Client Information Sheet 2024

1
Missing Tax Information Disclaimer

I acknowledge that I am responsible for providing all required tax documents necessary to complete my tax return accurately and on time. I understand that if I fail to submit complete and accurate information, OTS Management Group, LLC cannot be held responsible for any of the following consequences resulting from incomplete or incorrect filings, as outlined by IRS guidelines:

Delayed Processing: My tax return may be delayed if critical information or supporting documents are missing.

Return Rejection: The IRS may reject my return due to incomplete or inaccurate entries.

Audits or Reviews: Incomplete or incorrect returns may trigger an audit, IRS review, or requests for additional documentation.

Penalties and Interest: If my return is filed late or incomplete, I may be subject to IRS penalties, interest charges, and other enforcement actions.

Amended Returns: Additional fees may apply if corrections or amendments are required due to missing or inaccurate information I failed to provide.
2
Are you waiting on any additional tax documents for your 2024 return.* This field is required.**If you're expecting additional documents, please hold off to ensure the accuracy of your return when filing.**
YESNO
3
Acknowledgment Statement: * This field is required.By proceeding, I understand that OTS Management Group, LLC is not responsible for delays, audits, or penalties caused by missing or incomplete tax information. I may need to file an amended return, which could result in additional preparation fees if I provide missing documents after filing my return.
YESNO
4
How did you hear about us?* This field is required.
Returning Client
Referred
Google
Facebook
Instagram
5
If someone referred you, please type his or her name here.
6
Do you need to file a previous tax year return * This field is required.
YESNO
7
Please select all previous year returns* This field is required.(Please select all previous tax years and click next)
2023
2022
2021
2020
2019
2018
2017
8
Please upload ALL PRIOR YEAR tax return DOCUMENTS here ONLY!!! Do not upload your 2024 TAX DOCUMENTS here!!!
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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9
Do you currently have any past due debts owed to the IRS or any state agency?* This field is required.Ex. Child Support, Snap, State Income Tax, Previous Tax Audit debt, etc?
YESNO
10
If yes, How much do you owe as of now.* This field is required.
11
Requested Tax Preparer to complete taxes.* This field is required.Who would you like to prepare your taxes?
Ronald
Trina
Does Not Matter
12
Have you ever been issued a Identity Protection PIN (IP PIN) from the IRS?* This field is required.If you received one last year you should have one for this year
YESNO
13
If yes what is your IP Pin number?* This field is required.To obtain your pin please visit, https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin
14
Single

Criteria: You are considered single if you are unmarried, divorced, or legally separated as of the last day of the tax year.

Implications: Single individuals file their tax returns as individuals and are not eligible for certain tax benefits available to married individuals.
15
Head of Household

Criteria: To qualify as a head of household, you must be unmarried, have paid more than half the cost of maintaining a home for yourself and a qualifying dependent, and the dependent must have lived with you for more than half of the year.

Implications: Head of Household status typically results in lower tax rates and a higher standard deduction compared to the Single filing status.
16
Married Filing Separately:

Criteria: Married individuals can choose to file separate returns. Each spouse reports their own income, deductions, and credits.

Implications: Filing separately may have certain disadvantages, such as higher tax rates and reduced eligibility for certain tax credits. It's important to evaluate whether this status is beneficial for your specific situation.
17
Married Filing Jointly:

Criteria: Married couples can choose to file a joint return, combining their income, deductions, and credits.

Implications: Filing jointly often results in lower tax rates and a higher standard deduction compared to filing separately. It's a common choice for married couples, but it's important to consider the financial implications of joint filing.
18
Qualifying Widow(er):

Criteria: If your spouse passed away in the previous tax year, you may qualify for this status for the following two tax years. You must have a dependent child and meet certain conditions.

