2023 JMG TAX SERVICES Quote Form

JMG Tax Services Quote Form

Please enter your information as accurately as possible. Please upload your required documents that are needed to process your 2023 tax return.
Select Preparer *
This Is Who You Want To Prepare & File Your Taxes
Taxpayers First & Last Name*

First NameLast Name
Occupation(Job Title)*
DOB*

MonthDayYear
Date
FULL SSN*
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County Name That You Live In?*
Did Your Address Change From Last Tax Season?*

YesNo
If Your Address Changed From Last Tax Season Enter Here

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Why did your address change from last tax season?
Cell Number*
Enter Name of Phone Carrier
Example: Verizon, AT&T, T-Mobile, Metro
Email*
example@example.com
Approximately, how much was your refund last year?*
Are you a returning client?*

YesNo
Referred by:*
Driver Lic/ID#*
ID State:*
Issue Date:*

MonthDayYear
Date
Expiration Date:*

MonthDayYear
Date
Filing Status*

Single (Only you are living there, no dependent live with you)Head of Household (You are paying all the bills & dependent live with you)Married Filing JointlyMarried Filing SeparateQualifying Widower
Married Living With Spouse?

YesNo
Married Not Living With Spouse?

YesNo
Check Your Source of income?*

(Job) W21099 ContractorSelf EmployedSSI/SSAUnemploymentOther
Do you own a home?*

YesNo
Do you want to become a homeowner?*

YesNo
Upload Mortgage Interest Statement

Browse Files

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Do you have Marketplace Healthcare Insurance?*

YesNo
Upload 1095 A, B, or C Form

Browse Files

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Do you have an electrical vehicle?*

YesNo
If yes, enter make
If yes, enter model
If yes, enter year
If yes, enter vin #
Is the vehicle financed, leased, or owned?
Have you ever been Audited by the IRS?*

YesNo
Upload Audit Letter

Browse Files

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Can you provide documentation to substantiate eligibility for the credit(s) and / or Head of House filing status and the amount of any credit(s) claimed on the return if your return is selected for audit?*

YesNo
Have you ever been disallowed or reduced in a previous year for EITC (EARNED INCOME TAX CREDIT) , AOTC (AMERICAN OPPORTUNITY TAX CREDIT), OR CTC (CHILD TAX CREDIT)?*

YesNo
If yes, why were you disallowed?
Were you already claimed as a Dependent?*

YesNo
Has the IRS ever issued you an Identity Theft Pin Number?*

YesNo
If yes, enter Identity Theft Pin Number
Did You Acquire Educational Expenses In 2023?*
Upload 1098 T Form

Browse Files

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School Name
School EIN
School Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have any unfiled tax returns?*

YesNo
Do you owe the IRS Delinquent Student Loans, Back Child Support, ETC?*

YesNo
Upload Documentation for Debt Owed

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Do You Authorize For JMG Tax Services to verify you have no back Debt with IRS?*

YesNo
Upload your ID*

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Upload your SS Card*

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Upload your Birth Certificate

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W2 #1

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W2 #2

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W2 #3

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W2 #4

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W2 #5

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W2 #6

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W2-G Lottery & Gambling Winnings

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1099-G

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If You Received Unemployment Cancelof
Summary of Income & Expenses

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Self Employed Only Cancelof
HOH Utility Bill

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Head of Household Cancelof
HOH Proof of Residency

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Medical Statement, School Record, or Lease Agreement Cancelof
Upload Previous Year Tax Return

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Additional Docs

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Name Of Business
Employer ID Number (EIN)
Business Type
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Income from Business in 2023
Total Expenses in 2023 (Advertising, Car & Truck, Commissions & Fees, Contract Labor, Depletion, Employee Benefit Programs, Insurance, Interest, Mortgage, Legal & Professional Services, Office Expenses, Pension & Profit Sharing Plans, Rent/Lease, Other Business Property, Repairs & Maintenance, Supplies, Taxes & Licenses, Travel & Meals, Utilities)
Spouse Name
Occupation(Job Title)
DOB

MonthDayYear
Date
FULL SSN
Spouse Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County Name That You Live In?
Did Your Address Change From Last Tax Season?

YesNo
If Your Address Changed From Last Tax Season Enter Here

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Why did your address change from last tax season?
Cell Number
Enter Name of Phone Carrier
Example: Verizon, AT&T, T-Mobile, Metro
Email
example@example.com
Approximately, how much was your refund last year?
Are you a returning client?

YesNo
Referred by:
Driver Lic/ID#
ID State:
Issue Date:

MonthDayYear
Date
Expiration Date:

MonthDayYear
Date
Married Living With Spouse?

YesNo
Married Not Living With Spouse?

YesNo
Check Your Source of income?

(Job) W21099 ContractorSelf EmployedSSI/SSAUnemploymentOther
Do you own a home?

YesNo
Do you want to become a homeowner?

YesNo
Upload Mortgage Interest Statement

Browse Files

Cancelof
Do you have Marketplace Healthcare Insurance?

