Take Survey – BATSolutions

First Name

Last Name

Phone Number

Home Address

What is your filing status?

What is your DOB

What was your occupation title in 2022?

How many states did you work/live in during 2022?

Does any one claim you on their taxes?

Do you have any Dependents? If so, provide each dependent's Full Name/DOB/SSC.

How many W-2's are you expecting?

How many 1099's are you expecting?

Are you the owner of a small business?

If so, what is the name of your business?

If so, what is the EIN? Ex:(87-9998700)

Is your home and business address the same?

Have you been paid any dividends in 2022?

Did you buy or sell any stock in 2022?

At any time during 2022, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?

Did you receive any Unemployment Compensation in 2022?

Did you sell any property or personal property in 2022?

Have you purchased any property in 2022?

Did you own any property during 2022?

Were you a first-time homebuyer in 2022?

Were you a student anytime during the year 2022?

Did you make student interest loan payments in 2022?

Have you made any contributions to a Roth IRA in 2022?

Did you take any money out of an IRA in 2022?

Have you had any dental/medical expense this year that were not reimbursed?

Have you made any charitable contributions this year?

Did you pay personal property tax? (Ex: Purchased a car)

Have you had any items damaged in 2022 from fire or disaster?

How is your health insurance provided?

What is your driving license number?

In which state is your driver's license issued?

What is your driver's license issuance date?

What is your driver's license expiration date?

Have you received an E-Filling PIN from the IRS?

Provide routing & checking account information for direct deposit.

[NOT REQUIRED] If we have worked together in the past, we would like to hear from you regarding our service. Please provide us feedback below.

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