2023 Individual Tax Instructions

Thank you for being a valued SPM&Co client. In 2023, just like every year, there are tax changes that happen to us all (new rules, laws, etc) and there are personal changes that are specific to just you. To help us keep up with these changes we, as a firm, make sure that we stay up to date on our continuing professional education and to keep up with you we respectfully request you to submit an “interview” which will allow us to our best job possible for you.

This year, we have taken the step of making this interview available to you where you’ll be able to complete it fully and “submit” directly online ~ saving time and resources. This ideally will enable you to conduct the interview in approximately 10 minutes and streamline the process for you.

The interview asks key questions we need to know to prepare and understand your tax situation as well as confirmation of your contact information and banking information (for direct deposit or electronic tax payments).

Please answer the questions by checking the appropriate box if the answer is “yes” or “no” – if the answer is yes, there most certainly should be additional documentation, explanation and/ or commentary. Also, please, enter in your current contact information as well as confirm your banking information – if you would like direct deposit of your refund, or direct debit of your tax due payment – if you don’t simply check no.

After completing the interview, please upload or otherwise provide the necessary source documents. A list of common source documents we will need are listed below. Please note, we can no longer accept documents via email due to security concerns for our clients as well as our firm.

Please plan to send us your complete information as early as possible. For Clients who submit their information after Monday, March 18, 2024, (c.o.b.) we cannot guarantee that we will be able to complete the returns by April 15th. Not to worry, they will be placed safely on extension. (As always, we will make every effort to complete your tax returns by April 15th, but it is much less likely if we do not have all your information by March 18th.)

Thank you for your cooperation as we continue our efforts to make things more accessible and secure for all our clients. We are pleased to have you as a client and look forward to a successful 2023 tax filing season!

Stephan P. McMahon & Company

Start Individual Tax Questionnaire


Should you prefer a paper version of the interview please click HERE and you’ll be redirected.

Common Source Documents

  • W-2
  • 1099-Misc / 1099-NEC
  • 1099-Int
  • 1099-Div
  • 1099-B – Brokerage Statement
  • 1099-R from Retirement/ Pension Distributions
  • SSA-1099 (Social Security)
  • Forms K-1
  • Charitable Donations
  • 1098-Mortgage Interest Statement
  • Property Tax Statements
  • Health Care Statements: Forms 1095-A, B, and/or C; Form 1099-HC
  • Documentation of paid quarterly estimates (canceled checks; on-line receipts)