File Update for Returning Tax Clients for 2024

1
Main Tax Payers Full Name
First Name
Last Name
2
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
3
E-mail
example@example.com
4
Cell Phone Number
5
Date of Birth
Date
Month
Day
Year
6
Main Tax Payers Social security number
7
Filling Status
1- Single
2-Marred Filling Joint
3-Married Filling Separate
4-Head of Household (Must Have a Child to Claim)
4-Head of Household but legally married but Separated
5-Quailed Widow
8
Spouse Full Name
First Name
Last Name
9
Spouse Date of Birth
Date
Year
Month
Day
10
Spouse Date of Birth
Date
Year
Month
Day
11
Spouse Social security number
12
How will you file your taxes and pay the preparation fees? Pay upfront, Pay through your refund (via EPS Bank)Are you going to Pay Up front or pay through your Refund (EPS Bank)
Pay for preparation fees up front
Pay preparation fees through Tax Refund (EPS)
Want more information on Getting A refund advance form $250 to $6000 before full refund comes in
13
if you are putting your Refund into you Bank Provide Your Routing Number
Routing Number
14
if you are putting your Refund into you Bank Provide Your Account Number
Account Number
15
What Type of account will refund going into ? Checking or Savings
Checking
Savings
16
Do You have all your W2's ?
Yes and Do NOT HAVE any other tax Forms besides a W2 for income
YES and Have Other Income Tax Forms to file
No - Have More W2's to drop off or send in
17
Does Your Job Pay You Tip Income or Overtime Income?@@ In 2025, you may be able to deduct tip income or overtime income You may be able to deduct up to $25,000 of qualified tips on your federal return for tax year 2025 You can deduct the premium portion of overtime pay (the extra beyond your regular rate). Same limits: $12,500 single / $25,000 joint. *** Also, an additional preparation fee for this tax deduction will be added
No Tips or Overtime Income
YES, I was Paid Tips ( Box 7 on W2 will show Tips )
YES I was Paid Over Time Income (Your Employer will need to show how much was overtime Pay )
18
Did you work at more than 1 job ?
YES
NO
19
Did you have any Unemployment income and have Your 1099 G ?Need to get my 1099 G off website, Will not be mailed .(https://www2.ctdol.state.ct.us/1099login/english/commonlogin/commonlogin.aspx)
YES
NO
Will Need to drop off or send in
20
Do you have any 1099 R income forms to file ?
YES
No
Will Need to drop off or send in
21
Do You Have Social Security Income to report and have forms (SSI &SSDI) ?
YES
No
Will Need to drop off or send in
22
Did you have Collage Tuition Fee pain in 2025 (1098 T ) (1098 E) ?
YES
No
Will Need to drop off or send in
23
Did you have Mortgage Interest and taxes to Claim (1098) ?
YES
No
No- Will Need to drop off or send in
24
Are You Filling as Head of Household and claiming a Dependent a head of household is generally an unmarried taxpayer who has dependents and pays for more than half the costs of the home and everyone who resides there. This tax filing status commonly includes single parents and divorced or legally separated parents (by the last day of the year) with custody.
YESNO
25
If You are Filling Head of Household The IRS could require additional information/documentation if you are divorced, legally separated, or married and did not reside with your spouse the last 6 months of the year to determine if you qualify for the head of household filing status
Never married
Spouse deceased
Divorced or separated
Married but lived apart from spouse during the last 6 months of the year and had no support from spouse
Have a Separation agreement
26
Do Have any Dependents to Claim
YESNO
27
Dependents Names being claimedPlease provide date of Birth and SS # not just name )
28
If you are claiming Children do you have Proof they live with you ? (School Letter, Dr Letter, Health Insurance forms , 1095 B, Husky Forms, DSS benefits form)
YES
NO
I still need to get proof and send to office
29
Do you support more than 50% of the dependents care that you are claiming ?
YESNO
30
Can you provide any of the following documentation to prove that your child lived with you for more than half of the year If the IRS requested Proof? ( ) School Records ( ) Doctors Records( ) Social Service Records ( ) Medical Cards ( ) Daycare records( ) 1095 B,C
YESNO
31
Can any other person or another parent of the dependent your claiming can be claimed as dependent by them for EIC For Child (1) (2) (3)
YESNO
32
Do both parents of the children being claimed, reside together in the same household -- For Child (1) (2) (3) (if NO for any dependent, answer next question )
YESNO
33
If The Other Parent(s) of the children being claimed, do not reside with You where does the other parent reside if known
34
Does the other parent have Custody of the Child(s)
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
35
Child Age Qualification Test At the end of the tax year, your child meets one of the following conditions: Was under age 19, OR Was under age 24 and a full-time student, OR Was any age and permanently disabled. Answer should be YES. If you answer NO, the dependent may not qualify.Answer should be YES. If you answer NO, the dependent may not qualify.
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
36
Child Income Qualification Test (Answer only if the child is over 18 and not a full-time student, or over age 24) If the dependent is over 18 and not a full-time student, did they earn more than $5,050 during the year? If the dependent is over 24, did they earn more than $5,050 during the year? Answer should be NO. If you answer YES, the dependent may not qualify.Answer should be NO. If you answer YES, the dependent may not qualify.
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
37
Child Relationship Qualification Test The dependent must be one of the following: Your son, daughter, adopted child, stepchild, foster child, or a descendant of any of them (such as a grandchild) Your brother, sister, half-brother, half-sister, stepbrother, stepsister, or a descendant of any of them (such as a niece or nephew) Answer should be YES. If you answer NO, the dependent may not qualify.Answer should be YES. If you answer NO, the dependent may not qualify.
Child 1 YES
Child 2 YES
Child 3 YES
Child 4 YES
Child 1 NO
Child 2 NO
Child 3 NO
Child 4 NO
38
IMPORTANT: Understanding the Qualifying Child Tiebreaker Rule If a child qualifies for more than one person: When parents do not file a joint return but both claim the child, the IRS will treat the child as the qualifying child of the parent with whom the child lived the longest during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent with the higher Adjusted Gross Income (AGI) for the year. Do you understand the tiebreaker rule? Yes or No
YESNO
39
Did you pay property taxes in Connecticut during 2025?Next Step: On the following screen, enter the amount you paid in property taxes to claim the Connecticut Tax Credit (up to $300). If we need to look up your property tax information, an additional preparation fee will apply. This credit could save you up to $300 in state taxes.
YES
NO
40
If Paid Property Taxes, How much did you payIf we have to look up your Property Taxes, an additional preparation fee will be charged *This may save you up to $300 in state taxes
41
Did you, your spouse, or a dependent enroll in health insurance through Access Health and pay a Monthly Premium?IF YES, you will need a 1095A file, and an additional preparation fee will be charged
YES
NO
If I yes , I have the 1095 A with tax forms
42
Do You Feel You are Paying to much For You Auto or Home Insurance?
YES
NO
43
If you rent ,did ever see if you can qualify for Buying a New Home ?
YES
NO
44
If you have no Life insurance or if you have life insurance would like more information on Life Insurance Quotes
YES
NO
45
SignatureAll the information is true and correct, and I / we understand that the information given on this questionnaire will be used to complete my / our 2025 tax return(s). I / We agree to hold this company harmless for any errors that they may make on my / our tax return. I / We also understand that error on my / our return will cause a delay in the processing of the return and the receipt of the refund, if any
Should be Empty: