SR TAX SOLUTIONS CLIENT DATA

As a Sr Tax Solutions Client, we need to collect the following information from you in order to begin to prepare your income tax return. questionnaire may take you up to 15 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.

Important: We require one form per person per tax year for whom we are preparing taxes. The taxpayer must submit their own information as there are places where they must digitally sign.

AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, YOU MUST CLICKED THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE.

Please also note: that to comply with federal and state identity theft protection efforts our firm will ask for a valid state IDENTIFICATION all documents to be emailed to ADMIN@SRTAXSOLUTIONS.NET

How did you hear about us?

Tax Preparer Name

If someone referred you, please type his or her name here.

File Status ?

HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS.PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.

Did you file a 2024 tax return?

Irs Identification Pin

What is your 2025 AGI (Adjusted Gross Income)

Do you owe any delinquent:?

Are you trying to buy a new home within the next 2 years?

Are you interested in Credit Repair

Tax Payers Name

First NameLast Name

Taxpayer's Phone Number

Example: xxx-xxx-xxxx

Taxpayer's Job Title

Tax payers SSN

Example: xxx-xx-xxxx

Taxpayer's Date of Birth

Example: 01/01/2001

Taxpayer's Email Address

example@example.com

Spouse's Full Name

First Name

Spouse SSN

Example: xxx-xx-xxxx

Spouse's Date of Birth

Example: 01/01/2001

Spouse's Phone Number

Example: xxx-xxx-xxxx

Spouse's Email Address

Example: example@example.com

Spouse's Job Title

Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Are you self employed?

Did you and your spouse live apart during the year?

What is your marital status as of December

Did you pay over half the expenses of maintaining your residence for the entire year?

Did you support a child or family member for more than 6 months out of the year?

If yes, did you live together at any time after June 30, 2025

DEPENDENTS

IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF

How many dependents are you claiming?

Dependent #1

First NameLast Name

Dependent #1 Date of Birth

01/01/2001

Dependent #1 SSN

What is Dependent #1's Relationship to you (son, daughter, etc.)?

How many months did Dependent #1 live with you in 2025? (If all year, enter 12)

Dependent #2

First NameLast Name

Dependent #2 Date of Birth

Example: 01/01/2001

Dependent #2 SSN

Dependent #2s SSN

Example: xxx-xx-xxxx

How many months did Dependent #2 live with you in 2025? (If all year, enter 12)

What is Dependent #2's Relationship to you (son, daughter, etc.)?

Dependent #3

First NameLast Name

Dependent #3's Date of Birth

01/01/2001

How many months did Dependent #3 live with you in 2025? (If all year, enter 12)

Dependent #3s SSN

Example: xxx-xx-xxxx

Dependent's #3 SSN

What is Dependent #3's Relationship to you (son, daughter, etc.)?

Dependent #4's First Name

First Name

Dependent #4's Last Name

Last Name

Dependent #4's Date of Birth

01/01/2001

Dependent #4's SSN

Example: xxx-xx-xxxx

What is Dependent #4's Relationship to you (son, daughter, etc.)?

How many months did Dependent #4 live with you in 2025? (If all year, enter 12)

Are there any dependents in daycare? If yes, please upload the form you received from your daycare provider.

Adjustments ?

Direct deposit Ready

Name of Bank

Which type of account would you like your refund deposited into?

Routing Number

Bank Account Number

Can someone else claim you as a dependent?

Did you have health insurance in 2024?

Did you have health insurance for the entire year?

Who was your insurance coverage through in 2024?

Was your insurance through Medicaid?

Was your insurance through the Affordable Care Act (The Marketplace)?

Who was your Dependents insured with in 2023?

Was YOUR DEPENDENTS' insurance through Medicaid?

Was YOUR DEPENDENTS' insurance through the Affordable Care Act (The Marketplace)?

Have you ever been denied the Earned Tax Credit (EITC)?

Please list the kind of vehicle you drove last year.

Were you or any of your dependents in college in 2023

Did you trade any Virtual Currency

Do you have a 1098-T Form for either you or your dependents?

Are you interested in AUDIT PROTECTION?

Documents

In order to proceed with your tax return if any of the following APPLIES to you, also due to the mass of applications entry's

I would need you to 1 send documents to admin@srtaxsolutions.net or you can upload in Mobile App (If uploading in Mobile app documents must be legible for printing.)

Taxpayer's Driver's License

Taxpayer's and Dependent(s ) Social Security

Card(s)

Dependents) Birth Certificate(S)

Dependent(s) Proof of Residency (Lease/Utility

Taxpayer's W-2/1099'S/

If you have a 1098-T form,you or dependent

Marketplace Insurance 1095 A Form

Only as it applies: Self- Employment Expense Log, Summary if Income, Business License, Bank Statements, receipts, etc

*CLIENT NON PAYMENT/OFFSET CLAUSE

At SR TAX SOLUTIONS, we strive to assist all of our clients in their tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fees associated with filing your tax return.

This agreement you acknowledge that if payment is not made in full with in 30 days after funded legal actions will be sought to resolve payment. Thank you

ADDITIONAL SERVICES

At SR Tax Solutions , we do more than just taxes. Please check below if you would be interested in any of the additional services we provide. We will schedule a time to speak with you at a later time.

Type a question

Name

First NameLast Name