• APS Taxes Client Onboarding Form

  • Thank you for filing with APS Taxes. We are excited to be you ultimate Professional Resource and Tax Solution. Please gather all documents prior to completing this link as it will time out due to inactivity or browser security reasons. For a premium experience we recommend doing it on a computer, laptop, or tablet.

  • Are you a new or returning customer?
  • What year are you filing, please only select 1 year at a time and only upload items for that tax year :
  • Filing Status
  • Do you have a updated Driver's license(s)?
    • Taxpayer Information 
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Do you have a IPPIN(Identity Protection PIN)?*
    • Are you a full-time student?
    • Are you totally and permanently disabled?
    • Are you legally blind?
    • Did you receive Unemployment?
    • Did the primary taxpayer receive a Form 1095-A Health Insurance Marketplace Statement?
    • Are you married?*
    • Are you claiming any dependents?
    • Spouse Information 
    • Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Format: (000) 000-0000.
    • Do they have a IPPIN(Identity Protection PIN)?
    • Are they a full-time student?
    • Are they totally and permanently disabled?
    • Are they legally blind?
    • Are they your dependent?
    • Did they receive a Form 1095-A Health Insurance Marketplace Statement?
    • Dependents 
    • Enter your dependents here
      Rows
    • Do you have any expenses for child care?
    • Child Care Details
    • Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?
      Rows
    • Tax Related Questions 
    • Employment Status
    • Are you contributing to 401k or other pre-tax account?
    • Do you plan on making any major purchases this year?(Home, rental properties)
    • Is this your first time opening a pre-tax account?
    • Please select what state return are you requesting?
    • Do you have tuition expenses?
    • Do you own your home or any rental property?
    • Do you have mortgage interest?
    • Do you have real estate tax?
    • Do you have documents that shows you paid for property taxes?
    • Did you install energy star rated improvements to your home this year?
    • Are you currently renting?
    • What is the monthly rental amount?
    • Did you sell any stock?
    • Did you take money from your 401K?
    • Did you pay your vehicle tax?
    • Would you like to itemize to beat the standard deduction?
    • General Expenses
      Rows
    • Did you receive a federal tax last year?
    • Are you a victim of identity theft?
    • Are you self employed or operate a business?
    • Do you own any rental properties?
    • Self Employed Business Info & Expenses 

    • Please fill-up the information within the current year only.

    • Business Expenses
      Rows
    • Have you filed your Beneficial Ownership Information(BOI) Report under the Corporate Transparency Act (CTA). The CTA requires certain types of U.S. and foreign entities to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.
    • Rental Property Info & Expenses 
    • Property A Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property A: Income & Expenses
      Rows
    • Do you have a second rental property?
    • Property B Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property B: Income & Expenses
      Rows
    • Do you have a third rental property?
    • Property C Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property C: Income & Expenses
      Rows
    • Do you have a fourth rental property?
    • Property D Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property D: Income & Expenses
      Rows
    • Do you have a fifth rental property?
    • Property E Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property E: Income & Expenses
      Rows
    • Do you have a sixth rental property?
    • Property F Details Property Types: 1. Single Family, 2. Multi- Family, 3. Vacation/Short Term, 4.Commercial, 5. Land, 6. Royalties, 7. Self Rental, 8. Other(describe)
    • Property F: Income & Expenses
      Rows
    • Documents 
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    • Acknowledgment & Signature 
      • I confirm that all information I entered here is accurate and true.
      • I give consent to use, consent to disclose my federal and state tax return information to AWNAB Professional Services, LLC, my individual/ household as well as business information deemed neccessary for federal and state paper or electronic filing.
      • Please Select this link and review the consent to use, consent to disclose & Engagement Letter.CONSENT TO USE, CONSENT TO DISCLOSE, ENGAGEMENT LETTER
      • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
    • Type of account
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed
       - -
      2 digit month, 2 digit day, 4 digit year
    •  
    • Should be Empty: