Tax Preparation
A section-by-section checklist for your return — walk through what applies to you, note the documents we’ll need, and reach out when you’re ready to prepare and file with us.
DKA Tax Prep Questionnaire
Preview of our secure intake — online submission is launching soon.
Administrative Data
Client Email
Client Name
First
Last
Personal Information
Did we prepare your tax return last year?
Yes
No
Please provide last year's tax return(s)
Has your marital status changed since last year?
Yes
No
Please provide applicable legal documents (ie marriage certificate, divorce decree, etc)
Have you had any name or address changes?
Yes
No
Please provide a copy of your government ID reflecting the change
Are you legally blind?
Yes
No
Please provide a doctor’s certification
Do you want to designate a third party for IRS discussions?
Yes
No
Please provide IRS Form 2848 or designee section of 1040
Do you have any new children or dependents to claim?
Yes
No
Please provide a birth certificate or SS card
Has dependent status for taxpayer/spouse changed?
Yes
No
Please provide a proof of support or custody agreement if relevant
Employment and Income Section
Did you change jobs during the year?
Yes
No
Please provide W-2(s)
Did you work in or receive income from another state?
Yes
No
Please provide W-2s showing split state income, or 1099s with state info
Did you receive any foreign income?
Yes
No
Please provide Foreign pay stubs, Form 1116, or FBAR if >$10k
Government Benefits and Alternative Income
Are you receiving Social Security benefits?
Yes
No
Please provide SSA-1099
Did you receive disability income?
Yes
No
Please provide 1099-R or SSA-1099
Did you receive unemployment income?
Yes
No
Please provide Form 1099-G
Did you have gambling income?
Yes
No
Please provide W-2G or a win/loss log
Did you pay or receive alimony?
Yes
No
Please provide the Divorce decree
Did you receive a K-1?What is a K-1? A Schedule K-1 is an IRS tax form that reports income, losses, deductions, and credits from a pass-through business or financial entity to its individual owners. Instead of the business paying corporate income tax, the profits and tax liability are “passed through” to the owners, who then report the information on their own personal income tax returns (Form 1040). Business partnerships, S Corps, Estates, Trusts, and certain investments (master limited partnerships) typically receive a K-1.
Yes
No
Please provide Schedule K-1 (1065/1120-S/1041)
Do you expect a K-1 still to arrive after April 15?
Yes
No
Please provide expected K-1 info
Health Insurance
Did you pay self-employed health insurance?
Yes
No
Please provide Organizer entry or 1095 forms, if issued
Did you have marketplace coverage?
Yes
No
Please provide Form 1095-A
Did you contribute to an HSA?
Yes
No
Please provide Form 5498-SA
Did you use HSA funds for medical expenses?
Yes
No
Please provide Form 1099-SA
Retirement and Investments
Do you have a Roth IRA?
Yes
No
Did you make Roth IRA contributions?
Yes
No
Please provide statement(s) or Form 5498
Do you have a Traditional or Rollover IRA?
Yes
No
Did you make Traditional or Rollover IRA contributions?
Yes
No
Please provide Statement(s) or Form 5498
Did you make SEP/401(k)/other retirement contributions?
Yes
No
Please provide contribution statements
Is your retirement account balance greater than $500,000?
Yes
No
Please provide year-end statement(s)
Did you receive distributions from annuity, pension, or retirement?
Yes
No
Please provide Form 1099-R
Did you pay any penalty on early withdrawal?
Yes
No
Please provide Form 1099-INT or 1099-R
Do you have any other brokerage accounts?
Yes
No
Please provide Form 1099-B, 1099-DIV, or 1099-INT
Do you have CDs or bank accounts (interest/dividends)?
Yes
No
Please provide Form 1099-INT
Real Estate
Did you sell property during the year?
Yes
No
Please provide Form 1099-S or closing docs
Do you own rental property?
Yes
No
Please provide an Organizer, depreciation schedules, or 1099-MISC/NEC.
Did you acquire property this year?
Yes
No
Please provide the closing statement
Did you spend more than 750 hours in real estate property activity last year?
Yes
No
Please provide time logs or activity records
Did you pay real estate taxes?
Yes
No
Please provide property tax statement(s)
Did you have farm income/expenses?
Yes
No
Please provide a farm organizer or 1099 form(s)
Business Owner or Contractor Section
Did you buy, sell, or close a business?
Yes
No
Please provide an organizer or sale document(s)
Did you start a new business?
Yes
No
Please provide Organizer or EIN letter
Did you provide independent contractor services?
Yes
No
Please provide Form 1099-NEC or organizer
Deductions Section
Are you a trust beneficiary?
Yes
No
Please provide Schedule K-1 (1041)
Did you make donations?
Yes
No
Please provide Receipts or Form 8283, if donation was greater than $500 non-cash
Would you be interested in alternatives to donations that may help tax-wise?
Yes
No
Please provide brokerage statements or 1099-R, if QCD
Did you make energy-efficient home improvements?
Yes
No
Please provide receipts or manufacturer’s certification
Did you buy or sell a car or boat?
Yes
No
Please provide bill of sale or loan information
Did you have theft loss or casualty?
Yes
No
Please provide the insurance claim or police report
Did you have virtual currency transactions?Note: Examples of virtual currency transactions include buying or selling cryptocurrencies like Bitcoin or Ethereum, exchanging one virtual currency for another, receiving crypto as payment for goods or services, or using crypto to make purchases. It also includes earning crypto through mining, staking, or airdrops, or receiving it as a gift.
Yes
No
Please provide exchange statements, 1099-B/1099-K, or transaction log
Did you have cancelled debt?
Yes
No
Please provide Form 1099-C
Looking Forward
Do you plan to sell property in the near future?
Yes
No
Are you thinking of retiring and want to discuss plans?
Yes
No
Conclusion Section
Any other items worth mentioning?
Yes
No
Please describe the other items worth mentioning
Do you expect major changes next year?
Retirement
Change in Employment
Change of Address
New Child / Dependent
Change in Marital Status
Significant Change in Health or Medical Needs
Receipt of Large Sum of Money
Other
Please describe your other anticipated major changes
Do you have other questions or comments not already covered?
Yes
No
Please provide any questions, comments, or concerns
Any other expenses not covered above?
Yes
No
Please explain the other expenses not covered above
Please provide any documents were not uploaded elsewhere
SubmitSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
Ready When You Are
Let’s prepare your return, together.
Once you've gathered what applies to you, a founder will walk through it with you and take it from there.