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Who We Help
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  - New Client
  - Employee Inquiry
- Blog
- FAQs
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New Client Questions

Please answer the questions below for us to review together.

1Personal Information

2Individual Filer Information

3Tax Payer and Spouse

4Additional Tax Questions

5Foreign Accounts and Trusts

6Dependents

Name(Required)

First Middle Initial Last Suffix

How can we help you?(Required)

Personal

Business

Non-Profit

Address(Required)

Street Address Address Line 2 City State ZIP Code

Email(Required)

Enter Email Confirm Email

Phone(Required)

At any time During 2022, did you receive (as a reward, award, or payment of property or services) or sell, exchange, gift, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?(Required)

(Bit Coin, NFT, Cryptocurrency)

Yes

No

Filing Status(Required)

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow(er)

Spouse's Name

First Middle Initial Last Suffix

Year spouse died

Please enter a number greater than or equal to 1920.

Tax Payer Information

Date of Birth(Required)

MM slash DD slash YYYY

Date of Death (if applicable)

MM slash DD slash YYYY

PIN (if applicable)

Occupation(Required)

Driver's License Number(Required)

State(Required)

Issue Date(Required)

MM slash DD slash YYYY

Expiration Date(Required)

MM slash DD slash YYYY

Spouse Information (if applicable)

Date of Birth

MM slash DD slash YYYY

Date of Death (if applicable)

MM slash DD slash YYYY

PIN (if applicable)

Occupation

Driver's License Number

State(Required)

Issue Date

MM slash DD slash YYYY

Expiration Date

MM slash DD slash YYYY

Did you or a member of your family have Health Care market place coverage in 2022?(Required)

Yes

No

Did you pay any student loan interest?(Required)

Yes

No

Did you make any federal or state estimated payments?(Required)

Yes

No

Did you pay alimony from a divorce agreement entered into prior to 2019?(Required)

Yes

No

Did you incur unreimbursed expenses working as a reservist, performing artis, or fee-basis gov’t official?(Required)

Yes

No

Are you receiving alimony from a divorce agreement entered into prior to 2019?(Required)

Yes

No

Did you work out of state for part of the year?(Required)

Yes

No

Did you pay into a retirement account that was not reported on your W2?(Required)

Yes

No

Did you pay into an HSA Account that was not reported through your employer?(Required)

Yes

No

Do you own rental properties?(Required)

Yes

No

Are you self-employed or a Single Member LLC?(Required)

Yes

No

Foreign Accounts and Trusts

At any time during 2022, did you have a financial interest in or signature authority over a financial account (such as a bank account, securities account, or brokerage account) located in a foreign country?(Required)

Yes

No

Name the foreign country where the financial account is located.

Did the total in these foreign bank account(s) reached more than $10,000 at any point in 2022?(Required)

Yes

No

During 2022, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?(Required)

Yes

No

Dependents

Did you pay education expenses for your dependent children?(Required)

(Childcare or College 1098 T included)

Yes

No

Do you have dependent(s) other than a child?(Required)

Yes

No

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Thomas H.

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We have been working with Denise for 3 years. She has always provided well thought out, easy-to-understand tax advice as it relates to our lifestyle and financial situation as well as preparation of our annual tax returns. We would not hesitate to recommend Denise and her staff for all your tax needs.

John O.

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I would give Denise and her staff 6 stars, if I could. Denise provides white glove services. I can do nearly everything remotely, my information is secure, and my questions are answered promptly. Her fee is reasonable. I'm glad I discovered Denise!

RH Jewlery

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Denise has been handling our business tax returns for several years now. She is dependable and will go the distance for her clients! I would definitely recommend her to others!

Ray F.

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Hating tax time! Dreading the worst. However, since dealing with Denise Calderon she has put my mind at ease and has always come through with flying colors! 5 Stars!

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Denise Calderon Certified Public Accountant Gradient

Recent Posts

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