Form

Your Name

First NameLast Name
Your Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Your Email
example@example.com
Your Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Date Of Birth

MonthDayYear
Date
Your Social Security Number
(1) Dependent
(1) Dependent
(1) Dependent
Upload All Dependents Social Security Numbers
Spouse Name

First NameLast Name
Spouse DOB

MonthDayYear
Date
Spouse Social Security Number
List all OTHER Dependents Social Security Numbers and Date Of Births. * If you are claiming them.
Filing Status
Taxpayer Questionnaire
Taxpayer Questionnaire
Upload your W2s - 1099s - 1098-Ts - 1095-A (MARKETPLACE INSURANCE) PROFIT & LOSS - EINS - LLCS - PRIOR YEAR RETURN IF AVAILABLE.

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Upload your W2s - 1099s - 1098-Ts - 1095-A (MARKETPLACE INSURANCE) PROFIT & LOSS - EINS - LLCS - PRIOR YEAR RETURN IF AVAILABLE.
LIST ALL BUSINESS EXPENSES AND BUSINESS INCOME
UPLOAD YOU, YOUR SPOUSE AND YOUR DEPENDENTS SOCIAL SECURITY NUMBERS, STATE ID, DRIVERS LICENSE, BIRTH CERTIFICATES, DAYCARE STATEMENTS, LEASE, UTILITY BILLS. ALL NECESSARY DOCUMENTS CAN BE UPLOADED HERE.

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WOULD YOU LIKE A LOAN/ADVANCE ✨🎉
BANK NAME
BANKING ROUTING NUMBER
BANKING ACCOUNTING NUMBER
By signing below, I acknowledge that:

I am providing accurate and complete information for the purpose of preparing my tax return.

I authorize Posh Tax Solutions to prepare and electronically file my federal and/or state tax returns.

I understand that I am responsible for reviewing my return before it is submitted.

I consent to the use of my information for the purpose of preparing and filing my taxes only.

I understand that any fees for services rendered are non-refundable once the return is filed.
Signature Of Agreement
Should be Empty: