1. Basic Information
- Full name and email
- State of residence (or country if outside U.S.)
- Filing status (e.g., MFJ, Single)
- Do you have children or dependents?
- Are you a U.S. resident?
2. Income Summary
- Estimated total income (AGI)
- W-2 income (self + spouse)
- 1099 income (self + spouse)
- Self-employment income?
- Federal/state taxes paid last year
- Estimated federal tax paid this year
- Self-employment tax paid (last year + this year)
3. Tax Filing History
- Did you file Form 1040 last year?
- Did you file a state return?
- How did you file? (Self, CPA, Software)
4. Business & Entities
- Types of entities used (S-Corp, LLC, etc.)
- Net business income
- S-Corp W-2 salary amounts (if applicable)
- Do you employ your children? W-2 wages?
- Do you or spouse operate a C-Corp?
5. Real Estate Holdings
- Are you or spouse active in real estate?
- Real estate license?
- # of STRs, LTRs, and flips
- Estimated income from flips
- STR average stay & hours managed
- LTR hours managed
- Days of personal use on STRs
- Do you own properties with partners?
- Property holding types (LLC, Trust, etc.)
- States where properties are located
6. Depreciation & Cost Seg
- Do you track property basis?
- Estimated depreciation claimed
- Was it confirmed by a CPA?
- Depreciation source (books, K-1s, etc.)
- Any properties fully depreciated?
- AMT risk from depreciation?
- Section 179 claimed?
- Form 3115 filed?
- Cost seg study done? If yes, how many & value?
7. Grouping & Passive Activity
- Grouping election filed?
- If yes: What was grouped?
- REPS hours tracked (self + spouse)?
- Logs maintained?
- Passive losses carryforward?
- Pre-2018 carryforward losses?
8. K-1s & Syndications
- Total K-1s received
- Are all K-1s real estate related?
- Any K-1s from STRs?
- Grouping elections made on K-1s?
- LP/GP role?
- Basis known? Estimated?
- K-1 income, passive income, and suspended losses
9. Deductions & Tax Deferral
- Do you have a retirement plan? Type?
- Health Savings Account contributions?
- Childcare or dependent care deductions?
- Home office or business vehicle deductions?
- Augusta Rule used?
10. Exit Planning & Audit Risk
- Planning to sell property this year?
- Sold any property last year? (held > 1 year)
- Sold any partnership interest?
- Plan to exit real estate in 1–3 years?
- Bookkeeping system quality?
- Received any IRS notices?
- Ever been audited?
Reminder: You will not be asked to upload documents, tax returns, or any personal identifiers. All answers are based on your self-report.