Today’s Date:
Select Your Preparer
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Almetra Murdock
(Optional) Please provide the name of the person who referred you or provide the place where you saw our business.
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Primary Taxpayer Email
*
Primary Taxpayer First Name
*
Primary Taxpayer Last Name
*
Taxpayer's SSN (The IRS requires your Social Security Number for e-filing)
*
Taxpayer's Date Of Birth
*
Primary Taxpayer's Occupation
*
Taxpayer's Phone Number
Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer can be claimed as a dependent on someone else's return.
Do You Have A Spouse?
*
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Yes
No
Spouse First and Last Name
Spouse Occupation
Spouse Date of Birth
Spouse Social Security Number
Spouse's Email
Spouse can be claimed as a dependent on someone else's return.
Spouse can be claimed as a dependent on someone else's return.
Does Spouse and Primary Taxpayer reside at same residence address
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Yes
No
Address
City
ZIP / Postal Code
State
Do you currently own or rent at your residence
*
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OWN
RENT
Do you use part of your home for your business
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YES
NO
7 months
8 months
9 months
10 months
11 months
12 months
How Many Dependents Will You Be Claiming
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0
1
2
3
4
5
Dependent #2 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year
Dependent #3 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year
Dependent #4 (Please provide the following information 1. Dependents First and Last Name 2. Full Social Security Number 3. Date of Birth 4. Relationship to Taxpayer 5. How many months did the dependent stay with taxpayer during Tax Year
Does Tax Payer, Spouse or Any Dependents get an IP (Identity Protection) Pin letter from the IRS every year?
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Yes
No
Do you have a business?
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No
Yes
What type of Business do you have?
How long have you been in business?
Business Address?
Please Provide Your Business EIN Number?
Upload ID/DL (for anyone over 18 years old on this filing) , Social Security Card (for all listed on this filing)
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Please download your W2's/1099s/1099K HERE - You can upload multiple files
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Upload 1098T, Receipts or School Schedule
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Please Upload any Additional Tax Forms that you have Received
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IF CLAIMING HOH please upload a copy of utility bill
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Do you have a Profit and Expense Record for your Business? (If you do not have one - that is OK- You will receive a portal login- Login to your client portal and complete the Profit and Expense Record)
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No
Yes
Did you have to pay out of pocket for any insurance through the Market Place? (Drop down)
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Yes
No
Did you have health insurance coverage for all 12 months of the tax year for which we are preparing tax returns? (please note that coverage for just one day of a month is considered coverage for the entire month)
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Yes
No
January
January
Will you want any of the following Bank Products? (Choose All That Apply) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information
No Bank Products
Tax Refund Advances
Deduction of Tax Preparation from your Refund
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How would you like your refund to be deposited when ready
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Bank Check
Direct Deposit
Pre-Paid Debit Card
I have a Tax Obligation and will not be receiving a refund
Bank Name
Bank Account # (Please double check for accuracy)
Bank Routing # (Please double check for accuracy)
Please double check your routing and account #
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Yes
No
Thank you so much,
AM Business Solutions, Your Tax Consultant: Almetra Murdock, CEO
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