Tax Preparation Intake — Peridot Financial Solutions

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Personal Information

First Name *

Required.

Last Name *

Required.

Email Address *

Please enter a valid email.

Phone Number

City / ZIP Code *

Date of Birth

Filing Status *

Do you have any dependents?

Yes No

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Income Sources

Select all income types that apply to you. Each one will expand to ask a few additional questions.

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W-2 Employment Income

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How many W-2 employers did you have?

Employer name(s)

Type to search or enter any employer name and press Enter.

Do you have your W-2 form(s) ready?

Yes No — still waiting

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Self-Employment / Freelance Income (Schedule C)

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Business name (if any)

Type of business / industry

Approximate gross income

Approximate expenses

Did you receive 1099-NEC or 1099-MISC forms?

Yes No — cash/direct pay only Both

Do you use your home for business? (home office)

Yes No

Do you use a vehicle for business?

Yes No

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Rental Property Income (Schedule E)

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Number of rental properties

Property address(es)

Total rental income received

Total rental expenses

Did you use the property personally at any point?

Yes No

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Investment Income (1099-B, Dividends, Interest)

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Which types of investment income do you have?

1099-B (stock / securities sales) 1099-DIV (dividends) 1099-INT (interest income) Cryptocurrency sales or exchanges

Brokerage / financial institution(s)

Do you have your 1099 statements ready?

Yes No — still waiting

Did you sell any investments at a loss?

Yes No Not sure

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K-1 Income (Partnership / S-Corp)

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How many K-1s do you expect?

Entity name(s)

Type of entity

Partnership (1065) S-Corporation (1120-S) Trust / Estate Multiple

Do you have your K-1 form(s) ready?

Yes No — still waiting

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Social Security Income (SSA-1099)

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Total Social Security benefits received (Box 5 of SSA-1099)

Did you have Medicare premiums deducted from your benefits?

Yes No Not sure

Do you have your SSA-1099 form?

Yes No

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Deductions & Credits

Select any deductions that may apply to you. Each will expand to ask a few follow-up questions.

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Prior Year & Additional Information

Did you file a federal tax return last year?

Yes No Filed an extension

Do you have a copy of your prior year return?

Yes No

Did you make any estimated tax payments this year?

Yes No Not sure

Any major life events this year that may affect your taxes?

Married or divorced New dependent / child born Bought or sold a home Started or closed a business Job change or significant income change Inherited money or assets Received forgiven debt

Do you have any outstanding IRS notices or unfiled prior years?

Yes No

Preferred tax refund / payment method

Direct deposit Check by mail Apply to next year

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Final Details

How did you hear about us?

Preferred contact method

Email Phone call Text message

Best time to reach you

Morning Afternoon Evening Anytime

Anything else you'd like us to know?

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Thank you, .

Your tax preparation intake has been received. Cameron will review your information and be in touch within one business day to confirm your engagement and next steps.

Questions in the meantime?

cameron@peridotfs.com
214-458-6686