Implications: Qualifying widows or widowers can use the tax rates and standard deduction of married individuals filing jointly, which can be beneficial.
19
What is your filing status as of December 2024?* This field is required.
Single (Not Married with no dependents)
Head of Household (Must have dependents that resided in your household for 2023)
Married Filing Separate
Married Filing Jointly
Qualifying Widower
20
I certify that the above filing status is my filing status for 2024.* This field is required.It's crucial to choose the filing status that accurately reflects your situation, as it can impact your tax liability and eligibility for various credits and deductions. If you have a specific questions about your filing status, please ask your tax preparer.
YESNO
21
Taxpayer Name* This field is required.
First Name
Last Name
22
Date of Birth* This field is required.
Date
Month
Day
Year
23
Phone Number* This field is required.
Please enter a valid phone number.
24
Email* This field is required.
example@example.com
25
Taxpayers Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
26
Taxpayer Occupation* This field is required.
27
Tax Payer's SSN* This field is required.
Example: xxx-xx-xxxx
28
Internal Use: Taxpayer Verification PINUse this pin for the taxpayer in Taxwise only!
29
Spouse Name* This field is required.
First Name
Last Name
30
Spouse Date of Birth* This field is required.
Date
Month
Day
Year
31
Spouse Phone Number* This field is required.
Please enter a valid phone number.
32
Spouse Email* This field is required.
example@example.com
33
Spouse Occupation* This field is required.
34
Spouse's SSN* This field is required.
Example: xxx-xx-xxxx
35
*PLEASE UPLOAD A COPY OF THE TAXPAYER AND/OR SPOUSE ID, DRIVERS LICENSE,ETC...** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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36
*PLEASE UPLOAD A COPY OF THE TAXPAYER AND/OR SPOUSE SOCIAL SECURITY CARD** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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37
DO YOU HAVE DEPENDENTS FOR YOUR 2024 TAX RETURN* This field is required.
YESNO
38
Enter all of your dependents that you are claming below* This field is required.Once you have entered your dependents please click next.
Dependent Name
Date of Birth
Social Security Number
Relationship
# of months in your home in 2024
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 0, Column 3
Row 0, Column 4
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 1, Column 3
Row 1, Column 4
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 2, Column 3
Row 2, Column 4
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 3, Column 3
Row 3, Column 4
5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 4, Column 3
Row 4, Column 4
6
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 5, Column 3
Row 5, Column 4
1
2
3
4
5
6
Dependent Name
Row 0, Column 0
Date of Birth
Row 0, Column 1
Social Security Number
Row 0, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 0, Column 3
# of months in your home in 2024
Row 0, Column 4
Dependent Name
Row 1, Column 0
Date of Birth
Row 1, Column 1
Social Security Number
Row 1, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 1, Column 3
# of months in your home in 2024
Row 1, Column 4
Dependent Name
Row 2, Column 0
Date of Birth
Row 2, Column 1
Social Security Number
Row 2, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 2, Column 3
# of months in your home in 2024
Row 2, Column 4
Dependent Name
Row 3, Column 0
Date of Birth
Row 3, Column 1
Social Security Number
Row 3, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 3, Column 3
# of months in your home in 2024
Row 3, Column 4
Dependent Name
Row 4, Column 0
Date of Birth
Row 4, Column 1
Social Security Number
Row 4, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 4, Column 3
# of months in your home in 2024
Row 4, Column 4
Dependent Name
Row 5, Column 0
Date of Birth
Row 5, Column 1
Social Security Number
Row 5, Column 2
Relationship
Son
Daughter
Brother
Sister
Nephew
Niece
Grandchild
Parent
Row 5, Column 3
# of months in your home in 2024
Row 5, Column 4
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39
DID YOU ADD A NEW DEPENDENT TO YOUR RETURN FOR 2024 that you did not carry for 2023?* This field is required.
YESNO
40

Please upload documents only for your new dependents listed in the next section.
41
Please upload the following documents for Each Dependent (Birth Certificate/Social Security Card/Proof of residency (lease/School letters with address, Enrollment Verification form, Mail correspondence with dependent(s) names listed on the document) Please note that your tax return will not be filed if all Dependent Information is not provided.* This field is required.
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Select files to upload
Max. file size: 10.6MB
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42
Please upload one of the following documents for Each Dependent ** Proof of residency** (lease/School letters with address, Enrollment Verification form, Mail correspondence with dependent(s) names, and your filing address listed on the document) Please note that your tax return will not be filed if all Dependent Information is not provided.* This field is required.
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Select files to upload
Max. file size: 10.6MB
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43
DID YOU HAVE CHILD CARE EXPENSES FOR YOUR 2024 TAX RETURN* This field is required.
YESNO
44
If you have childcare expense please upload **(Daycare end of year summary which includes daycare's EIN or Completed form W-10 from IRS website)**(Please note without one of these documents you will not be able to claim childcare credit)
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Max. file size: 10.6MB
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45
Employment Status* This field is required.(If you have a W2 job and perform a business on the side. Please check employed and self-employed)
Employed
Unemployed
Self-employed / Contractor
46
Form W-2 - Use Final Pay Stub as Substitute:

Although it is possible to prepare a preliminary tax return based on your final pay stub for the year, your pay stub is not the official IRS-recognized document for your income.

