INCOME TAX PREPARATION INFORMATION

Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
TAX PAYER'S PERSONAL INFORMATION
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
Email*
example@example.com
Social Security Number
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Drivers License Number
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Proof Of Residence (Ex: lease agreement, current mail with mailing address)

HomeownerRenterOther
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Home Ownership

Forms 1098 or other mortgage interest statementsReal estate and personal property tax recordsReceipts for energy-saving home improvements (e.g., solar panels, solar water heater)All other 1098 series forms
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Tax Payer's Income Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License
Upload Image W-2 /1099 Forms

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SPOUSE INFORMATION
Spouse Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number

Area CodePhone Number
Birth Date

MonthDayYear
Drivers License Number
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Spouse Social Security Number
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Spouse's Income Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License
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DEPENDENTS INFORMATION
1. Dependent

First NameLast Name
Birth Date

MonthDayYear
Social Security Number
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2. Dependent

First NameLast Name
Birth Date

MonthDayYear
Spouse Social Security Number
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3. Dependent

First NameLast Name
Birth Date

MonthDayYear
Spouse Social Security Number
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DAYCARE EXPENSES
Name of Day Care Center
Day Care Center's (Tax ID Number)
Fees paid to a licensed day care center or family day care for Child Care
Other Child Care Expenses

Wages paid to a baby-sitter (Don't include expenses paid through a flexible spending account at work)
Fees paid to baby-sitter
Please submit copies off all required documents from the list below:

Income of other adults in your homeProof Of residence (Ex: lease agreement, current mail with mailing address)
Adult Dependent Income
HEALTHCARE DEDUCTION
Please submit copies of all required documents from the list below:

Healthcare Card for Taxpayer/Dependents
Health Insurance

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Health Care Expenses Amount Paid
Medical Expenses

Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Medical Expenses Amount Paid
TYPES OF DEDUCTION
Charitable Donations

Cash amounts donated to houses of worship, schools, other charitable organizationsRecords of non-cash charitable donationsAmounts of miles driven for charitable or medical purposes
Charitable Expenses Amount Paid
Educational Expenses

Forms 1098-T from educational institutionsReceipts that itemize qualified educational expensesRecords of any scholarships or fellowships you receivedForm 1098-E if you paid student loan interest
Educational Expense Amount Paid
K-12 Educator Expenses

Receipts for classroom expenses for educators in grades K-12
K-12 Educator Expense Amount Paid
State & Local Taxes

Amount of state/local income tax paid (other than wage withholding), or amount of state tax paidInvoice showing amount of vehicle sales tax paid
State & Local Taxes Expense Amount Paid
Retirement & Other Savings

Form 5498-SA showing HSA contributionsForm 5498 showing IRA contributionsAll other 5498 series forms (5498-QA, 5498-ESA)
Retirement Expense Amount Paid
Federally Declared Disaster

City/county you lived/worked/had property inRecords to support property losses (appraisal, clean up costs, etc.)Records of rebuilding/repair costsInsurance reimbursements/claims to be paidFEMA assistance informationCheck FEMA site to see if my county has been declared a federal disaster are
Federally Declared Disaster Amount Paid
Please make sure to submit requested documents and any other documents needed below. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
Upload Image Social Security Card

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Take Photo
Should be Empty:

TAX PAYER'S PERSONAL INFORMATION

SPOUSE INFORMATION

DEPENDENTS INFORMATION

DAYCARE EXPENSES

HEALTHCARE DEDUCTION

TYPES OF DEDUCTION