Date
*
/
Month
/
Day
Year
Date
Filing Status (HOH, Single, Married Filing Joint, Married Filing Seperate)
*
Primary Full Name
*
Primary Social Security Number
*
Primary's DOB
*
-
Month
-
Day
Year
Date
Primary's Email Address
*
Primary Occupation:
*
Primary License Number
*
Primary License Issue Date
*
Primary License Expiration Date
*
State of Issuance
*
Spouse's Full Name
Put N/A if you are not married. Required if married.
Spouse's Social Security Number
Put N/A if not applicable. Required if married.
Spouse's Date of Birth
/
Month
/
Day
Year
Date. Required if married.
Spouse's Email address
Spouse Occupation
Required if married.
Spouse License Number
Required if Married Filing Joint or Married Filing Separately
Spouse License Issue Date
Required if Married Filing Joint or Married Filing Separately
Spouse License Expiration Date
Required if Married Filing Joint or Married Filing Separately
Spouse License State of Issuance
Required if Married Filing Joint or Married Filing Separately
Home Phone
*
Primary Cell Phone
*
Spouse's Cell Phone
Address
*
City
*
State.
*
ZIP Code
*
Dependent's Name(s), Relationship, Gender, and Social Security Number.
How many months did dependent love with you for the year?
Were any credits disallowed in the previous year?
Yes
No
N/A
Do you have a copy of prior years' AGI or Tax Documents?
Yes
No
Do you own a business?
Yes
No
If yes, what type of business (Sole Proprietorship, Single MemberLLC, Multi-Member LLC, S-Corp, C-Corp or Partnership)?
Put N/A if you do not have a business.
What's the name of the business and give a brief description of what you do?
Put N/A if this does not apply.
Do you own rental property?
Yes
No
Do you have investments?
Yes
No
Do you own Crypto Currency?
Yes
No
Are you in a qualifying educational institution or have a dependent in a qualifying educational institution?
Yes
No
Me and my dependent.
If so, did you receive a form 1098T for your institution?
Yes
No
I'm not sure.
Is anyone listed on the return considered disabled by law?
Yes
No
If your previous answer was yes, who is it?
Can you provide SSA form or award letter?
Yes
No
N/A
Any dependent or childcare expenses?
Yes
No
N/A
Where did you pay your childcare expenses? (Please provide the name, EIN, and amount paid.
Put N/A if this does not apply.
Is there anyone listed on the return that is NOT a U.S. resident?
Yes
No
N/A
Did you receive any unemployment during the tax year?
Yes
No
N/A
What was the total amount of unemployment received? (if applicable)
Put N/A if this does not apply.
Did you or anyone in your household receive insurance through the marketplace?
Do you have employer paid health insurance
Do you have proof of employer insurance?
Did you pay any medical expense, copays, hospital bills, pharmacy, and/or physician's expense?
Yes
No
If so, can you provide proof
Put N/A if this does not apply.
Did you make any estimated payments or carryover payments for the tax year?
Yes
No
N/A
Are you an educator and have any applicable educators' expense up to amount set by federal guidelines?
Yes
No
Do you have any cancellation of debt? List amount. (1099-C will need to be provided)
List Name of Debtor and Amount Forgiven
Did you have any gambling winnings?
Yes
No
Can you provide the w2-G form for your winnings?
No
Yes
N/A
Did you purchase a home in 2008 and still qualify for First Time Homebuyer Credit?
Yes
No
N/A
Have you received any rental payments for any rental properties?
Yes
No
N/A
Do you have proof of expenses? (Credit card/Bank statements, repair bills, payment receipts)?
Yes
No
N/A
Are you claiming injured spouse of filing taxes for deceased?
Yes
No
N/A
Other
If you answered yes to the question above, for whom are you filing?
Put N/A if it does not apply.
Bank Name
*
Checking or Savings?
*
Account Number
*
Routing Number
*
Submit
Should be Empty: