Savvy Tax Services Information Form

Phone Number

Area CodePhone Number

Approximately , how much was your refund last year?

Filing Status

Upload spouse ID

Browse Files

Enter Full Social Security Number

Enter Date Of Birth

Please indicate if you have a Drivers License or State ID

Driver's LicenseState ID

Enter Driver's License/ID Number

Enter Issuing State Of Driver's License

Enter State ID or Driver's License ISSUE DATE

Enter STATE ID or Driver's License EXPIRATION DATE

Please state your occupation.

Upload your ID

Browse Files

Upload your Social Security Card

Browse Files

Please enter Spouse information *if applicable*

Please enter spouse name.

First NameLast Name

Enter spouse date of birth.

Enter spouse social security number.

Please indicate if spouse has a driver's license or state ID.

Driver's LicenseState ID

Please enter spouse drivers license/state ID number.

Please enter the issuing state of spouse driver's license /ID Number.

Please list spouse occupation.

Upload spouse Social Security Card.

Browse Files

Please enter your dependent's information *if applicable*

Enter dependent #1 Full Name.

First NameLast Name

Enter dependent #1 Social Security Number.

Enter dependent #1 Date Of Birth.

Relationship To dependent

Upload Dependent # 1 Social Security Card.

Browse Files

Enter Dependent #2 Full Name.

First NameLast Name

Enter Dependent #2 Social Security Card.

Enter Dependent #2 date Of Birth.

Relationship To Dependent.

Upload Dependent #2 Social Security Card.

Browse Files

Enter Dependent #3 Full Name.

First NameLast Name

Enter Dependent #3 Date Of Birth

Enter Dependent #3 Social Security Number.

Relationship to Dependent.

Upload Dependent #3 Social Security Card.

Browse Files

Explain living situation, if needed.

File 2 Title

Upload File 2

Upload a File

File 3 Title

Upload File 3

Upload a File

File 4 Title

Upload File 4

Upload a File

File 5 Title

Upload File 5

Upload a File

Comments

Did you pay someone to babysit your kids in 2024? (this will increase your refund) Please provide the person's information that babysat your children. Name, Social Security Number, Address, and how much you paid them for the entire year of 2024 to watch your children.

Upload W2 #1

Browse Files

Upload W2 #2

Browse Files

Upload W2 #3

Browse Files

Additional Documents.

Browse Files

Additional Documents.

Browse Files

Additional Documents.

Browse Files

Additional Documents.

Browse Files

How do you want to receive your refund?

printed checkdirect deposit

If direct deposit, please enter your bank routing number.

If direct deposit, please enter your checking account number.

Date

Signature

By clicking the submit button, I agree to terms and conditions:

I acknowledge that all information provided to Savvy Tax Services LLc is true and accurate to the best of my knowledge . I understand I am required to have supporting documentation to validate the information provided. I understand that knowlingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal. penalty situationand is punishable by law including but not limited to facing court dates, restitution, and possible imprisonment. I waive Savvy Tax Servixes LLC and the preparer of any error because of incorrect information provided by me.

Basic Info. Start Here!

File upload