FILE 2024 TAX RETURN

Exquisite Tax Services LLC

Please enter your information as accurately as possible. Please upload your required documents that are needed to process your 2024 tax return.
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
YesNo
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?*
YesNo
Referred by:
Driver Lic/ID#*
ID State*
Issue Date*

MonthDayYear
Date
Expiration Date*

MonthDayYear
Date
Single (Only you are living there, no dependent live with you)Head of Household (You are paying the bills & dependent live with you)Married Filing JointlyMarried Filing SeparateQualifying Widower
YesNo
(Job) W21099 ContractorSelf EmployedSSI/SSAUnemploymentOther
YesNo
Upload Mortgage Interest Statement

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YesNo
Upload 1095 Form

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YesNo
YesNo
YesNo
If yes, enter Identity Theft PIN number*
Did You Acquire Educational Expenses in 2024?*
Upload 1098 T Form

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School Name
School EIN
School Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
YesNo
YesNo
Upload your ID*

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Upload your SS Card*

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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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1099-G

If You Received Unemployment
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Summary of Income & Expenses

Self Employed Only
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HOH Utility Bill

Head of Household
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HOH Proof of Residency

Medical Statement, School Record, or Lease
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Additional Docs

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Upload Previous Year Tax Return

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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
Expenses (Advertising, Rent, Etc)
Spouse Name
Occupation (Job Title)
DOB

MonthDayYear
Date
SSN
Spouse Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
YesNo
Cell Number
Enter Name of Phone Carrier
Email
example@example.com
Driver Lic/ID#
ID State:
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Upload Spouse ID

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Previous Year Transcript*

YOU CAN FIND THIS ON THE IRS WEBSITE. IRS.GOV
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Upload Spouse SS Card

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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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Tax Return From Previous Tax Season

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Additional Docs

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Rows	Dependent Name	Date of Birth	Social Security Number	Relationship	How many months dependent live with you 1-12 months
1
2
3
4
5
6

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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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
Additional Docs

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Direct DepositNetspend CardPaper Check
Bank Name:
Bank Routing #:
Bank Account #:
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 Exquisite Tax Services from any liability related to the information provided. My signature also authorized Exquisite Tax Services to electronically file my tax year 2024 income tax return. I am aware my refund can take typically between 9 to 21 business days to deposit in my account.

NOTICE: (2) It is important that you present all your income and expense statements i.e. W-2, 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*

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Date*

MonthDayYear
Date
Time*

Hour Minutes

AM/PM Option
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Exquisite Tax Services LLC

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