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Client Packet Questionnaire

Completing this section will take approximately 30 minutes to fill out. Please note the form does not save so you must complete the form and submit.

 

Dear Client:

Thank you for your continuing relationship with Stephenson & Warner. We have implemented several changes to serve you better.

In order to prepare your tax return accurately and to optimize your tax savings, we would like for you to fill out the attached set of questions that will help us identify applicable tax savings and help you comply with current tax law.

Also, please sign the attached 2025 Annual Engagement Letter. This will need to be emailed or mailed back to us. (Can be dropped off) We will require payment for our services at the time of pickup this year. Services can be paid for with check or credit card. We have enclosed a credit card authorization form for your convenience.

For your convenience, our office hours during tax season will be as follows:


West Chester: 

Monday- Thursday- 8:30am- 5:30PM

Friday- 8:30- 4:00PM

Saturday By Appointment Only

 

Hamilton:

Monday-Thursday 8:00 am – 6:00pm

Friday 8:00 am – 5:00pm

Saturday (Hamilton office only) * 8:30 am – 3:00pm

 

Oxford:

By Appointment Only

 

* The deadline to send or bring us your tax preparation information is March 15th, 2026. Documents sent by mail must also be received by this date. Any tax documents received after March 15, 2026 will warrant filing an extension.

 

Very truly yours,
Larry F. Warner, Jr.
Managing Partner

 

1502 University Boulevard | Hamilton, OH 45011 | T: 513-868-8600 | F: 513-868-8620 
4938 Wunnenberg Way, Suite B | West Chester, OH 45069 | T: 513-860-3502 | F:513-860-3503
5995 Fairfield Road | Oxford, OH 45056 | T: 513-523-6664 | F: 868-8620
Stephenson and Warner, Inc. Certified Public Accountants logo

Client Packet Questionnaire

* indicates required field

E-mail Address
Taxpayer Driver's license/state ID number
Issue Date
Expiration Date
Signature
Spouse Driver's license/state ID number
Issue Date
Expiration Date
Signature

Information Update

Client Name
Best number to reach you
Best number to reach your spouse
Permission to send you text messages Permission to send you text messages
yes
no
E-mail Address
Stephenson & Warner does send out a monthly newsletter packed with tax updates, IRS changes and tax/ retirement planning information. Clients often share how much they benefit from the tax and planning tips. Shall we add you to the mailing list? Stephenson & Warner does send out a monthly newsletter packed with tax updates, IRS changes and tax/ retirement planning information. Clients often share how much they benefit from the tax and planning tips. Shall we add you to the mailing list?
Yes please
No but thank you
Physical Address Changes
Would you like an electronic PDF copy of your tax return instead of a paper copy that you can sign digitally for us to initiate filing for you? Please indicate your preference below. Would you like an electronic PDF copy of your tax return instead of a paper copy that you can sign digitally for us to initiate filing for you? Please indicate your preference below.
Yes - I would like an electronic PDF copy of my tax return sent to my secure portal and I will sign my tax returns digitally and send it back to you after I have reviewed my returns. I will pick up my original documents - if any - the next time I visit your office
Yes - I would like an electronic PDF copy of my tax return sent to my secure portal but I will sign my return with a paper form 8879 since I must return to the office to pick up my original documents anyway
Yes - I would like an electronic PDF and a paper copy of my tax return. I understand there is an additional $25 fee for this
No thanks - I prefer a paper copy of the tax returns.

* Note - any original source documents not picked up within 4 weeks of returns being completed will be mailed back to the client.

Initial
clear

This is a list of the most common items we’ll need to finish your returns. We’ll call you if we need anything else. (You don’t need to return this to us; unless you make notes, we should be aware of.)

2025 Information Checklist

2025 Information Checklist 2025 Information Checklist
Completed client questionnaire
Signed engagement letter
All return packets or mailing labels sent to you by the various taxing agencies
All W-2’s
All 1099 forms received confirming income from interest - dividends - retirement - social security - disability - unemployment - gambling winnings - 1099k for business credit card receipts - etc.
All income information and tax documents for children - if you want us to prepare their required returns
Year-end statement of mortgage interest (Form 1098) or escrow activity and balance on mortgage or home equity loans and real estate taxes paid. If Form 1098 represents home equity loan interest please let us know how much of the home equity loan was used to improve the main house
Total of all receipted charitable contributions and details for any non-cash contributions over $500
Copies of all trust - partnership - or s-corporation k-1’s (send separately later if everything else is ready and let us know it’s coming)
If you bought - sold - or refinanced real estate then a closing statement (HUD) for each
If you sold any shares of mutual funds and cost basis information is not provided by the broker - detail all activity in the funds sold from original purchase date through date of sale date (year-end summary statements are ideal)
If you are claiming auto mileage as a deduction- for business or rental properties - we need to know: total miles - commuting miles - and business miles driven for the year
If you lease your car or are deducting actual expenses - please also provide: original value of the car (what you could have bought it for) and date of lease & all expenses for lease payments-gas -car washes licenses-insurance-tires-repairs-etc.
Copies of federal & state or local tax correspondence during the year (including all payments made or refunds received)
All legal documents for formation & sale or purchase of a business during the year and all legal documents for divorce decrees
Voided check for account where refunds should be direct deposited *New: Per recent legislation all refunds must be directly deposited. Federal paper checks will no longer be issued. Note: Joint refunds cannot be deposited into single owner accounts
All 1095 forms related to your health insurance
If you wish to claim education related credits (please provide a transcript of charges and payments made)
If you own a business or rental property please provide details on any repairs and or asset expenditures exceeding $2500
Details on crypto-currency trading
Details on any foreign bank accounts or foreign investments greater than $10,000
Tax forms or letters related to stimulus payments checkbox Tax forms or letters related to stimulus payments checkbox
Tax forms or letters related to stimulus payments received and/or child care tax credit payments and/or identity protection pins

Please answer the following questions and include all necessary details and documentation. *Note Any Questions answered YES will need to have detail provided

Personal Information

Did your marital status change during the year? Did your marital status change during the year?
yes
no
If yes, explain
Did you live separately from your spouse during the last six months of the year? Did you live separately from your spouse during the last six months of the year?
yes
no
Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year? Do you have a separate decree, instrument, or agreement and are not living in the same household by the end of the year?
yes
no
Please provide a copy if we do not have
Did your address change from last year? Did your address change from last year?
yes
no
Can you be claimed as a dependent by another taxpayer? Can you be claimed as a dependent by another taxpayer?
yes
no
Do you have a bank account or other type of account with a routing transit number (RTN) and account number that can be used to direct deposit (or direct debit) funds? Direct deposit is now mandated for federal tax refunds, so please provide if we do not already have. Do you have a bank account or other type of account with a routing transit number (RTN) and account number that can be used to direct deposit (or direct debit) funds? Direct deposit is now mandated for federal tax refunds, so please provide if we do not already have.
yes
no
Do you, your spouse (if applicable), and any dependents have a taxpayer identification number (SSN, ITIN, or ATIN)? Do you, your spouse (if applicable), and any dependents have a taxpayer identification number (SSN, ITIN, or ATIN)?
yes
no
Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, attach the IRS notice for filing returns in 2025. Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, attach the IRS notice for filing returns in 2025.
yes
no
Did you reside in or operate a business in a Federally declared disaster area? The Federally declared disaster areas include victims of hurricanes, tropical storms, floods, as well as wildfires and other disaster situations. Did you reside in or operate a business in a Federally declared disaster area? The Federally declared disaster areas include victims of hurricanes, tropical storms, floods, as well as wildfires and other disaster situations.
yes
no

Dependent Information

Were there any changes in dependents from the prior year? Were there any changes in dependents from the prior year?
yes
no
If yes, explain
Did the children who live with you spend more than half the year with you in the United States? Did the children who live with you spend more than half the year with you in the United States?
yes
no
Do you have children under age 19 or a full-time student under age 24 with investment income in excess of $2,700? Do you have children under age 19 or a full-time student under age 24 with investment income in excess of $2,700?
yes
no
Do you want us to prepare a dependent return who must file only if the refund exceeds our fee? Do you want us to prepare a dependent return who must file only if the refund exceeds our fee?
yes
no
Did you provide over half the support for any other person(s) other than your dependent children during the year? Did you provide over half the support for any other person(s) other than your dependent children during the year?
yes
no
Did you pay for childcare while you worked, looked for work, or while a full-time student? Did you pay for childcare while you worked, looked for work, or while a full-time student?
yes
no
Are there any other person(s) who lived with you more than half the year in the United States but not claimed by you last year? Are there any other person(s) who lived with you more than half the year in the United States but not claimed by you last year?
yes
no
Is there any other person(s) who lived with you more than half the year but not claimed by you last year? Is there any other person(s) who lived with you more than half the year but not claimed by you last year?
yes
no
Did you pay any expenses related to the adoption of a child during the year? Did you pay any expenses related to the adoption of a child during the year?
yes
no
If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities? If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities?
yes
no
Please provide it if you have not already done so
Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter. If yes, attach the IRS notice for use during the 2026 filing season. Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, attach the IRS letter. If yes, attach the IRS notice for use during the 2026 filing season.
yes
no
Do you have an eligible child under age 18 and want to open a new tax-deferred investment account called a “Trump Account” that will be available in July 2026? Do you have an eligible child under age 18 and want to open a new tax-deferred investment account called a “Trump Account” that will be available in July 2026?
yes
no
If you initiate a Trump Account for any eligible child born in 2025, a contribution pilot program provides a $1,000 contribution. Do you wish to receive the contribution? If you initiate a Trump Account for any eligible child born in 2025, a contribution pilot program provides a $1,000 contribution. Do you wish to receive the contribution?
yes
no

Purchases, Sales, and Debt Information

Did you start a new business or purchase rental property during the year? Did you start a new business or purchase rental property during the year?
yes
no
Type of Property Type of Property
Business
Rental Property
Did you have ownership interest in a business? Did you have ownership interest in a business?
yes
no
Did you sell, exchange, or purchase any assets used in any of the above businesses? Did you sell, exchange, or purchase any assets used in any of the above businesses?
yes
no
Did you acquire a new or additional interest in a partnership or S corporation? Did you acquire a new or additional interest in a partnership or S corporation?
yes
no
Did you sell, exchange, or purchase any real estate during the year? Did you sell, exchange, or purchase any real estate during the year?
yes
no
Did you purchase or sell a principal residence during the year? Did you purchase or sell a principal residence during the year?
yes
no
Did you foreclose or abandon a principal residence or real property during the year? Did you foreclose or abandon a principal residence or real property during the year?
yes
no
Did you acquire or dispose of any stock during the year? Did you acquire or dispose of any stock during the year?
yes
no
Did you take out a home equity loan this year? Did you take out a home equity loan this year?
yes
no
Did you refinance a principal residence or second home this year? Did you refinance a principal residence or second home this year?
yes
no
Did you sell an existing business, rental, or other property this year? Did you sell an existing business, rental, or other property this year?
yes
no
Did you lend money with the understanding of repayment and this year it became totally uncollectable? Did you lend money with the understanding of repayment and this year it became totally uncollectable?
yes
no
Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)? Did you have any debts canceled or forgiven this year, such as a home mortgage or student loan(s)?
yes
no
Did you purchase a new or previously owned clean vehicle this year that is eligible for the new clean vehicle credit? If yes, attach the vehicle statement from the dealer even if you received the credit when purchased at the dealer. Did you purchase a new or previously owned clean vehicle this year that is eligible for the new clean vehicle credit? If yes, attach the vehicle statement from the dealer even if you received the credit when purchased at the dealer.
yes
no
Did you receive a Form 1099-K for the sale of personal property for a gain or loss? Did you receive a Form 1099-K for the sale of personal property for a gain or loss?
yes
no
Did you purchase a new U.S. assembled vehicle in 2025 for personal use and financed with an auto loan? If yes, attach the vehicle statement from the dealer along with your 2025 interest statement. Did you purchase a new U.S. assembled vehicle in 2025 for personal use and financed with an auto loan? If yes, attach the vehicle statement from the dealer along with your 2025 interest statement.
yes
no
Did you incur costs to remove lead from your home or rental property? If so, provide the details/costs. Did you incur costs to remove lead from your home or rental property? If so, provide the details/costs.
yes
no
Details/Costs

Income Information

Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer? This question does not refer to foreign tax paid in a mutual fund. Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer? This question does not refer to foreign tax paid in a mutual fund.
yes
no
Did you receive any income from property sold prior to this year? Did you receive any income from property sold prior to this year?
yes
no
Did you receive any unemployment benefits during the year? Did you receive any unemployment benefits during the year?
yes
no
Did you receive any disability income during the year? Did you receive any disability income during the year?
yes
no
Did you receive any Medicaid waiver payments as difficulty of care during the year? Did you receive any Medicaid waiver payments as difficulty of care during the year?
yes
no
Did you receive tip income not reported to your employer this year? Did you receive tip income not reported to your employer this year?
yes
no
Did any of your life insurance policies mature, or did you surrender any policies? Did any of your life insurance policies mature, or did you surrender any policies?
yes
no
Did you receive any awards, prizes, hobby income, gambling, or lottery winnings? Did you receive any awards, prizes, hobby income, gambling, or lottery winnings?
yes
no
Did you receive any income considered to be non-employee compensation? Did you receive any income considered to be non-employee compensation?
yes
no
Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy? Did you receive a Form 1099-K, 1099-MISC, 1099-NEC, or other income statement for work done in what is commonly referred to as the "gig" economy?
yes
no
Did you receive a Form 1099-K for a distribution payment from an online crowdfunding solicitation? Did you receive a Form 1099-K for a distribution payment from an online crowdfunding solicitation?
yes
no
Did you receive a Form 1099-K that you believe is in error? Did you receive a Form 1099-K that you believe is in error?
yes
no
Please explain
Do you expect a large fluctuation in income, deductions, or withholding next year? Do you expect a large fluctuation in income, deductions, or withholding next year?
yes
no
Did you have any sales or other exchanges of digital assets (including from an airdrop or a hard fork, or used digital assets to pay for goods or services? Did you have any sales or other exchanges of digital assets (including from an airdrop or a hard fork, or used digital assets to pay for goods or services?
yes
no
Did you receive a Form 1099-DA for the sale of a digital asset? If so, please provide. Did you receive a Form 1099-DA for the sale of a digital asset? If so, please provide.
yes
no
Did you receive tips in 2025 in a job where tips are customary? For example, food service, hospitality, salons, or transportation? Did you receive tips in 2025 in a job where tips are customary? For example, food service, hospitality, salons, or transportation?
yes
no
Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a week? Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a week?
yes
no

Retirement Information

Are you an active participant in a pension or retirement plan? Are you an active participant in a pension or retirement plan?
yes
no
Did you receive any Social Security benefits during the year? Did you receive any Social Security benefits during the year?
yes
no
Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?
yes
no
Please write which one(s)
If yes, were any withdrawals due to a Federally declared disaster?
If you received any qualified disaster retirement plan distributions, did you repay any of the distributions in 2025? If you received any qualified disaster retirement plan distributions, did you repay any of the distributions in 2025?
yes
no
Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan? Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan?
yes
no
Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan?
yes
no
Contribution Type Checkboxes Contribution Type Checkboxes
IRA
Roth
Keogh
SIMPLE
SEP
401(k)
Other qualified retirement plan
If other, please write which one(s)
Did you receive any qualified birth or adoption distributions, emergency personal expense distributions, domestic abuse distributions, or terminal illness distributions in 2025? Did you receive any qualified birth or adoption distributions, emergency personal expense distributions, domestic abuse distributions, or terminal illness distributions in 2025?
yes
no
If yes, did you repay any of the distributions in 2025? If yes, did you repay any of the distributions in 2025?
yes
no
Did you make any qualified charitable distributions (QCD) directly from your retirement account (IRA) this year? Did you make any qualified charitable distributions (QCD) directly from your retirement account (IRA) this year?
yes
no

Education Information

Did you, your spouse, or your dependents attend a post-secondary school during the year? Did you, your spouse, or your dependents attend a post-secondary school during the year?
yes
no
Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? Please provide form 1098-T. Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? Please provide form 1098-T.
yes
no
Did anyone in your family receive a scholarship of any kind during the year? Did anyone in your family receive a scholarship of any kind during the year?
yes
no
If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board? If yes, were any of the scholarship funds used for expenses other than tuition, such as room and board?
yes
no
Did you make any withdrawals from an education savings or 529 Plan account? Did you make any withdrawals from an education savings or 529 Plan account?
yes
no
If so, were the funds used for expenses other than qualified educational expenses? If so, were the funds used for expenses other than qualified educational expenses?
yes
no
Did you make any contributions to an education savings or 529 Plan account? Did you make any contributions to an education savings or 529 Plan account?
yes
no
Did you pay any student loan interest this year? Did you pay any student loan interest this year?
yes
no
Did you cash any Series EE or I U.S. Savings bonds issued after 1989? Did you cash any Series EE or I U.S. Savings bonds issued after 1989?
yes
no

