OLASKY & ASSOCIATES, INC.
  • Home
  • QUESTIONNAIRE
  • SENDING
  • RECEIVING
  • VIDEOS
  • PAY NOW
  • CONTACT US
These questions are VERY IMPORTANT in getting your returns done quickly
These questions MAY be revised so check again before you submit to us

​This sheet can be sent to us in any way that's the easiest - see "sending" tab
A "print pdf" button is below to print off and answer the required questions
Questions can be answered directly on the questionnaire & returned
Or y
ou can number a paper 1-18 with answers to send us & we’ll match up
Print Friendly and PDF

     PLEASE DO NOT FILL THIS OUT UNTIL AFTER JANUARY 25TH since some info may change

  • 1) CLIENT NAME(s) ______________________________________________
 
  • 2) Did you get married, divorced, adopt or have any children in 2020 - details required  
  • _____________________________________________________________  
 
  • 3) ​Did you move in 2020 - details required
  • _____________________________________________________________ 
 
  • 4) Were you required to remotely work from home due to Covid in 2020 - for how many months
  • _____________________________________________________________
 
  • 5) Last 4 numbers of your Banks routing number   ______________
 
  • 6) Last 4 numbers of your Bank checking/savings account number   ______________
    • If we did not do your taxes last year we need your full account #_________________
 
  • 7) Cell Phone # _______________________
 
  • 8) Email  ____________________________

          We have your Drivers License # on file but need the following information updated:

  • 9) Your D/L ISSUE Date  _____________         11) Spouse's D/L ISSUE Date  ________________
  • 10) Your D/L EXPIRATION Date _________      12) Spouse's D/L EXPIRATION Date ____________
​

        Stimulus payments must be matched up to be certain you received the amount you were entitled to
        The 
payment(s) must be reconciled to complete your return - Payments are NOT to be paid back     

  • 13) Did you receive a Stimulus payment(s) - approx. when and how much
  • _________________________________________________________________

  • 14) Did your spouse receive a Stimulus payment(s) - approx. when and how much  
  • _________________________________________________________________

  • 15) Did you receive Stimulus money for your dependent children - approx. when and how much
  • (Children under 17 were eligible for an extra $500)
  • _________________________________________________________________
 
  • 16) Did you receive a Second Stimulus payment(s) betw. 12/30/20-1/31/21 - when & how much
  • _________________________________________________________________
 
  • 17) Did your spouse receive a Second Stimulus payment(s) betw. 12/30/20-1/31/21 - when & how much
  • ________________________________________________________________​
 
  • 18 ) Did you receive additional Stimulus money for your dependent children betw. 12/30/20-1/31/21​
  • (Children under 17 were eligible for an extra $600 before 1/31/2021)
  • _________________________________________________________________

        * ALL RETURNS ARE SENT TO YOU IN A FILE ATTACHMENT TO YOUR EMAIL
           Paper copies incur a $15 add-on fee. You must initial here__________ to agree to the fee.


           Items thay MAY pertain to your filing below are required to be sent to us:
  
  • W-2's, 1099's, Unemployment Compensation 1099-G , interest and dividend income
  • Withdrawals and/or Contributions to an IRA/401k/SEP - paperwork is required
  • Retirement/Pension received - Form 1099-R
  • Health Savings Account paperwork is required - BOTH Form 1099-SA and Form 5498
  • Student Loan Interest Paid Form 1098-E
  • Tuition Paid Form 1098-T
  • Mortgage and property tax information for 2020 in case we determine you're able to itemize
  • Rent paid for a residence - need Landlord's name & address and monthly amount paid
  • Childcare Costs - need daycare provider name, ID#, address and total amount paid
  • Sub-Contractors/Self employed submit income & expense summary and form 1099-NEC
  • Retirees, those collecting SS, SSI or SSDI benefits need to submit year end SSA-1099 Statement(s)
​

We have affirmed to uphold the IRS Code of Ethics and Federal Regulations as set forth in IRS Circular No.230

We have affirmed and follow all guidelines as set forth in IRS Publication 4557 "Safeguarding Taxpayer Data" 

Phone 313.388.8800        Fax 313.388.9785 
  • Home
  • QUESTIONNAIRE
  • SENDING
  • RECEIVING
  • VIDEOS
  • PAY NOW
  • CONTACT US