Taxpayers should not use their final pay stub, a similar substitute form, Form 4852, or Form 1099-R to file their income tax return before the receipt of an employer-provided Form W-2 Wage and Tax Statement. If your employer hasn't sent a Form W-2 by the time you need to file your taxes, go to our website under Tax Client Resources and request a copy of your 2023 Wage and Earning Statement to prepare your taxes.

***Failure to use official W2s could result in your return being held or audited by the IRS!***

The amount of gross wages showing on the final pay stub may not match what your employer will enter in Form W-2, Box 1 Wages, tips, or other compensation due to any of the following reasons:

* Tax-deferred contributions (i.e. 401k, 403b, etc.)

* Pre-tax health, dental, or vision insurance premiums

* Dependent care or medical reimbursement account deductions made from your pay during the year

* Premium amounts for the value of group life insurance coverage over $50,000

* Various other taxable benefits that the employer must add to the final W-2 Form

If you receive a Form W-2 or Form W-2C Corrected Wage and Tax Statement after your return is filed, and the information differs from that reported on your return, you must amend your return by filing Form 1040-X Amended U.S. Individual Income Tax Return.
47
I hereby confirm that I have carefully reviewed and understand the requirements for submitting my official W-2. I understand my tax return will not be submitted to the IRS until I provide my official W-2(s).* This field is required.It is essential to provide accurate income and information for your tax return. Failure to do so may lead to the holding or auditing of your return. If you have specific questions regarding your W-2 or tax information, please feel free to contact us.
YESNO
48
Please Upload Income Documents* This field is required.W2's and/or 1099 NEC's, Ride-share tax forms etc.. (NO PAYCHECK STUBS)
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Select files to upload
Max. file size: 10.6MB
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49
Did you have health insurance in 2024* This field is required.(Medicaid, Market Place, Medicare, or with your employer)
YESNO
50
Who was your insurance coverage through in 2024?* This field is required.
Employer (You had insurance thorough your employer for 2024)
Market Place (1095-A, heatlhcare.gov)
Medicaid
Medicare
51
Upload 1095-A Form* This field is required.(If you had market place insurance you will need this form before your taxes can be accepted.) To get your form please visit, https://www.healthcare.gov
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Max. file size: 10.6MB
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52
Upload Employer Insurance Form 1095-C or 1095-B* This field is required.(If you had market place insurance you will need this form before your taxes can be accepted.)
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Select files to upload
Max. file size: 10.6MB
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53
Was anyone on the tax return enrolled in college during 2024* This field is required.
Yes
No
54
How many years have you attended college?* This field is required.
1 - 4 (Years)
5 or more (Years)
55
Please Upload 1098-T or School Expenses* This field is required.(Only 2023 1098-T or school records can be added on this years return)
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Select files to upload
Max. file size: 10.6MB
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56
Do you own your home?* This field is required.
Yes
No
57
Do you have documents that shows you paid for Property taxes, Mortgage Interest, and/or Real Estate Tax?* This field is required.
Yes
No
58
Please upload Property Taxes, Mortgage interest, and/or Real Estate Tax statements.* This field is required.
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Max. file size: 10.6MB
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59
Do you plan on purchasing/closing on a home within the next 12 months?* This field is required.**Please be aware that when closing on a new home, your Adjusted Gross Income (AGI) and total deductions will influence your eligibility and qualification.**
YESNO
60
Did you sell or trade any stock in 2024?* This field is required.Examples: Fidelity, Ameritade, Vanguard , Crypto Currency, etc...
Yes
No
61
Did you withdraw money from your 401k?* This field is required.
Yes
No
62
Did you contribute to a Roth IRA or Traditional IRA?* This field is required.
Yes
No
63
1099r, Stock forms, Roth IRA or 401K Upload* This field is required.
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Max. file size: 10.6MB
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64
Did you purchase a vehicle in 2024?* This field is required.
Yes
No
65
Please upload your vehicle purchase receipt* This field is required.
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Select files to upload
Max. file size: 10.6MB
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66
General Expenses/ Itemized DeductionsPlease input all of your deductions for 2024
Amounts
Medical Miles (Miles to/from healthcare specialist)
Row 0, Column 0
Insurance Premiums paid for all healthcare
Row 1, Column 0
Medical Expenses
Row 2, Column 0
Dental Expenses
Row 3, Column 0
Prescription Drugs and Medications
Row 4, Column 0
Vision Expenses
Row 5, Column 0
Copay Expenses (Medical, Dental, and Vision)
Row 6, Column 0
Union Dues
Row 7, Column 0
Medical Miles (Miles to/from healthcare specialist)
Insurance Premiums paid for all healthcare
Medical Expenses
Dental Expenses
Prescription Drugs and Medications
Vision Expenses
Copay Expenses (Medical, Dental, and Vision)
Union Dues
Amounts
Row 0, Column 0
Amounts
Row 1, Column 0
Amounts
Row 2, Column 0
Amounts
Row 3, Column 0
Amounts
Row 4, Column 0
Amounts
Row 5, Column 0
Amounts
Row 6, Column 0
Amounts
Row 7, Column 0
1 of 8
67
Did you make any contributions or offerings to any religious organization in 2024?* This field is required.
YESNO
68
Please upload your contribution or offerings statement from your religious organization* This field is required.
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Max. file size: 10.6MB
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69
Did you donate any of the following, furniture, electronics, toys are clothing to charities in 2024?* This field is required. Goodwill, Red Cross, Salvation Army, etc.....
YESNO
70
Charitable Donations/ Itemized Deductions* This field is required.(Goodwill, Red Cross, Boys and Girls Club, etc....)
Charitable Donation Name
Date Acquired
Date of Donation
Amount of Donation
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
6
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
7
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Row 6, Column 3
8
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
Row 7, Column 3
1
2
3
4
5
6
7
8
Charitable Donation Name
Row 0, Column 0
Date Acquired
Row 0, Column 1
Date of Donation
Row 0, Column 2
Amount of Donation
Row 0, Column 3
Charitable Donation Name
Row 1, Column 0
Date Acquired
Row 1, Column 1
Date of Donation
Row 1, Column 2
Amount of Donation
Row 1, Column 3
Charitable Donation Name
Row 2, Column 0
Date Acquired
Row 2, Column 1
Date of Donation
Row 2, Column 2
Amount of Donation
Row 2, Column 3
Charitable Donation Name
Row 3, Column 0
Date Acquired
Row 3, Column 1
Date of Donation
Row 3, Column 2
Amount of Donation
Row 3, Column 3
Charitable Donation Name
Row 4, Column 0
Date Acquired
Row 4, Column 1
Date of Donation
Row 4, Column 2
Amount of Donation
Row 4, Column 3
Charitable Donation Name
Row 5, Column 0
Date Acquired
Row 5, Column 1
Date of Donation
Row 5, Column 2
Amount of Donation
Row 5, Column 3
Charitable Donation Name
Row 6, Column 0
Date Acquired
Row 6, Column 1
Date of Donation
Row 6, Column 2
Amount of Donation
Row 6, Column 3
Charitable Donation Name
Row 7, Column 0
Date Acquired
Row 7, Column 1
Date of Donation
Row 7, Column 2
Amount of Donation
Row 7, Column 3
1 of 8
71
Please select all business types your performed in 2024.* This field is required.
Farm (Horse, Cattle, etc)
Rental Homes
Self Employed (Sole proprietor, LLC, etc..)
K1 Partnership
Rideshare (Uber, Lyft, Doordash, etc..)
Independent Contractor (received 1099NEC for your services)
Not Applicable
72
Please upload your K1 Partnership Documents* This field is required.
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Max. file size: 10.6MB
