Seward Accounting & Tax Tax Filing Estimate "*" indicates required fields Step 1 of 5 20% Contact InformationWhat type of tax return are you interested in receiving an estimate for?* Personal/Married Tax Return (1040) Partnership Return (1065) Corporate Return (1120S) Name* First Last Email* Phone*Zip Code*Business Name* Personal/Married Tax Return (1040)What filing status will you use for your tax return?* Single Married filing jointly Married filing separately Head of Household Qualifying Widow(er) Do you need to file Personal/Married Tax Returns for years other than 2023?* Yes No How many additional years to you need to file Personal/Married Tax Returns for?*How many dependents will you claim?*Dependents are either a qualifying child or a qualifying relative of the taxpayer. The taxpayer's spouse cannot be claimed as a dependent. Some examples of dependents include a child, stepchild, brother, sister, or parent.Please enter a number greater than or equal to 0.Will you need to file a Schedule C?*You'll need to file a Schedule C if you earn income through self-employment as a sole proprietor or as a single-member Limited Liability Company (LLC). Yes No How many Schedule C forms will you need to file?*Please enter a number greater than or equal to 1.Will you need to file a K-1?*Certain entities and partnerships file Schedule K-1 forms with the IRS and issue them forms to partners and shareholders. While individual taxpayers typically don’t file K-1 forms, you can use the information you receive from a K-1 on your personal income tax return. Yes No How many K-1 forms will you need to file?*Please enter a number greater than or equal to 1.Do you qualify for a mortgage interest deduction?*The mortgage interest deduction is a tax incentive for homeowners. This itemized deduction allows homeowners to subtract mortgage interest from their taxable income, lowering the amount of taxes they owe. This deduction can also be taken on loans for second homes as long as it stays within IRS limits. Yes No Do you qualify for a student loan interest deduction?*You can take a tax deduction for the interest paid on student loans that you took out for yourself, your spouse, or your dependent. This benefit applies to all loans (not just federal student loans) used to pay for higher education expenses. The maximum deduction is $2,500 a year. Yes No How many W-2 or 1099 forms will you need to file?*Wages and other payments to employees are reported on Form W-2, while payments to independent contractors are reported on a Form 1099.Please enter a number greater than or equal to 0.Do you have any additional tax documents not listed above that you will need filed?* Yes No How many additional tax documents you will need filed?*Please enter a number greater than or equal to 0.Have you had a bookkeeper throughout the year or are you able to provide accurate financial statements for tax filing?*Select One...YesNo Partnership Return (1065)Do you need to file Partnership Tax Returns for years other than 2023?* Yes No How many additional years to you need to file Partnership Tax Returns for?*How many partners will you need to file for?*Please enter a number greater than or equal to 1.Have you had a bookkeeper throughout the year or are you able to provide accurate financial statements for tax filing?*Select One...YesNo Corporate Tax Return (1120S)Do you need to file Corporate Tax Returns for years other than 2023?* Yes No How many additional years to you need to file Corporate Tax Returns for?*How many shareholders will you need to file for?*Please enter a number greater than or equal to 1.Have you had a bookkeeper throughout the year or are you able to provide accurate financial statements for tax filing?*Select One...YesNo HiddenCALC: W-2/1099HiddenCALC: Personal/Married ReturnHiddenCALC: Partnership ReturnHiddenCALC: Corporate ReturnHiddenFinal CalculationHiddenFinal Tax Filing CalculationVerify & SubmitConsent* I agreeThe answers I selected on this form are an accurate representation of my needs. If answers differ upon consultation, I understand my estimate may change to reflect those differences.CaptchaLooks like one of our robots wants to make sure you’re not one! Δ
