following:

    a. Name and address of Landlord:

    b. Monthly rent paid in 2025:

    c. Number of months rented:

    d. Is Heat included in your rent payment?

    Did you sell and/or purchase a home in 2025 or 2026? (If yes, attach Closing Disclosure & 1099-S)

    Did you receive rent from real estate or other property? (If yes, attach support for income and expenses)

    Was your principal home or rental property foreclosed on in 2025 or 2026? (If yes, attach 1099A or 1099C)

    Did you make any energy efficient improvements to your home in 2025?

    (If yes, list amount $

    CHILD AND DEPENDENT CARE

    Did you receive dependent care benefits from your employer in 2025?

    Did you pay any child/dependent care expenses in 2025 for a child under 13 years old or costs to care for a
    handicapped individual? If yes, complete the following:

    Name of Child Care Provider:

    Provider EIN/Social Security Number:

    Provider Address:

    Amount Paid to Provider:

    EDUCATION

    Did you, your spouse or a dependent incur any tuition, fees or book expenses that were required to attend
    college, university or vocational school in 2025? (If yes, attach 1098-T and support for expenses)

    Did you, your spouse or a dependent receive scholarships or grants for higher education in 2025?

    Did you, your spouse dependent or receive a distribution from a 529 Plan or Education Savings Plan in
    2024?(If yes, attach Form 1099-Q.)

    Did you make any contributions to a 529 Plan or Education Savings Plan in 2025? (Attach support)

    Did you pay any Student Loan Interest in 2025? (If yes, attach Form 1098-E)

    ITEMIZED DEDUCTIONS

    Note: The IRS allows taxpayers to reduce their income by taking the higher of the Standard Deduction or Itemized Deductions. For
    2025, the standard deduction is $14,600 for Single Filers, $21,900 for HOH and $29,200 for Married Filers.

    Did you make charitable contributions in 2025? (If yes, attach receipts or acknowledgements from charity,
    cancelled check or other proof)

    Did you use your vehicle to provide volunteer services to a charity?

    Did you pay state taxes on new vehicle purchased or monthly lease in 2025?

    List your vehicle registration fees. $

    Did you owe State or Local taxes when you filed your 2025 Income Tax Return? If yes, please list amount paid in
    2025:

    MISCELLANEOUS QUESTIONS

    Did you purchase a new or used plug-in Electric Vehicle in 2025? If so, please list the make, model, vehicle's
    Vehicle Identification Number (VIN), purchase date and cost of vehicle on line below:

    Michigan Residents Only: Did you make any contributions to a Michigan First-Time Home Buyers Saving Program
    in 2025? If yes, please list the bank name, account number and beginning & ending bank balance:

    Did you work from home in 2025? If your employer is located in a city or state outside of your home location,
    you may qualify for a refund of city or state taxes paid. Please list dates you worked from home in “Other
    Information” Section below.

    BUSINESS INFORMATION

    Note: Complete this section if you received a 1099-NEC, 1099-MISC, 1099-K or own a small business.

    Date you started your business:

    Did you materially participate in this business in 2025?

    Did you pay estimated taxes in 2025?

    Do you have records to support your business expenses? If yes, please attach receipts,

    Did you use your vehicle for your business?

    Do you have written evidence to support your vehicle expenses? Please list the following:

    Business Miles Driven in 2025

    Commuting Miles Driven in 2025

    Other Miles Driven in 2025

    FILING QUESTIONS

    Did you receive or request a six-digit Identity Protection PIN number from the IRS?

    The IRS is able to deposit refunds directly into up to (3) taxpayer’s accounts. If you receive a refund, would you
    like a direct deposit?

    If yes, please provide the following information:

    Name of Bank

    Bank Routing Number

    Bank Account Number

    Type of Account

    Select type of Tax Return Copy for your personal files:

    How did you hear about our Tax Services?

    QUESTIONS, COMMENTS AND OTHER INFORMATION

    Testimonials

    5 star ratingI've come to 1 Stop for anything I need financially before I start searching on my own. 1 Stop has helped me purchase my last 4 vehicles. I've sold vehicles through 1 Stop. They have helped me buy and sell houses and even refinance. It's just amazing how extensive their business relationship network really is and how much money they can save you! I would highly recommend. Very professional and accommodating. I've always felt comfortable and never pressured. I've sent numerous family members and friends their and everyone has been very happy!
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    Jayson L. Avatar
    Jayson L.
    7/05/2019