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73
Gross Farm Sale/income
74
What type of Farming activity did you perform in 2024?
75
Did you materially participate in the farming activity?
YESNO
76
Do you have a separate bank account for your farming income?
YESNO
77
Did you keep track of farming related expenses and income this year?
YESNO
78
How do you keep track of your income and expenses?Please save all your financial records by scanning or downloading them to your computer
Please Select
Please Select
Quickbooks ( or similar)
Cash App/Paypal etc..
Bank Statements
Excel Spread Sheet
I did not track formally
79
Did you work full-time or part-time in the farming activity?
Please Select
Please Select
Full-time
Part-time
Seasonal or occasional work
80
Was any of the farming activity done for personal use (food for family)?
YESNO
81
Farm Expenses* This field is required.
Amount
11. Chemicals
Row 0, Column 0
12. Conservation (soil/water)
Row 1, Column 0
13. Custom Hire
Row 2, Column 0
16. Feed
Row 3, Column 0
17. Fertilizer and lime
Row 4, Column 0
18. Freight and Trucking
Row 5, Column 0
19. Gasoline,Fuel, and oil
Row 6, Column 0
20. Insurance (other than health)
Row 7, Column 0
21a. Mortgage Interest
Row 8, Column 0
21b. Other Interest
Row 9, Column 0
22. Labor hired (less employment credit)
Row 10, Column 0
24a. Rent or lease Vehicles, machinery and equipment
Row 11, Column 0
24b. Rent or lease other (land, animals, etc)
Row 12, Column 0
25. Repairs and Maintenance
Row 13, Column 0
26. Seeds and Plants
Row 14, Column 0
27. Storage and warehousing
Row 15, Column 0
28. Supplies
Row 16, Column 0
29. Taxes
Row 17, Column 0
30. Utilities
Row 18, Column 0
31. Veterinary, breeding, and medicine
Row 19, Column 0
32a. Other expenses not listed above
Row 20, Column 0
32b. Other expenses not listed above
Row 21, Column 0
11. Chemicals
12. Conservation (soil/water)
13. Custom Hire
16. Feed
17. Fertilizer and lime
18. Freight and Trucking
19. Gasoline,Fuel, and oil
20. Insurance (other than health)
21a. Mortgage Interest
21b. Other Interest
22. Labor hired (less employment credit)
24a. Rent or lease Vehicles, machinery and equipment
24b. Rent or lease other (land, animals, etc)
25. Repairs and Maintenance
26. Seeds and Plants
27. Storage and warehousing
28. Supplies
29. Taxes
30. Utilities
31. Veterinary, breeding, and medicine
32a. Other expenses not listed above
32b. Other expenses not listed above
Amount
Row 0, Column 0
Amount
Row 1, Column 0
Amount
Row 2, Column 0
Amount
Row 3, Column 0
Amount
Row 4, Column 0
Amount
Row 5, Column 0
Amount
Row 6, Column 0
Amount
Row 7, Column 0
Amount
Row 8, Column 0
Amount
Row 9, Column 0
Amount
Row 10, Column 0
Amount
Row 11, Column 0
Amount
Row 12, Column 0
Amount
Row 13, Column 0
Amount
Row 14, Column 0
Amount
Row 15, Column 0
Amount
Row 16, Column 0
Amount
Row 17, Column 0
Amount
Row 18, Column 0
Amount
Row 19, Column 0
Amount
Row 20, Column 0
Amount
Row 21, Column 0
1 of 22
82
Total Farm Expenses
83
Type of Businessex.Sales,Marketing, Landscaping,...
84
Busniess Name
85
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
86
Additional Business IncomePlease provide any additional income that you may have.
87
Gross Sales (Income)Total amount of income made for 2024
88
Royalties received
89
Are you still actively running the business?
Please Select
Please Select
Yes
No (I stopped it)
It started in 2024
90
Do you have a separate bank account for your business income?
YESNO
91
Did you keep records of the business income and expenses this year?
YESNO
92
How do you keep track of your income and expenses?Please save all your financial records by scanning or downloading them to your computer
Please Select
Please Select
Quickbooks ( or similar)
Cash App/Paypal etc..
Bank Statements
Excel Spread Sheet
I did not track formally
93
Did you receive or expect to receive a 1099-NEC or 1099-k?If you expect to receive a 1099 you should wait to file your return to ensure your numbers match with IRS
Please Select
Please Select
Yes- I uploaded it
No- I didn't get a 1099 for my business
I'm not sure
94
Do you have a DBA, LLC, EIN, etc. for your business?If you already uploaded it prior you don't need to again.
Please Select
Please Select
Yes- I have one
