New Client Information Form
To protect your sensitive data, this application is encrypted and the files cannot be accessed by any outside source. Please let us know if you have questions or concerns!
Welcome to E-Z Business and Tax Solutions! Here, our mission is to simplify the tax process for our clients. We understand that taxes can be complicated and stressful, which is why we are committed to providing reliable and accurate tax services to individuals and businesses. Our goal is to help our clients achieve their tax objectives while minimizing their tax liability. Please select your tax partner to proceed:
*
Please Select
WebsterPro Consulting
Ujima Financial Solutions
Antoniese Ruffin
EZBATS Home
Jacks Tax
Jackie
Please note that due to the encryption and security level of this form, you must complete it in 1 seating. If you exit the form, it will not save your answers. You are allowed to use the "back" and "next" buttons to navigate back and change and add answers before submitting. Once submitted, you cannot alter this form, however, you will be able to submit additional required documents or information using our separate upload portal.
*
Please Select
I understand
Back
Next
Primary Tax Payer Information
Must upload or email a valid picture ID & Social Security Card
Primary Tax Payer Full Name:
*
First Name
Last Name
Primary Tax Payer DOB:
*
 -
Month
 -
Day
Year
Date
Primary Tax Payer SSN:
*
Do not enter dashes
Primary Tax Payer E-mail:
*
example@example.com
Primary Tax Payer Phone Number:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Primary Tax Payer Occupation:
*
Is the primary tax payer blind or disabled?
*
Did the IRS issue a identity protection PIN to the primary tax payer? If so, please enter it below:
If you were referred by someone, please let us know their name below:
Current Address
Please complete your current home address
Current Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you married?
*
Yes
No
Did your address change since filing your last tax return?
*
Yes
No
Did you purchase a new American made car in 2025?
*
Yes
No
Did you work overtime in 2025?
*
Yes
No
Were you a tipped employee in 2025?
*
Yes
No
Do you have any Dependents?
*
Yes
No
Did you pay childcare for your dependents so that you could work?
*
Yes
No
Did you start, own or operate your own business or Did you receive a 1099-NEC, 1099-K or 1099-MISC?
*
Yes
No
Spouses Information
Must upload or email a valid picture ID & Social Security Card. Skip this section if your filing status is Single or Head of Household.
Spouse's Full Name:
First Name
Last Name
Spouse's DOB:
 -
Month
 -
Day
Year
Date
Spouse's SSN:
Do not enter dashes
Spouses E-mail:
example@example.com
Spouses Phone Number:
Please enter a valid phone number.
Format: (000) 000-0000.
Spouses Occupation:
Is your spouse blind or disabled?
Did the IRS issue a identity protection PIN to your spouse? If so, please enter it below:
Filing Status
Please select your filing status:
*
Single
Head of Household
Married Filing Joint
Married Filing Separate
Qualified Surviving Spouse
Unsure
Back
Next
Dependent Information
Names must match the dependents Social Security Card. Please provide a copy of each dependents Social Security Card for verification. If more than 4 dependents, please inform your preparer. If no dependents, please scroll to the bottom and hit next.
Dependent #1
Dependent #1 Name:
First Name
Last Name
Dependent #1 DOB:
 -
Month
 -
Day
Year
Date
Dependent #1 Social Security Number:
Do not add dashes (-)
Dependent #1 Relationship to Tax Payer:
Is dependent #1 blind or disabled?
Did dependent #1 receive an Identity Protection PIN from the IRS? If so, please enter it below:
Dependent #2
Dependent #2 Name:
First Name
Last Name
Dependent #2 DOB:
 -
Month
 -
Day
Year
Date
Dependent #2's Social Security Number:
Do not enter dashes (-)
Dependent #2 Relationship to Tax Payer:
Is dependent #2 blind or disabled?
Did dependent #2 receive an Identity Protection PIN from the IRS? If so, please enter it below:
Dependent #3
Dependent #3 Name:
First Name
Last Name
Dependent #3 Social Security Number:
Do not enter dashes (-)
Dependent #3 DOB:
 -
Month
 -
Day
Year
Date
Is dependent #3 blind or disabled?
Dependent #3 Relationship to Tax Payer:
Did dependent #3 receive an Identity Protection PIN from the IRS? If so, please enter it below:
Dependent #4
Dependent #4 Name:
First Name
Last Name
Dependent #4 DOB:
 -
Month
 -
Day
Year
Date
Dependent #4 Social Security Number:
Do not enter dashes (-)
Dependent #4 Relationship to Tax Payer:
Is dependent #4 blind or disabled?
Did dependent #4 receive an Identity Protection PIN from the IRS? If so, please enter it below:
Back
Next
Dependent Care Information
Please enter dependent care information. Please enter each dependent's information separate.
Childcare for dependent #1
First name of dependent #1 that you paid childcare for:
What was the total amount of childcare that you paid for dependent #1 during the tax year? - If you have your Year End Child care letter, please upload it with your documents.
Did you pay multiple providers for dependent #1 during the tax year?
Yes
No
What amount did you pay provider #1 for Dependent #1 during the tax year?
Enter 1st Childcare provider information for dependent #1. Include Name, Address and EIN or SSN:
What was the total amount paid during the tax year to provider #2 for Dependent #1?
Enter 2nd Childcare provider information for dependent #1. Include Name, Address and EIN or SSN:
Childcare for dependent #2
First name of dependent #2 that you paid childcare for during the tax year:
What was the total amount of childcare paid for dependent #2 during the tax year?
Did you pay multiple providers during the tax year for dependent #2
Yes
No
What was the total amount of childcare paid to provider #1 for dependent #2 during the tax year?
Enter 1st Childcare provider information for dependent #2. Include Name, Address and EIN or SSN:
What was the total amount of childcare paid to provider #2 for dependent #2 during the tax year?
Enter 2nd Childcare provider information for dependent #2. Include Name, Address and EIN or SSN:
Childcare for dependent #3
First name of dependent #3 that you paid childcare for:
What was the total amount of childcare that you paid for dependent #3 during the tax year?
Did you pay multiple providers for dependent #3 during the tax year?
Yes
No
Enter 1st Childcare provider information for dependent #3. Include Name, Address and EIN or SSN:
What was the total amount of childcare paid to provider #1 for dependent #3 during the tax year?
Enter 2nd Childcare provider information for dependent #3. Include Name, Address and EIN or SSN:
What was the total amount of childcare paid to provider #2 for dependent #3 during the tax year?
Childcare for dependent #4
First name of dependent #4 that you paid childcare for:
What was the total amount of childcare paid for dependent #4 during the tax year?
Did you pay multiple providers for dependent #4 during the tax year?
Yes
No
Enter 1st Childcare provider information for dependent #4. Include Name, Address and EIN or SSN:
What was the total amount of childcare paid to provider #1 for dependent #4 during the tax year?
Enter 2nd Childcare provider information for dependent #4. Include Name, Address and EIN or SSN:
What was the total amount of childcare paid to provider #2 for dependent #4 during the tax year?
Back
Next
Refund/Payment Status Information
How would you like to pay your tax preparation fees?
*
Deduct it from my refund **additional bank fees apply**
Cash
Zelle
I am unsure, please explain my options
If you owe a balance how do you want to pay?
*
Pay my balance out of my bank account
I will contact Federal and/or State to make arrangements
I am unsure, please explain my options
I will not owe a balance
If you anticipate a refund, how would you like to receive your refund?
*
Write me a check
I want a pre-paid Green Dot Card
Direct Deposit to my bank account
I am unsure, please explain my options
I do not anticipate a refund
Bank Account Information
Please provide the following bank account information if you want direct deposit of your anticipated refund or if you want to pay the balance you owe. Please assure that you provide the correct information. EZBATS will not be responsible if incorrect banking information is provided.
Please select your bank account type
*
Checking
Savings
Name of Bank
*
Routing Number
*
Bank Account Number
*
Reenter Bank Account Number
*
Back
Next
Additional Tax Questions
To maximize your refund and/or potentially lower your tax owed, please answer the following additional tax questions
If any of these questions apply to the primary tax payer, spouse (if filing joint), or dependent, please answer yes
*
Rows
Yes
No
Unsure
Did you live or pay taxes in more than 1 state during the tax year?
Can anybody else claim any of your dependents on their tax return?
Was anyone a college student during the tax year? - If yes, please upload a copy of their 1098-T along with your paperwork.
Have you taken the American Opportunity Credit in any previous 4 years for yourself or your college student?
Did you pay child care so you could work during the tax year?
Do you own a home?
Did you sell or purchase a home during the tax year?
Did you itemize expenses on your last year return?
Were you ever disallowed to claim EIC or Educational Credits?
Do you own any Stocks or Bonds?
Did you have any gambling or lottery winnings or losses during the year?
Were you self employed or owned a business during the tax year?
Did you receive any 1099 Forms?
Did you make any donations to charity during the tax year?
Do you currently owe the IRS from previous tax years?
Did you pay on any student loans during the tax year?
Did you have any debt cancelled during the tax year?
Did you and/or your dependents have health insurance during the entire year?
Did you receive insurance from the Marketplace?
Was your health insurance through your employer?
Did you receive a 1098 Form for the tax yar?
Did you have out of pocket medical expenses during the tax year?
Were you a tipped employee during the tax year?
Did you receive any fellowships or grants during the tax year?
Did you receive any K-1 income during the tax year?
Did you receive any retirement distributions during the tax year?
Did you receive any interest income during the tax year?
Did you sell any capital assets during the tax year?
Did you receive Social Security Income during the Tax Year?
Did you receive Unemployment during the tax year?
Did you receive, sell, exchange, gift or otherwise dispose of any digital asset during the tax year?
Do you have a copy of your last filed tax return?
Did you work overtime during the tax year?
Did you purchase a new American made car last tax year?
If any of these questions apply to the primary tax payer, spouse (if filing joint), or dependent, please answer yes
*
Rows
Yes
No
Unsure
Did you live or pay taxes in more than 1 state during the tax year?
Can anybody else claim any of your dependents on their tax return?
Was anyone a college student during the tax year? - If yes, please upload a copy of their 1098-T along with your paperwork.
Have you taken the American Opportunity Credit in any previous 4 years for yourself or your college student?
Did you pay child care so you could work during the tax year?
Do you own a home?
Did you sell a home during the tax year?
Did you itemize expenses on your last year return?
Were you ever disallowed to claim EIC or Educational Credits?
Do you own any Stocks or Bonds?
Did you have any gambling or lottery winnings or losses during the year?
Were you self employed or owned a business during the tax year?
Did you receive any 1099 Forms?
Did you make any donations to charity during the tax year?
Do you currently owe the IRS from previous tax years?
Did you pay on any student loans during the tax year?
Did you have any debt cancelled during the tax year?
Did you and/or your dependents have health insurance during the entire year?
Did you receive insurance from the Marketplace?
Was your health insurance through your employer?
Did you receive a 1098 Form for the tax yar?
Did you have out of pocket medical expenses during the tax year?
Were you a tipped employee during the tax year?
Did you receive any fellowships or grants during the tax year?
Did you receive any K-1 income during the tax year?
Did you receive any retirement distributions during the tax year?
Did you receive any interest income during the tax year?
Did you sell any capital assets during the tax year?
Did you receive Social Security Income during the Tax Year?
Did you receive Unemployment during the tax year?
Did you receive, sell, exchange, gift or otherwise dispose of any digital asset during the tax year?
Self Employed/Received a 1099/Business Owner Information
If this does not apply to you, please scroll to the bottom and hit next. If you are self employed, owned a business or received a 1099, you may be able to write off certain expenses, which can potentially save you money. Please complete this section to the best of your ability.
Business Name:
Business EIN:
Business Address:
Business description or what service do you offer?
Business start date:
Business formation type :
Business Income Information
Please complete the following regarding your business income
Do you have a separate business bank account?
Please Select
Yes
No
Please list your total business income for the year:
Did you drive your personal car for your business?
Please Select
Yes
No
What is the year, make & model of your car?
How many miles did you drive for your business during the tax year?
When did you place your car in service for your business?
Business Operating Expenses
Please complete the following regarding your business expenses
PLEASE ENTER YOUR TOTALS FOR THE ENTIRE YEAR PER CATEGORY.
Rows
Amount Spent
Additional Notes and information
Inventory
Food
Supplies
Equipment
Contractors/Staff
Uniforms
Meals
Rent/Office Space
Utilities
Telecommunications
Cell Phone
Advertising
Flyers/Brochures
Website
Transportation
Licenses/Fees
Start up cost
Bank Fees
Interest
Insurance
Subscriptions
Events
Other
Other
Other
Other
Equipment Purchased
Please list any business equipment, furniture, assets, etc purchased
Rows
Equipment Name
Amount Spent
Date Purchased
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Equipment
Back
Next
E-Z Business & Tax Solutions Privacy Policy & Letter of Engagement
Please read and accept by checking the boxes and signing your signature.
Signature
Back
Next
File Upload
Please upload all of the required identification and tax documents including, but not limited to: ID's, Copies of SS Cards, W-2's, 1099's, Interest Statements
Please Upload your unexpired government issued ID here
*
Click to upload
Drag and drop files here
Choose a file
Cancel
of
Please upload all social security cards here
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please upload all additional files here
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Is there any additional information that you would like to provide?
Send Now!
Should be Empty: