Tax Estimate & Fit Check

Please complete this form to the best of your knowledge. The information you share helps us understand your situation and provide a more accurate estimate for your tax preparation. If you’re unsure about anything, include what you can and we will ask questions if we need further clarification.

First Name

Last Name

Phone

Are you filing single or with your spouse for the tax year?

Single

Married

I'm Not Sure

Do you have kids or others you support to be included in your return?

Yes, my kids

Yes, others I support

Did you sell any investments? (select all that apply)

Yes, stock(s) were sold

Yes, crypto currency was sold

Yes, other investments were sold

Did you buy/sell your home? (check all that apply)

Did you move to a new state?

Yes

Did you have any big income changes?

Yes

Are there old tax returns that still need to be filed?

Yes

Did you get any letters for the IRS or state that you want help with?

Yes

What made you look for a new tax professional this year and how did you hear about Mod Ledger?

Is there anything else you'd like to let us know about your tax situation?

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By submitting this form, you understand that any estimate provided is based solely on the information you share. Final pricing may change if additional documents, income sources, deductions and/or tax complexities are discovered during preparation. An estimate does not create a client relationship and does not guarantee that Mod Ledger will accept the engagement. All services require a signed agreement and payment in full before any work begins, and are subject to review and availability.