ROYAL ROOTSTAX SERVICE

Client form

Due Diligence Questionnaire

The IRS requires paid preparers to ask these questions before claiming the Earned Income Credit, Child Tax Credit, education credits, or head of household status. Please answer honestly — your answers protect your refund.
Your information

Filing status you expect to use

Filing status

Were you married as of December 31 of the tax year?

If married, did you live apart from your spouse for the last 6 months of the year?

Did you pay more than half the cost of keeping up your home (rent/mortgage, utilities, food)?

Dependents

Did each child you are claiming live with you in the U.S. for more than half the year?

Is each child under 19 (or under 24 and a full-time student, or permanently disabled)?

Is each child your son, daughter, stepchild, foster child, sibling, or a descendant of one of them?

Could anyone else (another parent, grandparent, etc.) claim any of these children?

Can you provide records showing the child lived with you (school, medical, daycare, or lease records)?

Income

Did you have self-employment or business income (1099-NEC, cash, or gig work)?

If self-employed, do you keep records of your business income and expenses?

Have you received all income forms (W-2, 1099, etc.) for the year?

Credits

Are you claiming an education credit, and did you receive Form 1098-T?

Has the IRS ever denied or reduced your Earned Income, Child Tax, or education credit?

Notes & signature

Please don't include Social Security numbers here. We'll collect those securely at your appointment.