一，客户信息

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1. 客户姓名 Name *

2. 客户电话号码 Phone Number *

3. 客户邮箱地址 EMAIL *

4. You Status? 客户的移民身份：

4-1. 如果上一题选了其他, 请说明具体身份。

二，主要收入情况

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5. W-2 Form(s) for Wages, Salaries, and Tips *

6. Non Employee Compensation:Form 1099 NEC

7. 如果上一题选了 Yes 或者 其他, 请说明具体工作, 比如Uber Diver, 装修contractor, 咨询服务等等。

8. Interest Income Statements: Form 1099-INT & 1099-OID（是否有银行利息收入）*

8-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

9. Sales of Stock, Land, etc.: Form 1099-B（是否有股票售出） *

9-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

10. Unemployment Compensation Received（是否有领取失业金） *

10-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

11. Dividend Income Statements: Form 1099-DIV（是否有股票分红） *

11-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

12. Sales of Real Estate: Form 1099-S（是否有出售房产） *

12-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

13. Alimony Received or Paid（是否支付或者收到配偶抚养费） *

14. Do you have the health insurance Form 1095A？ 是否有医疗保险表格1095A. (备注：如果您有医疗保险表格 1095B,1095C：不需提供该文件给我们)

15. Retirement Income: Form 1099-R（是否有退休金收入） *

15-1. If Yes, how many copy of those Forms? 如果有, 一共几份该表格？

16. Do you have Foreign Financial Assets? 是否有海外金融资产?

16-1. If you answer "other" for above question, please fill in. 如果上一题回答others, 请填写具体资产

16-2. If you have overseas Financial Assets, how many accounts you have? 如果有海外金融资产，请问一共有几个账户？

16-3. Are you overseas company's shareholder? 是否为海外公司持股人？

16-4. If you are overseas company's shareholder, what's your shareholding ratio? 如果您是海外公司持股人，持股比率是多少？

17. If you have Foreign Financial Assets , does the total amount exceed $10,000? 如有海外资产，所有账户金额加起来是否超过1 万美金？（不是必填问题）

三，经营所有收入

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18. Do you own any type of business ? (是否自主经营公司） *

19. If you answer " Yes " for the above question , please select which type of business you own. (拥有何种类型的公司）

19-1. How many business you own ? 如果有，您一共有几个公司？(不是必填问题)

20. Form K-1 Income from Partnerships, Trusts, and S-Corporations *

20-1. If Yes，how many copy of those Forms? 如果有，一共几份该表格？（不是必填问题）

21. Real Estate Rental Income （房产出租收入） *

22. If you answer "Yes" for above question, how many Rental Properties you have ? (有几个出租房产)

23. Farm Income （经营农场收入） *

四，税务抵扣项

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24. Home Mortgage Interest from Form 1098(房产贷款利息表） *

25. IRA Contributions *

26. Child Care / Dependent Care Amounts Paid *

27. Adoption Expense *

28. Full Time Student Tuition Paid (是否支付全职学生学费） *

29. Charitable Cash Contributions（是否给慈善机构现金捐款） *

请留下任何希望我们会计师了解的其他情况：