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         2025
 Income Tax Questionnaire - Lewis & Co CPAs PC

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Please confirm your contact Information:
Do you have any inherited income in 2025?
Do you have any inherited income in 2025?
Did you or your spouse make any gifts of over $19,000?
Did you or your spouse make any gifts of over $19,000?
Did you cash in savings bond for educational purposes or make contributions, add distributions to a 529 plan?
Did you cash in savings bond for educational purposes or make contributions, add distributions to a 529 plan?
Did you, or spouse, or dependent have any education expenses?
Did you, or spouse, or dependent have any education expenses?
Was any dependent over 19 and, a student and working?
Was any dependent over 19 and, a student and working?
Did any dependent earn over $2,700 of investment income?
Did any dependent earn over $2,700 of investment income?
Did you have interest in a foreign bank account?
Did you have interest in a foreign bank account?
Did you purchase or sell any real estate in 2025?
Did you purchase or sell any real estate in 2025?
Did you buy or sell any bit coin or digital currency in 2025?
Did you buy or sell any bit coin or digital currency in 2025?
Did you make a Qualified Charitable Distribution from an IRA? (only if you are over 70 1/2)
Did you make a Qualified Charitable Distribution from an IRA? (only if you are over 70 1/2)
Did you have any debts canceled or forgiven?
Did you have any debts canceled or forgiven?
Did you have any money owed to you which is uncollectible?
Did you have any money owed to you which is uncollectible?
Did you receive health insurance subsidies in 2025?
Did you receive health insurance subsidies in 2025?
Did you receive any unemployment/FAMLI payments in 2025?
Did you receive any unemployment/FAMLI payments in 2025?
Did you pay 2025 estimated income tax payments as advised?
Did you pay 2025 estimated income tax payments as advised?
Do you expect your 2026 income to be similar to 2025?
Do you expect your 2026 income to be similar to 2025?
Do you want to apply your refund to 2026? 
Do you want to apply your refund to 2026? 
May the IRS discuss your return with Lewis & Co CPAs PC?
May the IRS discuss your return with Lewis & Co CPAs PC?
How would you like a copy of your 2025 tax return sent to you?
Would you like to have a copy sent to your financial advisor or banker?  Not you
Would you like to have a copy sent to your financial advisor or banker?  Not you
If so, the name and email of the individual:
How would you like to sign your return?
How would you like to sign your return?
Do you want your 2025 refund direct deposited into your bank account?
Do you want your 2025 refund direct deposited into your bank account?
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