Health Care Information

Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent.
yes
no
Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? Please provide form 1095. Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? Please provide form 1095.
yes
no
Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included in your family? Please provide form 1095. Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act and share a policy with anyone who is not included in your family? Please provide form 1095.
yes
no
Did you make any contributions to a Health savings account (HSA) or Archer MSA? Did you make any contributions to a Health savings account (HSA) or Archer MSA?
yes
no
Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year? Please provide form 1099-SA. Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year? Please provide form 1099-SA.
yes
no
Did you pay long-term care premiums (not disability) for yourself or your family? Did you pay long-term care premiums (not disability) for yourself or your family?
yes
no
Provide premiums
Did you make any contributions to an ABLE (Achieving a Better Life Experience) account? Did you make any contributions to an ABLE (Achieving a Better Life Experience) account?
yes
no
Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account? Did you receive any withdrawals from an ABLE (Achieving a Better Life Experience) account?
yes
no
If you are a business owner, did you pay health insurance premiums for your employees this year? If you are a business owner, did you pay health insurance premiums for your employees this year?
yes
no

Itemized Deduction Information

Did you incur a casualty or theft loss or any condemnation awards during the year? Did you incur a casualty or theft loss or any condemnation awards during the year?
yes
no
If yes, did the loss occur in a Federally declared disaster area? If yes, did the loss occur in a Federally declared disaster area?
yes
no
Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)? Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)?
yes
no
Did you make any cash or other monetary charitable contributions? Did you make any cash or other monetary charitable contributions?
yes
no
Did you make any noncash charitable contributions (clothes, furniture, etc.)? Did you make any noncash charitable contributions (clothes, furniture, etc.)?
yes
no
If yes to either of the above charitable contribution questions, please provide evidence such as a receipt from the donee organization or a canceled check to substantiate all contributions made. Also provide fair market value of non-cash charitable contributions.
Did you donate a vehicle or boat during the year? If yes, provide form 1098-C. Did you donate a vehicle or boat during the year? If yes, provide form 1098-C.
yes
no
Did you pay real estate taxes for your primary home and/or second home? Did you pay real estate taxes for your primary home and/or second home?
yes
no
Did you pay any state or local income tax, including withholdings and estimated payments? Did you pay any state or local income tax, including withholdings and estimated payments?
yes
no
Did you pay any non-Ohio personal property tax, such as vehicle, boat, or RV? Did you pay any non-Ohio personal property tax, such as vehicle, boat, or RV?
yes
no
Did you pay any mortgage interest on an existing home loan? Did you pay any mortgage interest on an existing home loan?
yes
no
Did you incur interest expenses associated with any investment accounts you held? This refers to a loan you took out to purchase securities. Did you incur interest expenses associated with any investment accounts you held? This refers to a loan you took out to purchase securities.
yes
no
Did you make any major purchases during the year (cars, boats, etc.)? Did you make any major purchases during the year (cars, boats, etc.)?
yes
no
Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax? Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax?
yes
no

