Decisive Tax Services | 2025 Tax Year

Fields marked * are required. All others are helpful but not essential at this stage.

Are you a new client to Decisive Tax Services? *

New Client

Returning Client

How did you hear about us? *

Referral

Google / Web Search

Social Media

Other

Primary Taxpayer First Name *

Primary Taxpayer Last Name *

Primary Taxpayer Email *

This will be used to set up your client account.

Primary Taxpayer Phone

2025 Filing Type *

Individual / Personal only

Individual with self-employed income (Schedule C)

Individual with business (Partnership, S Corp, etc.)

Business only

Which of the following apply to your 2025 return? Select all that apply

Brokerage / investment accounts *

No brokerage or investment accounts

1–2 accounts, no sales or active trading in 2025

1–2 accounts, with sales or active trading in 2025

3 or more accounts

Include all taxable brokerage and investment accounts. Do not include 401(k) or IRA accounts unless you made withdrawals or conversions in 2025.

Digital assets in 2025 *

No - I had no digital asset activity in 2025

Yes - I received, sold, exchanged, or disposed of digital assets in 2025

Digital assets include cryptocurrency, NFTs, and similar holdings.

2025 Health Insurance Coverage *

Yes — through employer or private plan

Yes — through Marketplace / Covered California

No health insurance coverage in 2025

Did you make estimated tax payments toward 2025?

Yes

No

Not sure

Anything else you'd like us to know before our call?

Optional. This is a great place to mention anything unusual about your tax situation.