UPLOAD of Tax Forms Tax Year 2025

UPLOAD of Tax Forms
Primary Name*

First NameLast NameSuffix
Primary's Last Four of Social Security*
This helps identify people with the same name
If Married OR Filing with kids and not married (PLEASE PROVIDE SPOUSE NAME)

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Did this office do your taxes last year?*

YESNO
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?*

YESNO
Do you have Dependents?*

YESNO
Do you mortgage or own a home?*

YES with a mortgageYES I own outrightNO
Do you rent out your property? Room rental, AirBNB or 100%rented out (Answer YES)*

YESNO
Do you or your spouse have business income from self employment, Partnership, LLC(single or multimember) or Corporation?*

YESNO
Did either you, spouse or any of your dependents go and pay for college or trade school?*

YESNO
Any & All Income Tax Forms*

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FINAL Paycheck stub showing OVERTIME/TIPS*

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Birth Certificates (For DEPENDENTS)*

Birth Certificates or hospital record stating your relationship
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Proof of Residency (FOR DEPENDENTS)*

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.)*

MUST NOT BE EXPIRED
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House Forms (Form 1098, Rental Expense Forms, etc.)*

IF A RENTAL IS INVOLVED, RENTAL EXPENSE FORM MUST BE PROVIDED HERE
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School Forms (Form 1098T, School Registration Statement)*

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*

FOR PARTNERSHIPS OR CORPORATIONS, NEED YOUR SCHEDULE K-1'S
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Other Statements (Things your not sure where to put at)

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FORMS TO ASSIST YOU FOR UPLOADING

RENTAL EXPENSE FORM

BUSINESS QUESTIONNAIRE

SCHOOL QUESTIONNAIRE
Before hitting SUBMIT, please understand when making appointment on next page, Phone/Text Message Interview are encouraged with a 10% discount, not knowing isn't an excuse. Making multiple appointments will forfeit your deposit.
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