Tax Planning Questionnaire

Family

Household and life-event basics

Filing status

Your date of birth

Spouse date of birth (if applicable)

Any major life changes this year?

Kids: any old enough to work, or hire in your business?

Children age 10 or under (born before 2025)?

Baby born in 2025?

We can file to open a Trump Account with a $1,000 government deposit — election needs to happen now even though the account opens later.

Supporting any elderly or dependent parents?

Adopted a child in 2025 or had qualified adoption expenses?

Financial Picture

Income, assets, and cash flow for strategy planning

Estimated tax bracket / income this year

Cash available for tax strategies this year Some strategies require an outflow or deferral of cash — this tells us what's realistic.

Is that cash flow level consistent for the next few years?

Current net worth (estimate)

Estate plan up to date?

Brokerage / investment account balances (combined estimate)

Did you sell stock, real estate, or crypto in 2025?

Real estate owned besides your primary residence

Do you gamble (casino, sports betting, poker, lottery)?

Charitable giving plans this year

Healthcare coverage type

Estimated annual out-of-pocket medical costs

State and local taxes paid (income + property + local) SALT deduction cap is $40,000 for 2025 (up from $10,000) — worth re-checking itemize vs. standard.

Retirement & Contributions

Deadlines for 2025 may still be open

Currently contributing to a retirement plan?

2025 IRA maxed out? ($7,000 / $8,000 if 50+)

2025 HSA maxed out? ($4,300 self / $8,550 family)

Are you or spouse age 60–63? New 2025 401(k) catch-up limit for this age band is $11,250, not the usual $7,500.

Self-employed: funded a SEP-IRA or Solo 401(k) for 2025?

Business Owners

Skip this section entirely if you don't own a business

Do you own a business?

Only fill out below if you answered "Yes" above

Business structure

Nature of the business

Projected net income this tax year

Full-time-equivalent employees (incl. you)

Meeting or beating last year's earnings?

Bought or started using new equipment, vehicles, or property in 2025?

Any of that purchased/delivered between Jan 1–19, 2025? Different depreciation rules apply to this specific 19-day window.

New manufacturing/production buildings placed in service in 2025?

Business loans or lines of credit? Ever told an interest deduction was limited?

R&D-type activity: developed/improved products, software, processes, or formulas?

Pass-through entity tax (PTET) election filed for 2025?

Sold C-corp stock in 2025?

QSBS (Section 1202) exclusion may apply if this was original-issue stock held 5+ years.

Employees who receive tips (salon, spa, barber, personal services)?

Home builder: do you build condominiums?

Sold farmland in 2025 to a continuing farmer?

Personal Items Worth Checking

New rules for 2025 that are easy to miss

Received tips as part of your job in 2025?

Earned overtime pay in 2025?

Bought a new personal vehicle with a loan (not lease) in 2025?

Must be new/first-owner, loan originated after 12/31/24, and U.S.-assembled to qualify for the interest deduction.

Are you or spouse age 65 or older? New deduction: $6,000 per qualifying person on top of the standard deduction.

Used telehealth before your health plan year started? Can affect HSA eligibility — worth confirming so it doesn't trigger a penalty.

Bought an EV in 2025?

EV credits ended for vehicles acquired after September 30, 2025 — the purchase date matters.

Installed solar, windows, insulation, heat pump, or other home energy upgrades?

These credits end after 12/31/25 — install date matters.

A Bit About You

So we can route this and give proper credit

Current mailing address

If new client, how did you hear about us?

Have you used a tax preparer or advisor before?

General availability for a Zoom review of your plan

Anything else we should know?

Secure File Upload

Required to finalize your plan

Please upload securely:
Your 2025 Form 1040 · any state return(s) · any separate business return(s)
Note any password on the file when you send it.