Returning Clients Tax Questionnaire

THIS FORM IS FOR RETURNING CLIENTS ONLY

If you are a New Client we have a very special form for you! Click Here to Access It https://form.jotform.com/223451672294054
Are you a returning tax client?
Do you have an Online IRS ID.ME taxpayer account?
PERSONAL INFORMATION
TAXPAYER NAME (FIRST, LAST)
TAXPAYER SOCIAL SECURITY NUMBER
EMAIL ADDRESS
example@example.com
What kind of work do you do? (Occupation)
EX: Nurse, teacher, self employed, household employee*
CONTACT NUMBER
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Did any of the following happen during 2025? Select ALL that apply
Do you have an identity theft pin?
Do you plan on buying a home within the next 2 years?
What type of health insurance do you have?
DEPENDENT INFORMATION (QUALIFYING CHILD/RELATIVE)

Please upload the birth certificate or birth fact and social for any NEW Dependents
Are you claiming the same dependents as last year?

Please list your dependent changes below. If you are adding a dependent write "New" If you are removing a dependent, please write "Removing"

Rows	First Name, Last Name	Social Security Number	Birthday	Realtionship	Did the Dependent live with you during all 12 months of the year Yes or No	New OR Removing
New Dependent #1
New Dependent #2
New Dependent #3
New Dependent #4

Were you (or your spouse) a nonresident alien for any part of the year?
Can you or your spouse be considered a qualifying child of another person?
Have you ever had the earned income credit or child tax credit disallowed or reduced in a prior year? *
Are any of your child or children currently, or intended to be, a qualifying child on any someone else's tax return? *

HOW WOULD YOU LIKE TO RECEIVE YOUR TAX REFUND?
DO YOU WANT TO APPLY FOR A TAX REFUND ADVANCE?
Would you like your Tax Preparation fee deducted from your Tax Refund?
How Would You Like to Receive Your Tax Refund? * Live Checks No Longer Issued*
Bank Name
Account Number #
Bank Routing #
Taxpayer Signature
Date

MonthDayYear
Date
RIGHT WAY TAX AND FINANCIAL SERVICES LLC WILL PREPARE YOUR INDIVIDUAL FEDERAL TAX RETURN FROM THE INFORMATION YOU HAVE PROVIDED VIA THIS FORM. WE WILL NOT AUDIT OR VERIFY BEYOND REASONABLE MEASURE THE INFORMATION YOU HAVE PROVIDED FOR US. YO THE TAX PAYER, ARE ULTIMATELY RESPONSIBLE FOR THE PREPARATION AND FILING OF YOUR FEDERAL TAX RETURN THE TAXPAYER /SPOUSE NAMED ON THE ABOVE DOCUMENT, HAS PROVIDED TO RIGHT WAY TAX AND FINANCIAL SERVICES LLC. THE ATTACHED AND REQUIRED TAX INFORMATION TO THE BEST OF HIS/HER KNOWLEDGE. I ATTEST THAT THIS INFORMATION IS ACCURATE, FACTUAL, AND COMPLETE.

Take A Selfie We Need to Verify Your Identity
Upload a copy of your photo Identification

State ID, Drivers License, Passport,
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Upload, Email, Take Photos or Fax Your Tax Documents

If you have any trouble attaching documents are taking photos email info@taxrightway.com
Tax Documents : Upload Multiple files or take pictures below

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Tax Document Photos| Please Hold it Close & Make it Clear. If you have several documents with lots of pages and attachments, please use Option 3 Tax Doc Photo 1 (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)
Tax Doc Photo 2 (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)
Tax Doc Photo 3 (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)
Having Problems Uploading? You may email your tax docs to info@taxrightway.com (Ex: W2, 1099G, 1099R, 1095A, 1099 IND, 1099MISC)
Email: info@taxrightway.com for issues with uploading
Should be Empty:

THIS FORM IS FOR RETURNING CLIENTS ONLY