Get to Know You Form 2025

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.
Were you specifically told that you won a free tax preparation year through a promotion or referral program?
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?
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

MonthDayYear
Date
Did you receive any 1099 forms for this work?
Did you also receive cash, Zelle, Cash App, Venmo, or other non-1099 income?
Estimated total business income
Enter your best estimate for the year.
Did you have business expenses?
Business expense checklist

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?
Did you track your mileage?
Approximate business miles driven
Best estimate for work-related miles only.
Did you purchase a vehicle for business use during the year?
Year, make, and model of the vehicle
Example: 2024 Toyota Camry.
Vehicle purchase date

MonthDayYear
Date
For this vehicle, are you thinking mileage, actual expenses, or unsure?
If you bought the vehicle during the year, we may need to look at depreciation before choosing the best method.
Filing Status
Tax Payer Name

First NameLast NameSuffix
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

CityState / Province

Postal / Zip Code
Upload your Drivers License/State ID and social security card here:

This field must be completed
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Upload Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:

This field must be completed
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Spouse Information

If applicable
Spouse Tax Payer Name

First NameLast NameSuffix
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:

If applicable
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Spouse Tax Documents Here (W2, W2g, 1099s, Profit and Loss/Income Statement, etc:

If applicable
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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)

example: Social Security Cards, daycare receipts, proof of relation, etc as needed
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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?
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
Should be Empty:

Smiths Tax Wealth & Strategy

Taxpayer Information

Business Income Information

Vehicle and Mileage

IP PIN Notice

Spouse Information

Dependents