No- I do not have one
95
Do you promote or advertise the business?
YESNO
96
Business/ SCH-C Expenses* This field is required.Please put a dollar amount for all expenses that you occurred
Amount Paid
8. Advertising
Row 0, Column 0
10. Commissions and fees
Row 1, Column 0
11. Contract Labor
Row 2, Column 0
12. Depletion
Row 3, Column 0
15. Insurance (other that health)
Row 4, Column 0
16a. Interest (Mortgage paid to banks, etc.)
Row 5, Column 0
16b. Interest (other)
Row 6, Column 0
17. Legal and Professional services
Row 7, Column 0
18. Office expenses
Row 8, Column 0
20a. Rent or Lease (Vehicles, machinery, and equipment)
Row 9, Column 0
20b. Rent or Lease (Other business property)
Row 10, Column 0
21. Repairs and Maintenance
Row 11, Column 0
22. Supplies not included in Part III
Row 12, Column 0
23. Business Taxes and Licenses
Row 13, Column 0
24a. Travel and Meals (Travel amount)
Row 14, Column 0
24a. Travel and Meals (Meals amount)
Row 15, Column 0
25. Business Utilities
Row 16, Column 0
26. Wages (If you had employees who receive W2)
Row 17, Column 0
36. Purchases
Row 18, Column 0
37. Cost of labor. Do not include any amounts paid to yourself
Row 19, Column 0
38. Materials and supplies
Row 20, Column 0
39. Other Cost
Row 21, Column 0
44a. Business miles
Row 22, Column 0
44b. Commuting Miles
Row 23, Column 0
44c. Other Miles
Row 24, Column 0
Part V: Other Cost Not listed above (Bank charges)
Row 25, Column 0
Part V: Other Cost Not listed above (Tolls)
Row 26, Column 0
Part V: Other Cost Not listed above (Cell Phone)
Row 27, Column 0
Part V: Other Cost Not listed above
Row 28, Column 0
8. Advertising
10. Commissions and fees
11. Contract Labor
12. Depletion
15. Insurance (other that health)
16a. Interest (Mortgage paid to banks, etc.)
16b. Interest (other)
17. Legal and Professional services
18. Office expenses
20a. Rent or Lease (Vehicles, machinery, and equipment)
20b. Rent or Lease (Other business property)
21. Repairs and Maintenance
22. Supplies not included in Part III
23. Business Taxes and Licenses
24a. Travel and Meals (Travel amount)
24a. Travel and Meals (Meals amount)
25. Business Utilities
26. Wages (If you had employees who receive W2)
36. Purchases
37. Cost of labor. Do not include any amounts paid to yourself
38. Materials and supplies
39. Other Cost
44a. Business miles
44b. Commuting Miles
44c. Other Miles
Part V: Other Cost Not listed above (Bank charges)
Part V: Other Cost Not listed above (Tolls)
Part V: Other Cost Not listed above (Cell Phone)
Part V: Other Cost Not listed above
Amount Paid
Row 0, Column 0
Amount Paid
Row 1, Column 0
Amount Paid
Row 2, Column 0
Amount Paid
Row 3, Column 0
Amount Paid
Row 4, Column 0
Amount Paid
Row 5, Column 0
Amount Paid
Row 6, Column 0
Amount Paid
Row 7, Column 0
Amount Paid
Row 8, Column 0
Amount Paid
Row 9, Column 0
Amount Paid
Row 10, Column 0
Amount Paid
Row 11, Column 0
Amount Paid
Row 12, Column 0
Amount Paid
Row 13, Column 0
Amount Paid
Row 14, Column 0
Amount Paid
Row 15, Column 0
Amount Paid
Row 16, Column 0
Amount Paid
Row 17, Column 0
Amount Paid
Row 18, Column 0
Amount Paid
Row 19, Column 0
Amount Paid
Row 20, Column 0
Amount Paid
Row 21, Column 0
Amount Paid
Row 22, Column 0
Amount Paid
Row 23, Column 0
Amount Paid
Row 24, Column 0
Amount Paid
Row 25, Column 0
Amount Paid
Row 26, Column 0
Amount Paid
Row 27, Column 0
Amount Paid
Row 28, Column 0
1 of 29
97
Rental Property Address's* This field is required.Please enter all rental property address
Property Address
Total Rent Received 2024
Total Royalties Received 2024
Property A
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Property B
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Property C
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Property A
Property B
Property C
Property Address
Row 0, Column 0
Total Rent Received 2024
Row 0, Column 1
Total Royalties Received 2024
Row 0, Column 2
Property Address
Row 1, Column 0
Total Rent Received 2024
Row 1, Column 1
Total Royalties Received 2024
Row 1, Column 2
Property Address
Row 2, Column 0
Total Rent Received 2024
Row 2, Column 1
Total Royalties Received 2024
Row 2, Column 2
1 of 3
98
Did you own or co-own the rental property in 2024?
YESNO
99
Was the property rented out for the entire year?
YESNO
100
Did you keep records of rental income and expenses?
YESNO
101
How do you keep track of your income and expenses?Please save all your financial records by scanning or downloading them to your computer
Please Select
Please Select
Quickbooks ( or similar)
Cash App/Paypal etc..
Bank Statements
Excel Spread Sheet
I did not track formally
102
Do you have a separate bank account for your rental income?
YESNO
103
Are you still managing the rental property?
YESNO
104
Do you handle repairs, rent collection, or tenant issues yourself?
YESNO
105
Rental Supplemental Income and Loss* This field is required.
Property A
Property B
Property C
5. Advertising
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
6. Auto and Travel
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
7. Cleaning and maintenance
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
8. Commissions
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
9. Insurance
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
10. Legal and other professional fees
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
11. Management Fees
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
12. Mortgage interest paid to bank, etc.
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
13. Other interest
Row 8, Column 0
Row 8, Column 1
Row 8, Column 2
14. Repairs
Row 9, Column 0
Row 9, Column 1
Row 9, Column 2
15. Supplies
Row 10, Column 0
Row 10, Column 1
Row 10, Column 2
16. Taxes
Row 11, Column 0
Row 11, Column 1
Row 11, Column 2
17. Utilities
Row 12, Column 0
Row 12, Column 1
Row 12, Column 2
19. All other expenses not listed
Row 13, Column 0
Row 13, Column 1
Row 13, Column 2
5. Advertising
6. Auto and Travel
7. Cleaning and maintenance
8. Commissions
9. Insurance
10. Legal and other professional fees
11. Management Fees
12. Mortgage interest paid to bank, etc.
13. Other interest
14. Repairs
15. Supplies
16. Taxes
17. Utilities
19. All other expenses not listed
Property A
Row 0, Column 0
Property B
Row 0, Column 1
Property C
Row 0, Column 2
Property A
Row 1, Column 0
Property B
Row 1, Column 1
Property C
Row 1, Column 2
Property A
Row 2, Column 0
Property B
Row 2, Column 1
Property C
Row 2, Column 2
Property A
Row 3, Column 0
Property B
Row 3, Column 1
Property C
Row 3, Column 2
Property A
Row 4, Column 0
Property B
Row 4, Column 1
Property C
Row 4, Column 2
Property A
Row 5, Column 0
Property B
Row 5, Column 1
Property C
Row 5, Column 2
Property A
Row 6, Column 0
Property B
Row 6, Column 1
Property C
Row 6, Column 2
Property A
Row 7, Column 0
Property B
Row 7, Column 1
Property C
Row 7, Column 2
Property A
Row 8, Column 0
Property B
Row 8, Column 1
Property C
Row 8, Column 2
Property A
Row 9, Column 0
Property B
Row 9, Column 1
Property C
Row 9, Column 2
Property A
Row 10, Column 0
Property B
Row 10, Column 1
Property C
Row 10, Column 2
Property A
Row 11, Column 0
Property B
Row 11, Column 1
Property C
Row 11, Column 2
Property A
Row 12, Column 0
Property B
Row 12, Column 1
Property C
Row 12, Column 2
Property A
Row 13, Column 0
Property B
Row 13, Column 1
Property C
Row 13, Column 2
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106
Additional Expenses ( Not listed above)
107
Bank Name* This field is required.
108
Routing Number* This field is required.
109
Bank Account Number* This field is required.**Please be aware that when filing jointly (MFJ) or separately (MFS), both taxpayers must be listed on the account for a direct deposit.**
110
Re-enter Bank Account Number* This field is required.
111
What type of bank account do you have?* This field is required.
Checking
Savings
112
Would you like to apply for the fast cash advance? “ Please note your return amount has to be $1500 or more to qualify. Fast cash advance can be $500-$7000 depending on your return and only will be available until March 15, 2025.”* This field is required.Funds will be direct deposited into the same account as your tax return. No checks will be issued .
Yes
No
113
Do you have any additional documents that need to be filed with your 2024 tax return?* This field is required.
YES
NO
114
File Upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
115
Name of taxpayer that is completing this questionnaire
First Name
Last Name
116
Next, you will answer

