Fee Estimate

Tell Us About Your Tax Return

Please answer a few questions about your tax situation so we can provide an initial estimate for preparing your individual tax return.

You do not need to upload your tax return or provide any tax documents at this stage. If we need additional information to finalize your estimate, we'll let you know.

This questionnaire should take just a few minutes to complete.

*First name

*Last name

*Email

What is your filing status?

Single

Married Filing Jointly

Married Filing Separately

Head of Household

I'm not sure

Do any of the following apply to you?

Self-employment or business income (Schedule C)

Rental Property (Schedule E)

S-Corp or Partnership Income (Schedule K-1)

Sale of investments (Schedule D)

Cryptocurrency or digital assets

Sale of home or other significant property

Income or tax filing requirements in more than one state?

Foreign income, assets or accounts

Non-cash contributions totalling more than $500

Other

Do you have any dependents with W2/Interest Income you'd like for us to file a tax return for?

Yes

Does this return involve any prior-year issues, amended returns, or tax notices that we should know about?

Yes

Is there anything else about your tax situation that you think may require additional work or that you'd like us to know about?

150 Grossman Drive, Suite 205

Braintree, MA 02184

Serving the South Shore and Greater Boston of Massachusetts

email: info@obtaxpartners.com

phone: 781-754-1080

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Fee Estimate

Tell Us About Your Tax Return

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