True Blue Quote Form Δ
Are you married?
--- Select Choice --- Yes No
Since you’re married, spouse info helps us determine the best filing option and give you an accurate household quote.
How did you file last year?
--- Select Choice --- Married Filing Joint Married Filing Separate I got married last year (congratulations!) Not sure — help me figure it out
How many dependents do you expect to claim?
--- Select Choice --- 0 1 2 3 4 + Not sure — help me figure it out Dependents usually include children or other people you support and claim on your tax return. If you’re not sure, that’s okay — we’ll help you confirm.
Did you live or work in more than one state during the tax year?
--- Select Choice --- Yes No Not sure — help me figure it out
How many states will you need to file in?
--- Select Choice --- 2 3 4 5 or more (we will contact you to provide an accurate personalized quote) One state return is included in our base rate. Additional states are included in your quote based on the number selected.
Did you have expenses (such as mortgage interest, property or state taxes, charitable donations, or medical expenses) that you’d like us to review to see if itemizing is beneficial?
--- Select Choice --- Yes No Not sure — help me figure it out If yes, we’ll review your documents to determine whether itemizing or the standard deduction is best for you.
Select the types of income you had during the tax year:
How many W-2s will you report (including spouse, if applicable)?
--- Select Choice --- 1 2 3 4 5 +
How many businesses / side gigs will you report (Schedule C)?
--- Select Choice --- 1 2 3 4 +
Do you use a vehicle for business (mileage or actual expenses)?
--- Select Choice --- Yes No Not sure — help me figure it out
Do you use part of your home regularly and exclusively for business?
--- Select Choice --- Yes No Not sure — help me figure it out A dedicated room or clearly defined area used for business.
Do you sell products (inventory / COGS)?
--- Select Choice --- Yes No Not sure — help me figure it out Applies if you sell physical products.
Did you purchase any equipment, tools, or business assets during the year?
--- Select Choice --- No Yes – small purchases only (generally under $2,500 per item) Yes – larger purchases or multiple assets (may require depreciation) Examples: laptop, machinery, major tools, camera equipment.
Will you need help organizing or categorizing your business income and expenses?
--- Select Choice --- No – everything is already totaled and organized Maybe – I have records but may need some help Yes – I’ll need help organizing everything Not sure
How many rental properties will you report?
--- Select Choice --- 1 2 3 4 or more (we will contact you to provide an accurate personalized quote)
Were any of these properties first placed in service (first rented or available for rent) during this tax year?
--- Select Choice --- No Yes – 1 property Yes – 2 properties Yes – 3 properties Yes – 4+ properties
Did you make any major improvements or purchases for your rental property(s) during the year?
--- Select Choice --- No Yes – minor items only (under ~$2,500 per item) Yes – major improvements or multiple assets (Examples: renovations, appliances, HVAC, roof, flooring, etc.)
How many farm operations will you report?
--- Select Choice --- 1 2 3 +
Which best describes your farm operation?
--- Select Choice --- Simple (few income/expense categories) Moderate (multiple categories, some equipment) Complex (multiple income streams, significant equipment) Not sure — help me figure it out
Did you buy farm equipment, vehicles or other assets that cost over $200?
--- Select Choice --- Yes No Not sure — help me figure it out
How many farm rental properties / parcels will you report?
--- Select Choice --- 1 2 3 4 +
How many K-1s do you expect to report?
--- Select Choice --- 1 2 3 4 5 +
How many 1099-B forms (brokerage statements) will you report?
--- Select Choice --- 1 2 3 4 5 + Not sure — help me figure it out
About how many crypto transactions did you have during the year?
--- Select Choice --- 1–25 26–100 101–250 251–500 500 + Includes trades, swaps, staking, NFTs, and similar activity. If you aren't sure, provide an estimate.
Will you provide a crypto tax report from a third-party service?
--- Select Choice --- Yes No Not sure — help me figure it out Examples include CoinTracker, Koinly, CoinLedger, or similar services.
How many 1099-R forms will you have?
--- Select Choice --- 1 2 3 4 5 +
Was the home your primary residence for at least 2 of the last 5 years?
--- Select Choice --- Yes No Not sure — help me figure it out
Was the property a rental / investment at any time?
--- Select Choice --- Yes No Not sure — help me figure it out
Any other details you'd like to share?
How did you hear about us?
--- Select Choice --- Facebook Instagram TikTok LinkedIn YouTube Google Search Nextdoor Chamber of Commerce Friend or Family Referral Doorhanger Other Referrals and word of mouth mean the world to us. 💙
Note: Quotes are based on the information you provide in this form. If additional documents, income sources, or filing requirements come up during preparation, fees may be adjusted. We’ll always review any changes with you before proceeding.
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