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8204 Fenton street Ste 208, Silver Spring, MD 20910

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QBO Accounting
Tax Service
Business Strategies
Print or Publish
Research Services
Tutor & Training
Min e-Library
- Books
- Research articles
Locations
Contact
Careers

Start Your Tax Return Remotely

Please fill out the questionnaire below to get started with your tax return. We will reach out within one week with additional questions. Please call, text, or email us if you need assistance with any of the following questions or you need your tax return escalated.

Tax Questionnaire

Full Name

Email

Phone Number

Social Security Number

Address

Tax Year(s) You Want to File

2029 2028 2027 2026 2025 2024 2023 2022 2021 2020 2019 2018 other

Filing Status *

Spouse's Full Name

Spouse's Social Security Number

Spouse's Email

Do you have any dependents?

Dependent's Information

How many months did your dependents live with you for the tax year(s) in question?

What percentage of support did you provide your dependents?

Please let us know your main profession

Do you have health insurance the whole year?

Do you rent or own house?

Monthly Rent

Did you make any estimated tax payments for the tax year in question?

Please provide the dates and amounts for your estimated tax payments.

If you are owed a refund, would you like for it to be direct deposited?

Banking Information

What income sources apply to you?

W-2 1099-Nec Rental Income Partnership Income (K1) Crypto Income Social Security (SSA-1099) Dividend Income (1099-DIV) Canceled Debt (1099-C) 1099s S-Corp Income (K1) Trust Income (K1) Foreign Income Stock Income (1099-B) Interest Income (1099-INT) Gambling/Sports Betting Income (W2-G) Business / Self-Employed Income C-Corp Income (K1) Royalty Income (K1) Retirement Distribution (1099-R) Unemployment (1099-G) Scholarship Income (1098-T) Other / None

What deduction sources apply to you?

Business Expenses Tip Deduction (No Tax on Tips New Tax Law) Education Deduction (1098-T) Student Loans Interest (1098-E) Adoption Credit Health Insurance Premiums Property Taxes Overtime Deduction (No Tax on Overtime New Tax Law) Charitable Contributions Retirement Contributions (Form 5498) Solar Panels/Energy Credit HSA Contribution (5498-SA) Mortgage Interest (1098-MIS) Personal Vehicle Interest (New Tax Law) Medical Expenses Gambling Losses Clean Vehicle Credit Other / None

Upload All Tax Files You Selected Above, Here

Add Notes For Our Firm For Any Income/Deduction, Here

Upload Picture of Driver's License

Would you like us to create a client portal for you?

A client portal gives you access to all the tax returns we've filed for you, along with other perks.

I accept the terms and conditions and that all the information above is true.

By signing below, you are attesting all the information above is free of errors. You are attesting that all tax credits and deductions obtained are lawfully being claimed.

We are America’s best tax preparers & small business consultants ready & willing to earn your business now. Please call & make an appointment today

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(771) 243-8251
admin@dcbrinc.com
8204 Fenton street Ste 208, Silver Spring, MD 20910

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