YesNo
Upload 1095 A,B, or C Form

Browse Files

Cancelof
Do you have an electrical vehicle?

YesNo
If yes, enter make
If yes, enter model
If yes, enter year
If yes, enter vin #
Is the vehicle financed, leased, or owned?
Have you ever been Audited by the IRS?

YesNo
Upload Audit Letter

Browse Files

Cancelof
Can you provide documentation to substantiate eligibility for the credit(s) and / or Head of House filing status and the amount of any credit(s) claimed on the return if your return is selected for audit?

YesNo
Have you ever been disallowed or reduced in a previous year for EITC (EARNED INCOME TAX CREDIT) , AOTC (AMERICAN OPPORTUNITY TAX CREDIT), OR CTC (CHILD TAX CREDIT)?

YesNo
If yes, why were you disallowed?
Were you already claimed as a Dependent?

YesNo
Has the IRS ever issued you an Identity Theft PIN number?

YesNo
If yes, enter Identity Theft Pin Number
Did You Acquire Educational Expenses In 2023?
Upload 1098 T Form

Browse Files

Cancelof
School Name
School EIN
School Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have any unfilled tax returns?

YesNo
Do you owe the IRS Delinquent Student Loans, Back Child Support, ETC?

YesNo
Upload Documentation for Debt Owed

Browse Files

Cancelof
Do You Authorize For JMG Tax Services to verify you have no back Debt with IRS?

YesNo
Upload Spouse ID

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Upload Spouse SS Card

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Upload Spouse Birth Certificate

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W2 #1

Browse Files

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W2 #2

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W2 #3

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W2 #4

Browse Files

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W2 #5

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W2 #6

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W2-G Lottery & Gambling Winnings

Browse Files

Cancelof
1099-G

Browse Files
If You Received Unemployment Cancelof
Summary of Income & Expenses

Browse Files
Self Employed Only Cancelof
Tax Return From Previous Tax Season

Browse Files

Cancelof
Additional Docs

Browse Files

Cancelof
Name Of Business
Employer ID Number (EIN)
Business Type
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Income from Business in 2023
Total Expenses in 2023 (Advertising, Car & Truck, Commissions & Fees, Contract Labor, Depletion, Employee Benefit Programs, Insurance, Interest, Mortgage, Legal & Professional Services, Office Expenses, Pension & Profit Sharing Plans, Rent/Lease, Other Business Property, Repairs & Maintenance, Supplies, Taxes & Licenses, Travel & Meals, Utilities)
Do you have full or joint custody?
Is there a court order? Upload Documentation

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Is Dependent 1 Disabled or Blind?

YesNo
Is Dependent 2 Disabled or Blind?

YesNo
Is Dependent 3 Disabled or Blind?

YesNo
Is Dependent 4 Disabled or Blind?

YesNo
Is Dependent 5 Disabled or Blind?

YesNo
Is Dependent 6 Disabled or Blind?

YesNo
Upload Proof of Disability

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Were You Pregnant In 2023?

YesNo
Did You Give Birth In 2023?

YesNo
Upload Dependent #1 SS Card

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Upload Dependent #2 SS Card

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Upload Dependent #3 SS Card

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Upload Dependent #4 SS Card

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Upload Dependent #5 SS Card

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Upload Dependent #6 SS Card

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Upload Dependent #1 Birth Certificate

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Upload Dependent #2 Birth Certificate

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Upload Dependent #3 Birth Certificate

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Upload Dependent #4 Birth Certificate

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Upload Dependent #5 Birth Certificate

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Upload Dependent #6 Birth Certificate

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Childcare Provider Name
Childcare Provider EIN or FULL SSN
Childcare Provider Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Total Amount Paid To Childcare Provider
Proof of Payments To Childcare Provider

Browse Files

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How do you want to receive your refund?*

Direct DepositNetspend CardPaper Check
Bank Name:
Bank Routing #:
Bank Account #:
Bank Account Type

Personal CheckingPersonal Savings
NOTICE: (1) By signing form below, I certify that all information is true, complete, and accurate. I understand that false information may be grounds for the federal government to seek criminal charges against myself. I also release JMG Tax Services from any liability related to the information provided. My signature also authorizes JMG Tax Services to electronically file my tax year 2023 income tax return. I am aware my refund can take typically between 9 to 21 business days to deposit in my account, but there may be other delays due to the IRS back log and JMG Tax Services cannot circumevent the delay in this instance.

NOTICE: (2) It is important that you present all your income and expense statements i.e. W-2, W-2G (Lottery & Gambling Winnings), unemployment, retirement, P&L, etc. Failure to report such documents could result in the delay of your refund and or you will receive an IRS audit notice via mail. If you have read and understand this notice, please sign and date below.
Tax Payer Signature*

Clear
Date*

MonthDayYear
Date
Time*

:HourMinutesAM/PM Option
Should be Empty:

JMG Tax Services Quote Form