Individual Tax Return | ARCC Consulting

Name (Please Enter Your Legal Name)

First

Last

Phone Number

similar an your

Email

Tax Client's Legal Name

How did you hear about us?

Each tax return you file would need a separate estimate.

If your child/dependent has a W2, and their income amount is required to be reported, they'll need to file their own tax return (even if a minor). If your child/dependent is under the age of 18, you would sign on their behalf.

If you're married, and planning on filing separtely, please state that here and remember to have each partner fill out the below in order to receive an estimate

Do you file as 1040 NR (non resident tax return)?

Yes
No

How many states do you normally file in?

What year did you last file your tax return in? (Example: TY24, TY25, TY26)

Did you give a gift of money and/or assets (such as being gifted a house, stocks, etc) to someone (The amount that needs to be reported is $19,000.00 and up) ?

Yes
No

If YES, we'll need to prepare and file a Gift Tax Return WITH your 1040.

Do you need a second opinion on a return already submitted/filed?

Yes
No

If Yes, we'd have to recreate a return as it was exactly filed; please select the type of tax documents and number of those documents to receive an estimate for this service.

Below are the common type of tax source documents we use to prepare a tax return. Please list how many of each documents you have in order to receive an estimate.

DO NOT LIST DOLLAR AMOUNTS

If you do not want to answer the questions below, upload the Last Tax Return that you filed with the government. By answering the questions below, you’ll receive a more accurate estimate.

Upload Last Tax Return (Optional)

Drag & Drop Files, Choose Files to Upload

This is for your individual tax return only. We do not need any other documents (at this time), and will not accept any other documents.

Did you upload a tax return to our secure Dropbox?

Yes
No

Income:

1099 Consolidated

1099 INT

1099 DIV shortened (1-2 pages)

1099 NEC/MISC

1099 SSA

1099 G

1099 SA

1099 R

How many Federal K1s do you have?

How many States (total) are on your K1s that you need to file in?

Business:

If you own a business and you are registered as a Single Member LLC or Sole Proprietor Sch C Complex (more than five rows on your financial reports)

How many Single Member LLCs/Sole Proprietorships do you own?

If you own a business and you are registered as a Single Member LLC or Sole Proprietor Sch C Simple (five rows or less on your financial reports)

How many Single Member LLCs/Sole Proprietorships do you own?

Rentals:

How many Rental Properties do you have? This will go on Sch E (need financial reports)

How Many Rental Properties did you sell (in the year us to start preparing your tax return)?

How many Rental Properties did you purchase? (in the year us to start preparing your tax return)?

Personal Residence

How many personal homes/residence did you sell this year? DO NOT INCLUDE RENTALS

Sch F (Farm Income/Financial Reports)

W2

W2 G

Sch A Deductions:

1098 mortgage

Property Taxes (how many properties are you paying property tax for that aren't through your mortgage loan lender/escrow that will show on your 1098 Mortgage)

1099 LTC

Form 4864 (Casualty & Theft)

Donations

If you have medical expenses, there is no fee for this, as you're required to provide total amounts on yearly questionnaire that you need to fill out

Other Deductions:

1095 A (Marketplace Health Insurance)

1098 E (Education)

1098 T (Tuition)

1099 Q (Withdrawl from College Education Savings Plan)

529 Brightstart (for IL, or if your state has a similar program)

Kiddie Tax (Federal)

5498 (IRA Contribution)

8889 (HSA)

Allimony

Yes
No

FBAR (if you have foreign bank account statements; you'll need to provide these to us)

Form 1116 (if income in foreign country; need to provide us with foreign tax return)

Form 2441 (Child Care)

Form 5695 (Residental Energy)

Form 8936 (Electric Vehicle)

SCH H (Household Employee: someone who works in your household partime/fulltime; such as a caregiver, nanny/au pair, chef, housekeeper, groundskeeper, personal assistant, etc)

Write in any other tax source documents that are not included above:

Are you interested in receiving Tax Planning?

Yes
No

This is for tax planning to prepare for current and upcoming tax years to maximize a tax return