IRS Due Diligence Questions for 2024

*The IRS requires the following questions and answers when filing your return:

Your preparer has determined that you possibly qualify for one or more of the following tax benefits: Child Tax Credit, Additional Child Tax Credit, Earned Income Tax Credit, American Opportunity Tax Credit, or Head of Household filing status.

The IRS requires paid preparers to ask questions and request specific documentation to validate and verify your eligibility. Please answer honestly and to the best of your knowledge.*

They will be broken down into (5) categories:

Head of Household Status

Earned Income Tax Credit (EITC)

American Opportunity Tax Credit (AOTC)

Child Tax Credit (CTC)

General Compliance Questions

You will only see categories that are related to your specific tax return!
117
What was your marital status as of December 31, 2024?
Single – Not married and not in a registered domestic partnership.
Married Filing Jointly – Married and filing a joint tax return with your spouse.
Married Filing Separately – Married but filing a separate tax return from your spouse.
Head of Household – Unmarried (or considered unmarried) and paying more than half the cost of maintaining a home for yourself and a qualifying person.
Qualifying Widow(er) – Spouse died in the past two years, and you have a dependent child.
Divorced/Legally Separated – If the divorce or separation was finalized before December 31, 2024.
Domestic Partnership/Civil Union – If legally recognized by the state but not applicable for federal filing purposes.
118
Were you legally separated or divorced during the year? If yes, provide court documentation.
YESNO
119
File Upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
120
Did you pay more than half the cost of maintaining your home, including rent, mortgage interest, utilities, property taxes, food, etc?
YESNO
121
Can you provide supporting documents such as:Lease or Rental Agreement, Electric , Water, Gas, or Internet bills, Grocery receipts, etc..
YESNO
122
Who lived with you in the home during the year?Select all that apply
Spouse/Partner
Dependents
Realtive
Friends
123
Did any other adult share household expenses with you?
YESNO
124
Did you receive financial assistance from charities, government agencies, or others?Ex: Food Stamps, Housing, Red Cross, Unemployment, Baker Ripley, etc..
YESNO
125
If claiming a dependent parent, did they live in a separate household? If yes, did you pay more than half of their support?
YESNO
126
Were you a U.S. citizen or resident alien all year?
YESNO
127
Did you live in the United States for more than half of the year?
YESNO
128
Do you have a valid Social Security number?
YESNO
129
Are you married?
YESNO
130
*If married, did you file jointly or separately?
Joint Return
Separate Return
131
Do you have qualifying children?
YESNO
132
If yes:Select all that apply for each child on the return
Parent(s)
Grandparent(s)
Aunt/ Uncle
Step-Parent(s)
Legal Guardian
Other
133
Did each child on the return live with you for more than six months of the year?
YESNO
134
Can you provide school records, medical records, or other proof of residency?
YESNO
135
Were you or your spouse a full-time student at any time during the year?
YESNO
136
Were you or your spouse ever disallowed the EITC in a previous year?
YESNO
137
Did you provide more than 50% of the financial support for each qualifying child?
YESNO
138
How much self employed income did you make?
139
Were you are your spouse self-employed
YESNO
140
If self-employed:
YESNO
141
Did your spouse ever live with you in 2024? * This field is required.
YESNO
142
If "Yes", did you and your spouse live together at anytime after June 30, 2024?* This field is required.
YESNO
143
Did you have any business expenses for your business?
YESNO
144
Were the dependents claimed on your return as U.S. citizens, U.S. nationals, or U.S. resident aliens?
YESNO
145
Did the dependents live with you for more than six months of the year?
YESNO
146
Do you have a valid Social Security number for each dependent?
YESNO
147
Did each dependent have a valid SSN issued before the tax filing deadline?
YESNO
148
Did you provide more than half of the child’s support, including housing, food, and medical care?
YESNO
149
Are you the custodial parent? If not, do you have a signed Form 8332 or a similar document releasing the claim for the dependent?
YESNO
150
If divorced or separated, do you have a signed custody or court order granting you the right to claim the child as a dependent?
YESNO
151
If divorced or separated, do you have a signed custody or court order granting you the right to claim the child as a dependent?
Yes
No
Not Applicable
152
Has anyone else ever attempted to claim these dependents on a tax return?
YESNO
153
Was the student enrolled at least half-time in a program leading to a degree or certificate?
YESNO
154
Did you provide Form 1098-T from the school?
YESNO
155
Did the student complete four or more years of post-secondary education?
YESNO
156
Does the student have any felony drug convictions?
YESNO
157
Did you pay for tuition, books, and other qualified education expenses?
YESNO
158
Can you provide receipts or account statements from the educational institution?
YESNO
159
Was the student enrolled in an eligible educational institution listed with the U.S. Department of Education?
YESNO
160
Did the student pay qualified education expenses from loans, grants, or personal funds?
YESNO
161
Did the student receive any scholarships, grants, or employer education assistance?
YESNO
162
*If so, how much?
163
Has the student previously been claimed for the American Opportunity Tax Credit (AOTC) in past tax years?
YESNO
164
CLIENT NON-PAYMENT/OFFSET CLAUSE At OTS Tax Services we strive to assist all of our clients in their tax needs, however, we understand that situations arise. If your refund is offset and/or delayed by the IRS, student loans, child support, or your check is mailed, you are still obligated to pay fees associated with filing your tax return. By signing this agreement you acknowledge that you {taxPayers} will resolve any payment issues.* This field is required.
Clear
165
If you have any questions for your Tax Preparer type them here.
166
What is the best time to call you to discuss your tax information?* This field is required.
167
What is your preferred contact method?* This field is required.Text messages and Email reminders will only be used to notify you about the status of your return. We will need to speak with you directly before finalizing your return.
Phone Call
Text Message
Email Reminder to call
168
I {taxPayers} am giving OTS Tax Services permission to prepare all forms related to my tax return; to apply for a secure RAL on my behalf, sign all necessary documents and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that OTS Tax Services and/or associated affiliates hold no responsibility for any misrepresentation or false claims.
169
Date Signed* This field is required.
Date
Month
Day
Year
170
Taxpayer Signature* This field is required.
Clear
171
Spouse Date Signed
Date
Month
Day
Year
Should be Empty: