Personal Tax Complexity Check

1Tax year and return basics

Start with the return you are asking about. If more than one year is involved, list the primary year first.

Primary tax year *

What type of filing help do you need? *

Do you need help with more than one tax year? *

Yes No

Expected filing status *

Number of dependents *

U.S. tax residency situation *

How many W-2 forms are on the return? *

Taxpayer or spouse ITIN applications *

Did immigration or tax residency status change during the year? *

Number of state income tax returns *

Did you move between states or have part-year residency? *

Possible itemized deductions? *

Did anyone receive Form 1095-A? *

How many people received Form 1098-T? *

2Side hustle or Schedule C business

This includes freelance work, gig income, a sole proprietorship, and a single-member LLC reported on your personal return.

Did you have side-hustle, freelance, gig, sole-proprietor, or single-member LLC income or expenses? *

Yes No

3Rental properties

Counts and first-year, sale, short-term rental, and exchange activity can each change the work required.

Did you own, operate, sell, or exchange any rental property during the tax year? *

Yes No

4Brokerage, investments, and equity

Count consolidated 1099-B accounts or statements—not just the number of brokerage firms.

Did you have brokerage or investment items such as sales, capital-loss carryovers, options or futures, bond adjustments, or Treasury/I-bond interest? *

Yes No

Did you sell, exchange, stake, mine, or receive cryptocurrency or other digital assets? *

Yes No

Did you receive any Schedule K-1 forms? *

Yes No

Did you acquire, hold, exercise, sell, or have employer, startup, or private-company equity become worthless? *

Examples include RSUs, ESPP shares, ISOs, NSOs, an 83(b) election, or QSBS.

Yes No

5International tax and foreign reporting

Foreign accounts and entities can create separate information filings even when they produce little or no income.

During the tax year, did you have non-U.S. accounts, assets, income, entities, gifts, trusts, pensions, or cross-border issues? *

Yes No

Did you own or have signature authority over foreign financial accounts? *

Yes No

Possible Form 8938 foreign assets? *

Foreign gift or inheritance received? *

Foreign trusts (Forms 3520/3520-A) *

Foreign companies that may need Form 5471 *

Foreign-owned U.S. single-member LLCs (Form 5472) *

Foreign partnerships (Form 8865) *

Foreign disregarded entities or branches (Form 8858) *

Unique foreign funds / PFICs (Form 8621) *

Foreign tax credit / Form 1116 needed? *

Form 1116 income categories, if known *

Taxpayers claiming foreign earned income exclusion / Form 2555 *

Foreign pension or retirement plans *

Missed or late FBAR/international forms? *

Possible streamlined offshore disclosure? *

Expatriation or FIRPTA issue? *

Foreign-currency mortgage payoff event? *

International details (countries, entity or form types, if known)

6Benefits, life events, and other forms

These questions catch common additional forms and calculations that may not appear in the sections above.

Did you have special retirement-account or benefit reporting? *

Examples include backdoor Roth contributions, excess IRA contributions, an HSA, dependent-care FSA, or a 529 distribution.

Yes No

Did you sell a home, employ household help, make a large gift, claim an energy or casualty item, have an installment sale, or make a noncash/DAF charitable gift? *

Yes No

Need estimated-tax or safe-harbor calculations? *

Need a year-end tax projection? *

Uneven income requiring underpayment annualization? *

Estimated household income range *

7Timing and record condition

Please estimate the current condition of the information. You will not upload documents here.

How organized are the overall tax records? *

Do you need completion within five business days? *

Is paper filing known or required? *

Chinese documents needing translation *

Known deadline (optional)

Is an IRS or state notice involved? *

8Contact details

We will review the organizer and contact you about scope, next steps, and a tailored quote.

Name *

Email *

Phone (optional)

WeChat ID (optional)

Preferred contact *

Client status *

Anything else that may affect the return? (optional)

By submitting, you are asking us to review the information and contact you. This is not a tax filing, engagement agreement, or guaranteed quote. If you have questions, email jasper@foundationfinancetax.com.

Tell us what is part of your return