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If any of the following items pertain to you or your spouse for 2020, please check the appropriate box and provide additional information if necessary.

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* 1. Would you like us to provide you a tax organizer through Liscio or OTP Portal?

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* 2. Do you think you will need to extend your return?

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* 3. Did your marital status change during the year?

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* 4. Did your address change during the year? (If yes, please provide below)

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* 5. Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, please include with tax documents.

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* 6. Were you notified or audited by either the Internal Revenue Service or the State taxing agency? (If yes, please provide copies of notices with tax documents)

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* 7. Were there any changes in dependents? (If yes, please specify)

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* 8. Were any of your dependents unmarried, a full-time student, and 19 years of age or older at the end of 2020?

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* 9. Did you have any dependents (under age 19 or full-time students under age 24 at the end of 2020) have interest or dividend income in excess of $2,200?

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* 10. Did you receive any of the following IRS Documents? (If so, please include with tax documents)

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* 11. Did you make any contributions to a Health savings account (HSA) or Archer MSA?

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* 12. Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year?

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* 13. Did you have any foreign income or pay any foreign taxes in addition to those earned or paid through a brokerage account?

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* 14. Did you receive, sell, send, exchange, or otherwise acquire any financial interest in virtual currency in 2020?

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* 15. Did you receive any disability income?

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* 16. Did you receive any awards, prizes, hobby income, gambling, or lottery winnings?

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* 17. Did you start a business or farm, purchase rental or royalty property, acquire an interest in a partnership, S corporation or trust? (If yes, please provide details)

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* 18. Did you use your personal vehicle in your business other than to and from work?

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* 19. Was your home rented out or used for business?

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* 20. Did you purchase or dispose of any business assets (furniture, equipment, vehicles, real estate, etc.), or convert any personal assets to business use?

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* 21. Did you buy or sell any stocks, bonds or other investment property in 2020? (If so, please provide with tax documents)

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* 22. Did you purchase, sell, or refinance your principal home or second home? (If so, please provide HUD Closing Statements with tax documents)

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* 23. Did you take a home equity loan? If yes, what did you use the proceeds for? (please provide loan & closing documents)

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* 24. Did you make any purchases involving solar, wind, geothermal or fuel cell energy sources or make any energy saving improvements in 2018, 2019, or 2020?

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* 25. Did you have any debts cancelled or forgiven? (If yes, please provide with tax documents)

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* 26. Does anyone owe you money which has become non-collectible? (If yes, please provide details)

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* 27. Did you receive a distribution from a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)? (If yes, please provide with tax documents)

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* 28. Did you make a contribution to a qualified retirement plan outside of your employer? (If yes, please provide with tax documents)

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* 29. Did you transfer or rollover any amount from one retirement plan to another retirement plan? (If yes, please provide with tax documents)

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* 30. Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA in 2020? (If yes, please provide Form 1099-R with tax documents)

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* 31. Did you receive a distribution from an Education Savings Account or a Qualified Tuition Program? (If yes, please provide Form 1099-Q with tax documents)

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* 32. Did you receive a distribution from an Education Savings Account or a Qualified Tuition Program for elementary or secondary school (Kindergarten through 12th grade)? (If yes, please provide Form 1099-Q with tax documents)

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* 33. Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school? (If yes, please provide Form 1098-T with tax documents)

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* 34. Did you pay qualified higher education expenses for yourself, your spouse, or your dependent using Series EE U.S. savings bonds issued after 1989?

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* 35. Did you incur a loss because of damaged property within a Federally declared disaster area?

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* 36. Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)? If yes, please provide a summary of all the contributions made including amount, date, and name of the recipient in your tax documents.

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* 37. If you have an over payment of 2020 taxes, do you want all or part of the excess applied to your 2021 estimated tax (instead of being refunded)?

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* 38. Do you expect your 2021 taxable income and withholding to be different from 2020?(If so, please provide details)

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* 39. Did you make any 2020 Estimated tax payments? (If so, please provide amount paid and date paid if different than due date)

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* 40. Did you have an interest in, a signature, or other authority over a financial account in a foreign country such as a bank account, securities account, or any other financial account?

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* 41. Did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust or did you have an interest in any foreign assets or accounts?

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* 42. Did you engage the services of any household employees? (If yes, please provide with tax documents)

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* 43. Did you or your spouse make any gifts to an individual or trust that total more than $15,000?

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* 44. Do you want to allocate $3 to the Presidential Election Campaign Fund?

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* 45. Did your bank account information change within the last twelve months? (This information is used to direct deposit your refund. If yes, please provide the Financial Institution, Routing Number, Account Number, and specify Checking or Savings with tax documents)

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* 46. Is there anything we currently do that you would like to see changed, expanded or discontinued?

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* 47. For Self-Employed filing on Schedule C, E or F - Did you receive an Economic Impact Payment (EIP) as reported on Notice 1444?

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* 48. For Self-Employed filing on Schedule C, E or F - Did you receive a Paycheck Protection Program (PPP) loan? If yes, please provide the date and amount received.

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* 49. For Self-Employed filing on Schedule C, E or F - Did you apply for Paycheck Protection Program (PPP) loan forgiveness? If yes, has the loan been fully forgiven?

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* 50. Are you a telecommuting employee that was required to "shelter in place" due to local COVID-19 protocols while working in a state that was not your home state?

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* 51. Did you receive emergency leave sick pay?

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* 52. Did you receive emergency family leave wages?

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* 53. Did you receive any special unemployment benefits or compensation under the Coronavirus Relief Act during the year?

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* 54. If you are self-employed, were you unable to perform your self-employed activities due to coronavirus related care you provided to your son or daughter under the age of 18?

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* 55. If you are self-employed, were you unable to perform your self-employed activities due to coronavirus related care you provided to another?

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* 56. Did you receive a distribution from your retirement plan because of COVID?

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* 57. Did you receive either of the stimulus checks?

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* 58. If yes, what were the amounts of the stimulus checks you received?

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