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?

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