New Client Tax Questionaire

  • Welcome, New Clients!
    We’re excited to work with you and appreciate the opportunity to prepare your personal tax return.

    If you are a Returning Client do not use this form. Click Here Instead

    Why Clients Choose Right Way?

    As a Right Way client, you receive access to exclusive year-round perks, including:

    ✅ Free Notary Services (All Year)
    ✅ Free Fax Services (All Year)
    ✅ Homebuying & Financing Support
    ✅ LLC & Nonprofit Formation
    ✅ Business Funding Assistance
    ✅ Business Bookkeeping Services
    ✅ Tax & Estate Planning


    Documents We May Need

    Copy of a valid, non-expired photo ID
    Ask about ID assistance if your ID is expired or lost.
    Social Security card
    Ask about Social Security or birth certificate assistance if lost.
    Income Documents

    W-2 and/or 1099 forms
    1099-G (Unemployment income)
    SSA-1099 (Social Security income)
    Health & Education

    1095-A (Health insurance purchased through Healthcare.gov)
    1098-T (Tuition statement)
    1099-E (Student loan interest)
    Credits & Deductions (If Applicable)

    Charitable contribution statements (cash donations over $250)
    Childcare expense statement
    Proof of dependents (birth certificates, hospital birth facts, benefit statements, school records, SNAP letters, etc.)

     

    If you have questions about required documents, missing items, or want to take advantage of any client perks, please let us know—we’re here to support you beyond tax season.

  • WAS YOUR REFUND DELAYED LAST YEAR OR NEVER RECIEVED?

  • FILING STATUS

    *TAX TIP* Choosing Married Filing Separate is the WORST way to file. Only select this if you have a court order. If you have children under the age of 24, filing Head of Household will provide a BIGGER REFUND then filing as SINGLE.
  • What Was Your Filing Status Last Year?*

  • PERSONAL INFORMATION

    Please List Your Name Exactly As It Is Spelled On Your Social Security Card or ITIN
  • DATE OF BIRTH
     / /
  • ARE YOU IN A MILITARY COMBAT ZONE?*
  • DO YOU HAVE A DACA DESIGATION, ITIN, OR GREEN CARD?*
  • ARE YOU BLIND OR DISABLED*
  • Did you or your spouse experience any life changing events during the past tax year? Select all that apply*

  • SPOUSE INFORMATION

    DO NOT PROVIDE YOUR HUSBAND/WIFE/SIGNIFICANT OTHER INFORMATION UNLESS YOU ARE FILING THE TAX RETURN WITH YOUR SPOUSE
  • SPOUSE DATE OF BIRTH
     / /
  • DOES YOUR SPOUSE HAVE A DACA DESIGATION, ITIN, OR GREEN CARD?

  • DEPENDENT INFORMATION (QUALIFYING CHILD/RELATIVE)

    If you do not have Dependents please skip over this section
  • Rows
  • ARE YOU OR ANY OF YOUR DEPENDENTS LEGALLY BLIND?*
  • IS ANYONE ELSE ABLE TO CLAIM YOU or YOUR DEPENDENTS?*
  • Was a Child Tax Credit, Additional Child Tax Credit, Earned Income Credit or American Opportunity Credit claimed by you disallowed or reduced by the IRS on a past tax return?*
  • DO YOU OWE THE IRS?*
  • DO YOU HAVE AN ONLINE IRS ID.ME Account?*
  • DO YOU HAVE AN IDENTITY THEFT PIN?*
  • DID YOU RECEIVE UNEMPLOYMENT?*
  • If Yes, What type of health insurance do you have?*
  • DO YOU HAVE LIFE INSURANCE?*
  • DO YOU OWE BACK CHILD SUPPORT?*
  • DID YOU OR YOUR DEPENDENTS RECEIVE SOCIAL SECUITY INCOME?*
  • WERE ANY CHILDREN BORN OR ADOPTED IN 2025?*
  • DO YOU RECEIVE SNAP, TANF, MEDICAIRE OR MEDICAID?*
  • DO YOU HAVE AN LLC?*
  • DO YOU HAVE A TRUST?*
  • WOULD YOU LIKE TO START AN LLC OR NON PROFIT?*
  • DO YOU OWN A HOME?*
  • DO YOU PLAN ON PURCHASING A HOME WITHIN THE NEXT 2 YEARS?*
  • DID YOU HAVE A 401K, IRA, SEP, OR RETIREMENT ACCOUNT??*
  • DID YOU WITHDRAW OR ROLLOVER FROM A RETIREMENT ACCOUNT (401K, IRA)??*
  • DID YOU ENGAGE IN VIRTUAL CURRENCY TRADES (CASH APP. STOCKS. BITCOIN ETC) ?*
  • DO YOU OR ANY OF YOUR DEPENDENTS ATTEND COLLEGE?*
  • DID YOU MAKE STUDENT LOAN PAYMENTS?*
  • Did you purchase a new energy-efficient/electric car, truck, or van?*
  • Did you make any new energy-efficient improvements to your home?*
  • DO YOU HAVE ANY RENTAL OR INVESTMENT PROPERTIES?*
  • Are you involved in bankruptcy, foreclosure, repossession, or had any debt (including credit cards) cancelled?*
  • Do you own or have financial interest in a foreign bank or financial account?*

  • CAN WE STAY IN TOUCH?

  • I CONSENT TO SUBSCRIBE TO RIGHTWAY TEXT MESSAGES*
  • I CONSENT TO SUBSCRIBE TO RIGHTWAY EMAILS*

  • HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?

  • DO YOU WANT TO APPLY FOR A TAX REFUND ADVANCE?*
  • Would you like your Tax Preparation fee deducted from your Tax Refund?*
  • How Would You Like to Receive Your Tax Refund? * Live Checks Not Available for Tax Season 2026*
  • Rows
  • How Did You Hear About Us?*

  • RIGHT WAY TAX AND FINANCIAL SERVICES LLC WILL PREPARE YOUR INDIVIDUAL FEDERAL TAX RETURN FROM THE INFORMATION YOU HAVE PROVIDED VIA THIS FORM. WE WILL NOT AUDIT OR VERIFY BEYOND REASONABLE MEASURE THE INFORMATION YOU HAVE PROVIDED FOR US. YO THE TAX PAYER, ARE ULTIMATELY RESPONSIBLE FOR THE PREPARATION AND FILING OF YOUR FEDERAL TAX RETURN THE TAXPAYER /SPOUSE NAMED ON THE ABOVE DOCUMENT, HAS PROVIDED TO RIGHT WAY TAX AND FINANCIAL SERVICES LLC. THE ATTACHED AND REQUIRED TAX INFORMATION TO THE BEST OF HIS/HER KNOWLEDGE.  I ATTEST THAT THIS INFORMATION IS ACCURATE, FACTUAL, AND COMPLETE.

     

  • Date*
     / /

  • Step 2: Attach, Take Photos or Upload Your Tax Documents

    If you have any trouble attaching documents are taking photos please complete all the items in Step 1 and Step 3 then make an appointment below and click submit below.
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  • Option 3: Email your tax docs to info@taxrightway.com (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)

  • Email: info@taxrightway.com for issues with uploading

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