2021 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 2021 tax return.
Select Preparer
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?
Cell Number
Enter Name of Phone Carrier
Example: Verizon, AT&T, T-Mobile, Metro
Email
example@example.com
Are you a returning client?
Referred by:
Driver Lic/ID#
ID State:
Issue Date:

MonthDayYear
Date
Expiration Date:

MonthDayYear
Date
Filing Status
Married Living With Spouse?
Married Not Living With Spouse?
Check Your Source of income?
Do you own a home?
Upload Mortgage Interest Statement

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Do you have Marketplace Healthcare Insurance?
Upload 1095 A, B, or C Form

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Do you have an electrical vehicle?
If yes, enter make
If yes, enter model
If yes, enter year
If yes, enter vin #
Is the vehicle leased, owned, or financed?
Have you ever been Audited by the IRS?
Upload Audit Letter

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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?
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)?
If yes, why were you disallowed?
Were you already claimed as a Dependent?
Has the IRS ever issued you an Identity Theft Pin Number?
If yes, enter Identity Theft Pin Number
Did you receive the stimulus?
Did You Acquire Educational Expenses In 2021?
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
Do you have any unfiled tax returns?
Do you owe the IRS Delinquent Student Loans, Back Child Support, ETC?
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?
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 2021
Total Expenses in 2021 (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?
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
Are you a returning client?
Referred by:
Driver Lic/ID#
ID State:
Issue Date:

MonthDayYear
Date
Expiration Date:

MonthDayYear
Date
Married Living With Spouse?
Married Not Living With Spouse?
Check Your Source of income?
Do you own a home?
Upload Mortgage Interest Statement

Browse Files

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Do you have Marketplace Healthcare Insurance?
Upload 1095 A,B, or C Form

Browse Files

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Do you have an electrical vehicle?
If yes, enter make
If yes, enter model
If yes, enter year
If yes, enter vin #
Is the vehicle leased, owned, or financed?
Have you ever been Audited by the IRS?
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?
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)?
If yes, why were you disallowed?
Were you already claimed as a Dependent?
Has the IRS ever issued you an Identity Theft PIN number?
If yes, enter Identity Theft Pin Number
Did you receive the stimulus?
Did You Acquire Educational Expenses In 2021?
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 unfilled tax returns?
Do you owe the IRS Delinquent Student Loans, Back Child Support, ETC?
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?
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

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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
Tax Return From Previous Tax Season

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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 2021
Total Expenses in 2021 (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?
Is Dependent 2 Disabled or Blind?
Is Dependent 3 Disabled or Blind?
Is Dependent 4 Disabled or Blind?
Is Dependent 5 Disabled or Blind?
Is Dependent 6 Disabled or Blind?
Upload Proof of Disability

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How much did you receive in Advance Child Tax Credit Payments?
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

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How do you want to receive your refund?
Bank Name:
Bank Routing #:
Bank Account #:
Bank Account Type
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 2021 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
Date

MonthDayYear
Date
Time

:HourMinutesAM/PM Option
Should be Empty:

JMG Tax Services Quote Form