Smiths Tax Wealth & Strategy
Where we don’t just file — we position.
Taxpayer Information
Only Enter Taxpayer Information Here
Would you like to be considered for a Fast Cash Advance if one is available? This seasonal program is only available each tax season from January 2 through March 17.
Yes
No
Were you specifically told that you won a free tax preparation year through a promotion or referral program?
Yes
No
Please provide the name of the person who referred you or the name of the promotion you won through
Enter the referral or promotion name
Did you have any self-employment, 1099 work, gig work, side business, or cash business income during the tax year?
Yes
No
Business Income Information
Only complete this section if you had business or self-employment income.
Business name or type of work
For example: rideshare driver, childcare, lawn care, freelance design, handyman work.
Business start date
-
Month
-
Day
Year
Date
Did you receive any 1099 forms for this work?
Yes
No
Did you also receive cash, Zelle, Cash App, Venmo, or other non-1099 income?
Yes
No
Estimated total business income
Enter your best estimate for the year.
Did you have business expenses?
Yes
No
Business expense checklist
Supplies
Advertising
Phone/Internet
Rent/Storage
Insurance
Contract labor
Inventory/Products for resale
Equipment/Tools
Other
Other
Vehicle and Mileage
For business clients who used a vehicle for work or may have vehicle purchases to review.
Did you use a vehicle for business?
Yes
No
Did you track your mileage?
Yes
No
Approximate business miles driven
Best estimate for work-related miles only.
Did you purchase a vehicle for business use during the year?
Yes
No
Year, make, and model of the vehicle
Example: 2024 Toyota Camry.
Vehicle purchase date
-
Month
-
Day
Year
Date
For this vehicle, are you thinking mileage, actual expenses, or unsure?
Please Select
Mileage
Actual expenses
Unsure
If you bought the vehicle during the year, we may need to look at depreciation before choosing the best method.
Filing Status
*
Single
Married filing Joint
Married filing Single
Head of Household
Widow/Surviving Spouse
Tax Payer Name
*
First Name
Last Name
Suffix
Occupation
*
Job Title / Position
IP PIN Notice
If you have an IRS IP PIN, include it with your tax documents and provide it before filing. IP PINs change every year, and missing or incorrect information may delay filing, cause a rejected return, and result in a $50 refile fee.
IRS IP PIN (if none type none)
*
If you have an IRS IP PIN, it must be provided before filing. Missing or incorrect information may result in a rejected return and a $50 refile fee.
Date of Birth
*
MM/DD/YYYY
Social Security Number
*
xxx-xx-xxxx
Email Address
*
This field must be completed
Tax Payer Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Mailing Address(if IRS needs to mail you information)
*
Street Address
Apartment, Suite, Floor, Bldg
City
State / Province
Postal / Zip Code
Upload your Drivers License/State ID and social security card here:
*
Browse Files
Drag and drop files here
Choose a file
This field must be completed
Cancel
of
Upload Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:
*
Browse Files
Drag and drop files here
Choose a file
This field must be completed
Cancel
of
Spouse Information
If applicable
Spouse Tax Payer Name
First Name
Last Name
Suffix
Occupation
Job Title / Position
Spouse IRS IP PIN (if applicable)
If your spouse has an IRS IP PIN, it must be provided before filing. Missing or incorrect information may result in a rejected return and a $50 refile fee.
Spouse Date of Birth
MM/DD/YYYY
Spouse Social Security Number
xxx-xx-xxxx
Spouse Email Address
Must be different than tax payer
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Drivers License/State ID and social security card here:
Browse Files
Drag and drop files here
Choose a file
If applicable
Cancel
of
Spouse Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:
Browse Files
Drag and drop files here
Choose a file
If applicable
Cancel
of
Dependents
if applicable
Dependant #1 Information
Dependant #2 Information
Dependant #3 Information
Dependant #4 Information
Upload Dependent Documentation here: (ssc, daycare receipts, proof of relation)
Browse for Files Here
Drag and drop files here
Choose a file
example: Social Security Cards, daycare receipts, proof of relation, etc as needed
Cancel
of
Additional Deductions Checklist
*
Rows
Yes
No
PARTICIPATE IN HSA WITH EMPLOYER. IF YES UPLOAD FORM 5495-SA from employer.
HEALTHCARE.GOV, MARKETPLACE INSURANCE? IF YES UPLOAD FORM 1095-A from Marketplace.
SOLAR INSTALL? IF YES UPLOAD CERTIFICATE or PURCHASE DOCUMENTATION
PURCHASE A GREEN ENERGY VEHICLE OR FLEX FUEL? UPLOAD PURCHASE DOCUMENTATION
Would you like to participate with any of the following options:
*
Rows
Yes
No
Refund Transfer (pay fees via tax refund)
Fast Forward Service? (get your refund up to 5 days faster for $25.00 fee, no interest)
How would you like to receive your refund?
*
Please Select
Direct Deposit (14.95)
Green Dot Refund Card (0.00)
Certified Check (29.95)
Select one option
Fill in Bank Information for Direct Deposit of Refund
Additional information or comments about tax situation
Enter any additional information or notes to tax preparer not listed above
Save
Submit
Should be Empty: