UPLOAD of Tax Forms
Primary Name
*
First Name
Last Name
Suffix
Primary's Last Four of Social Security
*
This helps identify people with the same name
If Married OR Filing with kids and not married
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Did this office do your taxes last year?
*
YES
NO
Who was your referral or how did you hear about us?
*
If you worked and received a W-2 form, did you work any OVERTIME or earned TIPS?
*
YES
NO
Do you have Dependents?
*
YES
NO
Do you mortgage or own a home?
*
YES with a mortgage
YES I own outright
NO
Do you rent out your property? Room rental, AirBNB or 100%rented out (Answer YES)
*
YES
NO
Do you or your spouse have business income from self employment, Partnership, LLC(single or multimember) or Corporation?
*
YES
NO
Did either you, spouse or any of your dependents go and pay for college or trade school?
*
YES
NO
Any & All Income Tax Forms
*
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FINAL Paycheck stub showing OVERTIME/TIPS
*
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Birth Certificates (For DEPENDENTS)
*
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Birth Certificates or hospital record stating your relationship
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Proof of Residency (FOR DEPENDENTS)
*
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School records, FROM 1095 (Medical Ins Proof), Lease Agreement with children listed, Social Services letters
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Identification (State ID, Driver's License, Passport, etc.)
*
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MUST NOT BE EXPIRED
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House Forms (Form 1098, Rental Expense Forms, etc.)
*
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IF A RENTAL IS INVOLVED, RENTAL EXPENSE FORM MUST BE PROVIDED HERE
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School Forms (Form 1098T, School Registration Statement)
*
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IF YOU RENTED OUT HOME, WILL NEED YOU TO FILLOUT AND UPLOAD RENTAL EXPENSE FORM
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Business Income Expense Form or your Bookkeeping Records
*
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FOR PARTNERSHIPS OR CORPORATIONS, NEED YOUR SCHEDULE K-1'S
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FORMS TO ASSIST YOU FOR UPLOADING
RENTAL EXPENSE FORM
BUSINESS QUESTIONNAIRE
SCHOOL QUESTIONNAIRE
Other Statements (Things your not sure where to put at)
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