Tina's Tax Service Online Booking
Appointments are for 1 hour
Name
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First Name
Last Name
E-mail
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example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
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Are you a new client or a returning client?
New Client
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Select the service that you need
Please Select
Individual Tax return
Business Tax Return
Tax Planning
Business Consulting
Tax Checklist
Please Bring or Upload the following documents: (if uploading, please check all that apply)
1. Personal Information (Bring ALL Items Below)
Valid Picture ID
Tax Payer Identification Number (Social Security Card, Social Security Number Verification Letter or Individual Tax Payer Identification Number)
Upload your Personal Information tax documents here
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2. Proof of Income (Bring ALL documents that apply)
W-2's for ALL jobs last year
1099's for any other income received last year
Statements for Prizes, Scholarships/Fellowships, or lottery/gambling winnings
Upload all of your proof of income documents here
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3. Proof of Health Insurance
1095-A if you had health insurance through the Health Insurance Marketplace
1095-B or 1095-C if you had other kinds of insurance or coverage
Upload all of your proof of insurance documents here
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4. Additional Items (Please bring ALL that apply)
Checking and Savings account information to have your refund directly deposited
Tax return from last year, if available
Childcare expenses: Provider's address and federal tax ID#
Homeowners: Mortgage statements and property tax bills
Education: College tuition and student loan statements
Alimony: Paid or Received
Notices: IRS, state tax, Health Insurance Marketplace, or anything that says IMPORTANT TAX DOCUMENT
Upload all of your additional items here
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Appointment
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