Client(s) Details:
Tax Year
*
Full Name
*
First Name
Last Name
SSN
*
Date of Birth
*
Occupation and/or Student (if so write: Grade, College or Graduate)
*
Full Name (Spouse)
First Name
Last Name
SSN
Date of Birth
Occupation and/or Student (if so write: Grade, College or Graduate)
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
Phone Number (Spouse)
Format: (000) 000-0000.
E-mail
*
example@example.com
E-mail (Spouse)
example@example.com
Filing Status:
Please Select
Married Filing Joint
Married Filing Separate
Head of Household
Single
Widow(er)
Additional information we may need to know: examples- *Do you own a business as well? Do have a rental property(s)?*
DEPENDENTS:
Rows
Full Name
Social
DOB
Relation
1
2
3
4
5
Please reference two people whom you feel would like to use our services: *We do taxes in all 50 states*
Rows
Full Name
Contact Number
Email
1
2
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W2,1099 nec/misc or other income statements
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1099-B or Div for Stock proceeds/distributions (RobinHood/Coinbase,etc- year end statements)
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SS card(s) and Drivers License(s)
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Healthcare 1095A or B, not C and/or HSA/MSA form
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Childcare/After school care statements and Spring/Summer Camps
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Mortgage Interest and Tax statement(s)
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Education form i.e., 1098-T, 1098-E and others
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Medical and Dental (out of pocket) expenses summaries
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Business and/or Rental income statements and expenses summaries
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Church and Charity Donation receipts or statements
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Child Tax Credit and/or PPP loan forgiveness letter
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Miscellaneous
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Bank Deposit Info (Voided Check, Screenshot of Routing and Account numbers)
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9-digit routing #
account #
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Should be Empty: