RMJR Tax and Accounting
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Tax Preparation
Accounting
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About
Tax Preparation
Accounting
Blog
RMJR Tax and Accounting
Tax Preparation
What is your name?
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Where do you live?
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What is your e-mail address?
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What is your phone number?
What is your occupation?
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What is your tax filing status?
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Single
Married, Filing Jointly
Married, Filing Separately
Head of Household
Not sure, help me out!
Which tax bracket are you in?
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$0 - $50,000
$50,000 - $100,000
$100,000 - $150,000
$150,000 - $200,000
$200,000 - $300,000
$300,000 - $400,000
$400,000 - $500,000
$500,000+
Do you have children or other dependents?
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Yes
No
What life events may impact your taxes?
Please check all that apply:
Got married
Got divorced
Had a child
Moved
Bought a home
Sold a home
Changed jobs
Worked in a different state
Worked in different country
What is your main source of income?
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Employee of a company (W2)
Freelancer or contractor (1099NEC)
Business owner
N/A, Student
N/A, Homemaker
N/A, Retired
If applicable, what is your spouse's main source of income?
Employee of a company (W2)
Freelancer or contractor (1099NEC)
Business owner
N/A, Student
N/A, Homemaker
N/A, Retired
What are your other sources of income?
Please check all that apply:
Second and/or side job as an employee of a company (W2)
Side work as a freelancer or contractor (1099NEC)
Interest (1099INT)
Dividends (1099DIV)
Stock sales (1099B)
Rental real estate investments
Partnership or S-Corp investments (K1)
Distributions from retirement accounts (1099R)
Social Security benefits (SSA1099)
Scholarships or grants
Alimony
Other
What deductions are you entitled to?
Please check all that apply:
Mortgage interest (1098) and/or property taxes
Donations to charity
Childcare payments
College tuition payments (1098T)
Student loan interest payments (1098E)
Significant medical bills
Other
Why are you looking for a new tax accountant?
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How did you hear about us?
Thank you! We will be in touch ASAP.