APS Taxes Client Onboarding Form

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?

NewReturning
Who referred you to AWNAB Professional Services?*
Select your professional.
What year are you filing, please only select 1 year at a time and only upload items for that tax year :

202420232022202120202019
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower
Do you have a updated Driver's license(s)?

YesNo

Enter your dependents here

Does you, your spouse, and your dependents have health insurance within 12 months last year? If yes, who covers for it?

Tax Related Questions
Employment Status

EmployedUnemployedSelf-employed
Are you contributing to 401k or other pre-tax account?

YesNo
Do you plan on making any major purchases this year?(Home, rental properties)

YesNo
Is this your first time opening a pre-tax account?

YesNo
Please select what state return are you requesting?

State returnSchoolLocalRITACountry returns
What county do you live in?
What school district?
Do you have tuition expenses?

YesNo
Do you own your home or any rental property?

YesNo
Do you have mortgage interest?

YesNo
Do you have real estate tax?

YesNo
Do you have documents that shows you paid for property taxes?

YesNo
Did you install energy star rated improvements to your home this year?

WindowsDoorsFurnaceOther
Are you currently renting?

YesNo
What is the monthly rental amount?
How long have you lived at the property?
# of months
Did you sell any stock?

YesNo
Did you take money from your 401?

YesNo
Did you pay your vehicle tax?

YesNo
Would you like to itemize to beat the standard deduction?

YesNo

	Yearly Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses(employer)
Union Dues
Investment Expenses

Business Expenses

	Yearly Amount
Advertising
Commission and fees
Contractor labor
Employee Benefit Programs
Insurance(other than health)
Legal and Professional services
Office expense
Pensions and Profit-sharing plans
Repairs and maintenance
Supplies
Taxes and licenses
Utilities
Wages(less employment credits)
Travel
Meals
Rent or lease(vehicles, equipment)
Rent or lease(other business property)

The calculated amount above information given to AWNAB PROFESSIONAL SERVICES, LLC to prepare my income tax return is accurate and true to the best of my knowledge. I am aware that if audited by the IRS I must be able to provide proof/documentation.
What is the year make and model of vehicle used for business?
How many miles have you driven this year?
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.

YesNo

Documents
Upload Taxpayer Identification - SS card

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Upload Taxpayer Identification - Drivers License

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Upload Spouse Identification - SS card

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Upload Spouse Identification - Drivers License

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Upload Dependents Identification - SS cards

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Upload Dependent care expenses

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Upload Income(W2)

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Upload 1099s/1099NEC/1099MISC/1099k

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Upload your 1098 Mortgage Interest Statement, if you own your home:

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Upload your Form 1095-A Health Insurance Marketplace Statement(Not 1095 B or C)

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Upload Misc Documents/ Retirement/ Stocks & Investments

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Upload last year's Tax Return

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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.
Bank Routing Number
Bank Account Number
Type of account

CheckingSavings
Select a security question*
Security answer*
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

MonthDayYear
Date
Spouse Signature

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