Client Tax Data Sheet
Fill out the form below to submit your tax information. All information provided is protected via our secure portal. It is important to note that Brewer Financial Firm finishes tax returns in the order in which they were received. Most tax returns can be completed within 48-72 hours, however, depending on the complexity of your tax return and the number of clients in my portal, completion of your tax return, could take at maximum 5 days. You will be contacted through our communication process, the stage your tax return is in. If you have any questions prior to completing this form, do not hesitate to contact Brewer Financial Firm by email at ContactUs@brewerfinancial.biz or by phone at (762-258-0022). Thank you and have a great day!
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Let's Get Started!
Everyone that files with Brewer Financial Firm, will receive a FREE vacation, a food voucher, or a hotel discount card PLUS be entered into our Brewer Bill Pay Giveaway Program!
Please select the following years you are trying to file
*
2025
2024
2023
2022
2021
How did you hear about us or who referred you?
Is this year your first year filing your taxes with Brewer Financial Firm, LLC? Note: First time clients, may be required to submit previous year tax return.
*
Yes
No
Tax Preparer’s name you want to file your taxes:
Tax Preparer You Want To File Your Taxes:
*
Monica Brewer
Larry Brewer
Consandra Herring
Gabrielle Allen
Do you have an IPPIN (Identity Protection PIN) that is required to file your taxes?
*
Yes
No
Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)
*
Yes
No
Do you currently have any outstanding balances that could present an offset with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm.
*
Yes
No
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Personal Information
First Name
*
Middle Name
Last Name
*
Suffix
Jr, Sr, II, III
Social Security Number
*
Date of Birth
*
/
Month
/
Day
Year
Date Picker Icon
Occupation
*
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
Format: (000) 000-0000.
Email
*
example@example.com
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Social Sec. Card & Driver's License, IP PIN & 1095A(if applicable )
*
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Identification
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Determining Filing Status
Answer the questions below, so that the experts at Brewer Financial Firm can determine the filing status that would be most beneficial for you. If you feel that you qualify for the Head of Household filing status, taxpayer is required to submit their birth certificate for verification purposes.
What is your filing status?
*
Choose One
Single
Married Filing Joint
Married Filing Separate
Qualifying Surviving Spouse
Are you single or married?
*
Single
Married
Separated and has not lived with spouse the last 6 months of the year
Did your marital status change during the year?
*
Yes
No
Does not apply
Will you be claiming any dependents on your tax return?
*
Yes
No
Are you filing an eligible spouse on your tax return?
*
Yes
No
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Spouse Name
First Name
Middle Name
Last Name
Suffix
Social Security Number
*
Occupation
*
Date of Birth
*
-
Month
-
Day
Year
Date Picker Icon
Phone Number
*
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Driver's License & Social Security Card, IP PIN(if applicable)
*
Choose File
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Choose a file
Identification
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Do you have any children or dependents to file?
*
Yes
No
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Dependents
Should only be listed if you take care of the dependent over half of the year
Image of Dependent's S.S.Card & Birth Certificate, IP PIN(if applicable)
*
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Choose a file
Upload ALL here
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1. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date Picker Icon
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
2. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date Picker Icon
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
3. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date Picker Icon
Social Security Number
*
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
4. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date Picker Icon
Social Security Number
*
Did you pay any child care expenses throughout the year ?
*
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name
*
First Name
Last Name
Amount Paid
*
Child Name
First Name
Last Name
Amount Paid
Child Name
First Name
Last Name
Amount Paid
Provider Name
*
Format: (000) 000-0000.
Provider Tax ID#/ SSN
Provider Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you want to enter another child care provider?
*
Yes
No
Child Name
*
First Name
Last Name
Amount Paid
*
Child Name
First Name
Last Name
Amount Paid
Child Name
First Name
Last Name
Amount Paid
Provider Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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College/University
Did you attend a College or university last year?
*
Yes
No
If you answered yes to the question above, did you receive form 1098-T?
*
Yes
No
Name of College/University
Address of College/University
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tax ID#/EIN
If this for you, the taxpayer, or for a dependent that you are claiming. Provide the name below:
Do you have another College/University to add?
*
Yes
No
Address of College/University
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tax ID#/EIN
If this for you, the taxpayer, or for a dependent that you are claiming. Provide the name below:
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Upload photos of your W-2s, 1099s, last paystubs, and ALL documents pertaining to income
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Upload
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Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
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Choose a file
Optional but STRONGLY recommended
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Do you owe from previous years?
*
Yes
No
I have not filed previous years
Unsure. Please note: If unsure, call the Treasury Offset Number at 1-800-304-3107. A copy of your tax transcript may be requested by your tax preparer.
Did you obtain a PPP or ERC Loan in previous years?
*
Yes
No
Unsure
Did you apply for any of the credits in previous years? Select all that apply
*
7202 COVID credit for Family Sick Leave
ERC
IRC
Fuel Tax Credit
Residential Energy Credit
Household Employer
I did not apply for any credit
Other
Do you have a business (Schedule C) that you would like to be included on your return?
*
Yes
No
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Business Owners Data Sheet
Schedule C
Name of Business
Employer ID Number
EIN
What is the legal structure of your business?
Choose One
Sole Proprietor
Partnership
Corporation
LLC
Non-Profit
Haven't Filed It
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What Is The Nature of Your Business
What Is Your Website ?
How do you collect payments?
Do you have a separate bank account? If so, what is the name of the bank used?
Amount of business taxes paid throughout the year?
$
Business Income
All income receive during the fiscal year
Total Income
$
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Contract Labor
An person or company paid to assist you
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc.
Repairs and Maintenance
Supplies
Objects used to operate your business
Taxes and Licenses
Travel, Meals, and Entertainment
Airfare, Uber, Taxi, Lyft, Business Dining, Business Entertainment, and etc.
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
In the event of an audit by the IRS, can you provide documented proof of all information listed above and on your tax return?
Yes
No
Upload EIN, Business License, P/L Statements, Business Bank Account Statement, Utility Bills, Lease, Business Card, Flyer, and any other documents that you want us to have on file. PLEASE NOTE: Without the proper documentation, Brewer Financial Firm will exercise their right not to move forward with filing your self employment. In the event that this happens, you will be contacted and allotted 72 business hours to provide documentation before either readjusting or terminating the tax preparation filing process.
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Payment/Refund
(Checks can be picked up in office or sent via mail)
Select below the method that you prefer to receive your refund
*
Direct Deposit
Check
Card
Bank Name (Skip If You Prefer Your Refund Via Check)
Bank Routing Number
Bank Account Number
Account Type
Checking
Savings
Did you receive the Christmas loan from Brewer Financial Firm?
*
Yes
No
Are you interested in applying for a same day refund advance loan? (Up to $7,500) Refund advance loans are available starting January 2nd. Refund advance loans are not based on credit and your tax preparer will not know the reason for denial, if denied.
*
Yes (bank fees apply if over $1,000)
No
If interested in a refund advance loan, indicate the amount. The bank determines the amount. Brewer Financial Firm has no input on the amount you will receive if approved.
*
Up to $1,000
$1,001 - $7,500
You understand that applying for an advance loan means that you are filing your taxes with Brewer Financial Firm.
*
Yes
No
You understand that if you are denied for the advance, Brewer Financial Firm cannot stop the IRS from processing your tax return even if the IRS has not officially opened.
*
Yes
No
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Do you want to schedule an appointment to discuss your tax matters? If so, select yes and schedule your appointment. If no, proceed to the end.
*
Please Select
Yes
No
If you selected yes, indicate how you would like to discuss your tax matters?
In office
By phone
Zoom link
Appointment
E- Signature Below
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (706-992-6118) or email ContactUs@brewerfinancial.biz.
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