Sunflower Financials

Discovery Tax Questionnaire

Full Name

Phone

Are you looking to have your personal/business or both tax returns completed?

What state do you live in?

Filing Status

Do you have dependents?

Yes

Have you ever received a notice from the IRS or state?

Do you currently owe or expect to owe taxes?

What tax year(s) need to be addressed?

Were you newly married or divorced in 2025? Explain.

Did you buy or sell property in 2025? Explain.

Do you own rental property?

Health Insurance: Do you have an HSA or FSA you contribute to?

Health Insurance: Do you have health insurance through the marketplace?

Do you have an IRS Pin for fraud detection?

How do you want to be contacted? Email/Phone/Text?

Anything else you’d like me to know?

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary.