Name * First Name Last Name Email * Subject * Message * Did you experience any significant life events (e.g., marriage, birth, adoption) during the tax year that may affect your filing status? Yes No If yes, Which applies to you? Marriage Birth Adoption Elder Care What was your marital status as of December 31 of the tax year? Single Married Filing Jointly Married filing separately Head of household Qualifying widow Did you financially support any dependents during the tax year? Yes No Income Information: Employment Self-Employment Rental Investment Did you make any contributions to retirement accounts (e.g., 401(k), IRA)? Yes No Do you have any eligible education expenses or student loan interest payments? Yes No Did you purchase a home during the tax year or have mortgage interest to report? Yes No Thank you!