Miscellaneous Information

Did you make gifts of more than $19,000 to any individual? Did you make gifts of more than $19,000 to any individual?
yes
no
If you (or your spouse) are an educator or a coach, did you incur any educator expenses? If so, provide the amount. If you (or your spouse) are an educator or a coach, did you incur any educator expenses? If so, provide the amount.
yes
no
Amount
Did you donate funds to a Pregnancy Resource Center in Ohio? If so, please provide the amount. Did you donate funds to a Pregnancy Resource Center in Ohio? If so, please provide the amount.
yes
no
Amount
Did you have any homeschool expenses in 2025? If so, please provide the amount. Did you have any homeschool expenses in 2025? If so, please provide the amount.
yes
no
Amount
Do you have a dependent (or dependents) that attend a non-charted, non-public school in which you incurred tuition expenses for in 2025? If yes, please specify the amount. Do you have a dependent (or dependents) that attend a non-charted, non-public school in which you incurred tuition expenses for in 2025? If yes, please specify the amount.
yes
no
Amount
Did you incur costs to remove lead from your home or rental property? If so, provide the details/costs. Did you incur costs to remove lead from your home or rental property? If so, provide the details/costs.
yes
no
Details/Costs
Did you utilize an area of your home for business purposes? Did you utilize an area of your home for business purposes?
yes
no
Please provide the total square feet of living area
and total square feet of business area
Did you receive goods or services in exchange for your goods or services (barter)? Did you receive goods or services in exchange for your goods or services (barter)?
yes
no
Did you retire or change jobs this year? Did you retire or change jobs this year?
yes
no
Did you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty? Did you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty?
yes
no
Did you pay any individual as a household employee during the year? Did you pay any individual as a household employee during the year?
yes
no
Did you make energy efficient improvements to your main home this year? Did you make energy efficient improvements to your main home this year?
yes
no
Please provide the manufacturer certificate of product purchased demonstrating it qualifies for the energy credit.
Did you receive a distribution from, or were you a grantor or transferor for a foreign trust? Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?
yes
no
Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country? Not mutual funds. Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country? Not mutual funds.
yes
no
Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? Not mutual funds. Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? Not mutual funds.
yes
no
Are you a foreign owner or do you control 25% of a foreign company's ownership interest for a foreign company registered with a secretary of state or similar office? Are you a foreign owner or do you control 25% of a foreign company's ownership interest for a foreign company registered with a secretary of state or similar office?
yes
no
If yes, did you file its initial Beneficial Ownership Information Report (BOIR)? If yes, did you file its initial Beneficial Ownership Information Report (BOIR)?
yes
no
If you were required to file a Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN), has any of the previously reported information changed (for either the foreign reporting company or any of the beneficial owners)? If you were required to file a Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN), has any of the previously reported information changed (for either the foreign reporting company or any of the beneficial owners)?
yes
no
Did you receive correspondence from the State or the IRS? Did you receive correspondence from the State or the IRS?
yes
no
If yes, explain
Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due? Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?
yes
no
Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund. Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.
yes
no
Would you like a trusted referral for any of the following: Would you like a trusted referral for any of the following:
Legal
Mortgage Broker
Life Insurance
Realtor
Property & Casualty Insurance
Investment Advisory
Banker
Credit Card Processor
Attorney

Estimated Tax Payments Made

Did you make any estimated tax payments for Federal, State, School district and/or a City? Did you make any estimated tax payments for Federal, State, School district and/or a City?
yes
no

2025 Estimated Payments Paid. Please list any estimates paid in January of 2026 since they pertain to 2025- * If possible, please attached the canceled checks or bank statements.

Federal

Date Paid and Amount Paid

State

Date Paid and Amount Paid

School District

Date Paid and Amount Paid

City

Date Paid and Amount Paid

CONSENT TO MAIL

Dear Client:

The Generally Accepted Privacy Principles (GAPP) now requires us to obtain your consent before releasing personal information through the United States Postal Service. On occasion we have mailed to you such personal information using USPS first class mail. Please confirm your consent to continue this practice. If you prefer for future mailings to be received certified or UPS, please indicate below. These shipping charges will be billed to you.


I,

, authorize Stephenson & Warner, Inc. to mail the following:

1. Tax Return and Related Documents for Year Ended

2. Other Information

This consent is effective for

tax year(s).

Please neatly print the address we are to mail to.

Credit Card Authorization Form

(Optional we prefer cash or check)

As stated in our engagement letter, we will require payment for our services before delivery of your returns. For your convenience, we accept most major credit cards, as well as personal checks and cash. You can also elect to pre-pay our agreed upon fee if you desire. Once your return has been completed you will be notified and you may select your method of payment.

If you prefer to pay via debit/credit card, you can either contact our office directly to provide payment information or you can make a payment by going to: www.sw.cpa

Please email: tmcdannold@sw.cpa securely, mail or, fax the completed form to our office at 513-868-8620. After completion of your tax return the amount indicated will be charged to your credit/ charge card. Please call us at 513-868-8600 if you have any questions.

Thank You.


Once you feel you have ALL of your tax documents (W-2's, 1099's, etc.,) please upload them here.

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