Tax Preparation Form | New Client Only
Please Enter your information as accurately as possible. Please upload your required documents that are needed to process your 2024 Tax Return.
Client Information
Name
First Name
Last Name
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Are you a victim of identity theft?
Please Select
Yes
No
If your answer is yes, the IRS would have provided you with an IP Pin. Please enter it in the box below (It is a 6 digit number).
What is your filing status?
SINGLE
HEAD OF HOUSEHOLD
MARRIED FILING JOINTLY
MARRIED FILING SEPERATE
QUALIFYING WIDOW OR DEPENDENT
NOT SURE
What documents do you have?
W2
1099
SCHEDULE C
1099R
STIMULUS FORMS
UNEMPLOYMENT
SMALL BUSINESS/SELF EMPLOYED
If you are claiming head of household, what documents will you be providing for verification?
Please Select
Rental agreement
Rent receipts
Mortgage interest statements
Property tax payments
Enter full SSN
*
Enter Date of Birth
*
-
Month
-
Day
Year
Date
Please indicate if you have a drivers License or State ID
*
Please Select
Drivers License
State ID
Enter Drivers License / State ID number
*
Enter the issuing state of DL / State ID
*
Enter DL / State ID issued date
*
Enter DL / State ID expiration date
*
Please state your occupation
*
Upload ID
*
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Choose a file
Cancel
of
Upload social security card
*
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of
Spouse Information
*If Applicable*
Please enter spouse name
First Name
Last Name
Spouse date of birth
-
Month
-
Day
Year
Date
Spouse Social Security Number
Please indicate if your spouse have a drivers License or State ID
Please Select
Drivers License
State ID
Please enter the spouse issuing state of DL / State ID
Please enter spouse Driver License / State ID number
Please enter the spouse DL / State ID issued date
Please enter the spouse DL / State ID expiration date
Please enter spouse occupation
Upload spouse ID
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of
Upload spouse social security card
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of
DEPENDENTS
Please enter dependent information *if applicable*
Dependent #1
First Name
Last Name
Dependent #1 Social security number
Dependent #1 Date of birth
-
Month
-
Day
Year
Date
Relationship to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Dependent #1 social security card
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Choose a file
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of
Please upload proof of residency for dependent. For example: School report card, doctor letter, or lease with child's name on it.
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of
Dependent #2
First Name
Last Name
Dependent #2 Social security number
Dependent #2 Date of birth
-
Month
-
Day
Year
Date
Relationship to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Dependent #2 social security card
Browse Files
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Choose a file
Cancel
of
Please upload proof of residency for dependent. For example: School report card, doctor letter, or lease with child's name on it.
Browse Files
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Choose a file
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of
Dependent #3
First Name
Last Name
Dependent #3 Date of birth
-
Month
-
Day
Year
Date
Dependent #3 Social security number
Relationship to dependent
Please Select
Child
Step child
Grandchild
Foster child
Other
Dependent #3 social security card
Browse Files
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of
Did your dependents have insurance all of 2024?
Yes
No
Please upload proof of residency for dependent. For example: School report card, doctor letter, or lease with child's name on it.
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of
Explain living situation for all dependents, if needed.
Documents
Upload W2 #1
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of
Upload W2 #2
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of
Upload W2 #3
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of
Additional Documents
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of
Did you have a business in 2024, includes 1099. For example, hair stylist, baby sitting, uber, lyft, door dash etc.
If so, please indicate the name and nature of your business
Do you need assistance with reconstructing your business expenses?
Please Select
Yes
No
If your address is different then the one that's on your government ID or drivers license, please indicate the reason why below.
Are all of the children being claimed related to the taxpayer by birth of bloodline? If no, please identify which child is not related to you.
Please indicate why you are claiming this child that is not related to you. What are the circumstances that you have supported this child for at least 6 months of 2024. Please outline the support you have provided to the child.
How do you want your refund?
Please Select
Direct Deposit
Check by mail
Direct Deposit
*if applicable*
Bank Routing number
Bank Account number
ADDITIONAL COMMENTS
Please leave additional information if needed
Todays Date
*
-
Month
-
Day
Year
Date
Signature
*
By clicking the submit button, I agree to the terms & conditions. *I acknowledge that all information provided to Royalty Financial Services is true and accurate to the best of my knowledge. I understand I am required to have any supporting documentation to validate the information provided. I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to facing court dates, restitution, and possible imprisonment. I waive Royalty Financial Solutions and the preparer of any error because of incorrect information provided by me.
*
I Agree
Schedule a phone appointment to review tax refund application
*Optional*
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