Advocate Accounting, LLC

Advocate Accounting 2024 Annual Tax Questionnaire

To help expedite your return processing, please answer the questions below.

If your answer is yes, please include additional details.

If you are married, please include answers for both partners. Or you can each complete a separate questionnaire.

Email *

Please provide the first and last names of the person(s) completing this form. *

Should this year's return have a different address from last year's return? If yes, please provide new address. *

Were there any births, adoptions, marriages, separations, divorces, or deaths in your immediate family? If yes, provide additional details. *

Virtual Currency: Did you receive, sell, exchange, or otherwise dispose of any digital asset in 2024? *

Did you have ownership of, or signature authority for, a foreign bank account in 2024? If yes, please provide details including the highest estimated value of your foreign account at any time during the year. *

Did you make a contribution to a retirement plan that was not facilitated by your employer? This means contributions that you paid directly to the fund, not contributions deducted from your paycheck and paid to the fund through your employer. *

Page 1 of 1