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Answer a few quick questions so we can confirm fit and send you a clear quote by email. This form is the same set of questions we’d ask on a quick call — just written down so there’s no back-and-forth.

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Call (937) 247-6001 or email Brandon@BrightRoadCPA.com

Full Name *

Email *

Phone (optional)

Best way to respond (optional) EmailPhone

Your location and basics

What state did you live in for all or part of last year? * Ohio onlyOhio and another stateNot Ohio

Did you move during the year? * NoYes — within OhioYes — into or out of Ohio

How many Ohio cities will require a city tax return (resident/work)? *

Income Overview

How many W-2s do you have? *

Did you have any self-employment / contractor / freelance income (not W-2)? * NoYes

Did you buy or sell a home during the year? * NoYes — primary residence onlyYes — rental or mixed-use property

Did you receive income from outside Ohio (other than investments)? * NoYes

Did you receive any investment-related tax forms or sell investments during the year? * Examples: 1099-INT, 1099-DIV, or stock sales
NoYesNot sure

Did you have income from any of the following? (check any that apply) Rental property (includes Airbnb/VRBO) or real estate used for incomePartnership or S-corp (K-1)C-corporation ownershipTrust or estate incomeDigital assets or cryptoForeign accounts or foreign income

Investments

How many interest/dividend forms did you receive from brokerages (1099-INT / 1099-DIV)? *

Did you sell stocks/ETFs/mutual funds (capital gains)? * NoYesNot sure

Did you receive investment income from anything other than standard brokerage accounts? * Examples: K-1s, private investments, trader activity, market-to-market
NoYesNot sure

Self-Employment

How many businesses did you operate? *

Where was your self-employment work performed? * (This means where you did the work — not where customers live or where products were shipped.)
One Ohio cityTwo Ohio citiesMore than two Ohio citiesMultiple states

Do you have business expenses you want to deduct for that work? * NoYes

If you earned freelance income for a company you don’t operate: how many separate payers paid you? * (This usually equals the number of 1099-NEC forms.)

Other Tax Situations

Are you up to date on filing prior-year tax returns? * YesNoNot sure

Did you have health insurance through the Marketplace (Healthcare.gov)? * NoYes

If yes: Did you only have 1 Marketplace policy during the year? * YesNoNot sure

If yes: Was the policy only for people who will be on this tax return? * YesNoNot sure

Does your tax situation involve any of the following? * None of theseIRS notices or auditsNet operating lossesUnusual tax situations or prior-year corrections