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Has any of your personal information changed?
Yes
No
Did you work new jobs or add new income sources this year?
Yes
No
Did you receive new tax forms you’ve never had before?
Yes
No
Did your dependents or household change?
Yes
No
Did you have any life events that could impact your taxes?
Yes
No
Would you like help with tax planning or withholding adjustments for 2026?
Yes
No
Would you like to use the same bank account for your refund?
Yes
No
Did you receive any IRS notices or prior-year corrections?
Yes
No
Did you make any estimated tax payments this year?
Yes
No
Did you have any medical, childcare, or education expenses we should review?
Yes
No
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