OTS 2025 Client Information Form

1
Internal Use:
2
Internal Use: Taxpayer Verification PINUse this pin for the taxpayer only in Taxwise only!
3
How did you hear about us?* This field is required.
Please Select
Please Select
2024 Returning Client
New Client
Referred
Previous Client before 2024
Google
Facebook
Instagram
4
If someone referred you, please type his or her name here.
5
Requested Tax Preparer to complete taxes.* This field is required.Who would you like to prepare your taxes?
Ronald
Trina
Does Not Matter
6
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
7
What is the best time to call you to discuss your tax information?
8
Do you need to file a previous year tax return.* This field is required.
YESNO
9
Please select all previous Tax return year(s) you are uploading* This field is required.
2024
2023
2022
2021
2020
2019
2018
2017
10
Please upload ALL PRIOR YEAR tax return DOCUMENTS here ONLY!!! Do not upload your 2025 TAX DOCUMENTS here!!!
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
11
Missing Tax Information Disclaimer

I acknowledge that I am solely responsible for providing all necessary tax documents and information required to accurately prepare my tax return. OTS Management Group, LLC prepares returns based solely on the information provided by the taxpayer and cannot be held responsible for errors, omissions, or delays resulting from incomplete, missing, or inaccurate information.

If I fail to submit complete and accurate documentation, I understand that the following may occur:

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

Return Rejection: The IRS or state agency may reject my return if entries are incomplete or inaccurate.

Audit or Review: Missing or incorrect information may result in additional review by the IRS or state agency.

Penalties and Interest: I may incur penalties, interest, or additional charges resulting from inaccurate or incomplete filings.

Amended Returns: Additional fees may apply if a correction or amendment (Form 1040-X) is required due to information I failed to provide.

By signing below, I confirm that all information and documents I have submitted are true, correct, and complete to the best of my knowledge.
12
Are you waiting on any additional tax documents for your 2025 return.* This field is required.**If you're expecting additional documents, please hold off to ensure the accuracy of your return when filing.**
YESNO
13
Acknowledgment Statement:* This field is required.By proceeding, I understand that OTS Management Group, LLC prepares my return based solely on the information provided and is not responsible for delays, audits, or penalties resulting from 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
14
Filing Status Definitions

Your filing status determines your tax rate, standard deduction, and eligibility for certain credits. Review each status below and choose the one that best applies to your situation for this tax year.

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

🔹 Head of Household
To qualify, you must be unmarried, have paid more than half the cost of maintaining a home, and have a qualifying dependent who lived with you for more than half the year.

🔹 Married Filing Separately (MFS)
Each spouse reports their own income and deductions. This status may limit eligibility for certain credits or deductions.

🔹 Married Filing Jointly (MFJ)
You and your spouse file one combined return. This status often results in higher income limits and better tax benefits.

🔹 Qualifying Widow(er)
You may use this status for up to two years after your spouse’s death if you have a dependent child. It provides the same tax benefits as Married Filing Jointly during that period.

For detailed IRS definitions, see IRS Publication 501 – Filing Status.
15
What is your filing status as of December 2025?* This field is required.
Single (Not married or legally separated as of December 31, 2025)
Head of Household (Must have dependents that resided in your household for 2024)
Married Filing Separate
Married Filing Jointly
Qualifying Widower
16
I certify that the above filing status is my filing status for 2025.* 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
17
Taxpayer Name* This field is required.
First Name
Last Name
18
Taxpayers SSN* This field is required.
###-##-####
19
Date of Birth* This field is required.
MM/DD/YYYY
20
Phone Number* This field is required.
Please enter a valid phone number.
21
Email Address* This field is required.
example@example.com
22
Taxpayers Address* This field is required.
Street Address
Street Address Line 2
City
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
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
23
Taxpayers Occupation* This field is required.
24
PLEASE UPLOAD A COPY OF THE TAXPAYER ID, DRIVERS LICENSE, ETC...** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
25
PLEASE UPLOAD A COPY OF THE TAXPAYER SOCIAL SECURITY CARD.** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
26
Spouse Name* This field is required.
First Name
Last Name
27
Spouse SSN* This field is required.
###-##-####
28
Spouse Date of Birth* This field is required.
MM/DD/YYYY
29
Spouse Phone Number* This field is required.
Please enter a valid phone number.
30
Spouse Email Address* This field is required.
example@example.com
31
Spouse Occupation* This field is required.
32
PLEASE UPLOAD A COPY OF THE SPOUSE ID, DRIVERS LICENSE, ETC...** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
33
PLEASE UPLOAD A COPY OF THE SPOUSE SOCIAL SECURITY CARD.** This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
34
Bank Name* This field is required.
35
Routing Number* This field is required.**Must be 9 digits to proceed**
36
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.**
37
Re-enter Bank Account Number* This field is required.
38
What type of bank account do you have?* This field is required.
Checking
Savings
Other
39
Would you like to apply for the fast cash advance? “ Please note: to qualify, your refund amount must be at least $1,500 and must be sufficient to cover the estimated return fees. Fast cash advance can be $500-$7000 depending on your return and will only be available until March 13, 2025.”* This field is required.
Yes
No
40
Are you filing the same Dependents as your 2024 tax year (last year)?* This field is required.
YESNO
41
DO YOU HAVE DEPENDENTS FOR YOUR 2025 TAX RETURN* This field is required.
YESNO
42
Please list all dependents you are claiming on your tax return below.* This field is required.
43
DID YOU ADD A NEW DEPENDENT TO YOUR RETURN FOR 2025 that you did not carry for 2024?* This field is required.
YESNO
44
Please upload Social Security card(s) for each Dependent listed on the return. Please note that your return cannot be completed or filed until all required dependent documentation is received.* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
45
Please upload Birth Certificates or Birth Fact for each Dependent listed on the return. Please note that your tax return will not be filed if all Dependent Information is not provided.* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
46
Please upload Proof of Residence for each Dependent listed on the return. Examples: (Lease, School letters/ Enrollment Verification forms with name and address, Benefits letters, or 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.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
47
DID YOU HAVE CHILD CARE EXPENSES FOR YOUR 2025 TAX RETURN* This field is required.
YESNO
48
If you have childcare expenses, please upload one of the following: (Please note without one of these documents you will not be able to claim childcare credit)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
49
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
50
Form W-2 – Do Not Use Final Pay Stub as a Substitute

Although it may be possible to estimate a preliminary tax return using your final pay stub, a pay stub is not an official IRS-recognized income document.

Taxpayers must not use a final pay stub, Form 4852, or Form 1099-R to file an income tax return before receiving an official Form W-2 Wage and Tax Statement from their employer. If your employer has not provided a W-2 by the time you need to file, please visit our website under Tax Client Resources and request your current Wage and Earning Statement to prepare your taxes.

Warning: Failure to use an official W-2 may result in your return being delayed, held, or audited by the IRS.

Why your final pay stub may not match your Form W-2:

Pre-tax retirement contributions (401k, 403b, etc.)

Pre-tax health, dental, or vision insurance premiums

Dependent care or medical reimbursement account deductions made during the year

Employer-paid group life insurance coverage over $50,000

Other taxable benefits or adjustments your employer must include on the W-2

If you receive a corrected Form W-2C or a new Form W-2 after your return has been filed, and the information differs from what was reported, you must file an Amended Return (Form 1040-X) to correct your income with the IRS.

Need help locating your W-2? Visit our website and open the Tax Client Resources section for instructions.
51
I hereby confirm that I h›and ave 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
52
Please upload income documents for you and/or your spouse.* This field is required.W2's and/or 1099 NEC's, Ride-share tax forms etc.. (NO PAYCHECK STUBS)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
53
Did you sell or trade any stock in 2025?* This field is required.
YESNO
54
Did you withdraw money from your 401k?* This field is required.
YESNO
55
1099-R (401K) Upload * This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
56
Did you work any overtime for the 2025 tax year?* This field is required.The deductible amount is capped at $12,500 for single filers and $25,000 for married filing jointly.
YESNO
57
File Upload* This field is required.Overtime Verification (Only if you worked overtime) Please upload your final pay stub for the year so we can confirm overtime pay. This is required to apply the overtime tax benefit if it is not listed on your W-2.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
58
Has the IRS ever issued an Identity Protection PIN (IP PIN) to you — or to a spouse if you’re filing jointly?* This field is required.If you received one last year you should have one for this year
YESNO
59
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
Taxpayer's IP PIN
Spouse's IP PIN (if applicable)
60
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
61
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
62
If yes, Who and how much do you owe as of now* This field is required.
Who do you currently have a balance with?
How much do you owe?
63
Did you (and/or all dependents listed on your return) have health insurance in 2025?: (Medicaid, Market Place, Medicare, or with your employer)* This field is required.
YESNO
64
Who did you have health insurance with in 2025?* This field is required.
Employer -1095-C or 1095-B (You had insurance thorough your employer for 2025)
Market Place (1095-A, heatlhcare.gov)
Medicaid
Medicare
65
Upload 1095-A Form: (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* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
66
Upload Employer Insurance Form 1095-C or 1095-B* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
67
Was anyone on the tax return enrolled in college during 2025* This field is required.
YESNO
68
How many total years of college did you (or the student) attend?* This field is required.Please check all that Apply!
1-4 (Years) Taxpayer/Spouse
5 or more (Years) Taxpayer/Spouse
1-4 (Years) Dependent
5 or more (Years) Dependent
69
Please upload Form 1098-T and/or qualified education expense statements (if applicable)* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
70
Do you own your home?* This field is required.
YESNO
71
Do you have documents that shows you paid for Property taxes, Mortgage Interest, and/or Real Estate Tax?* This field is required.
YESNO
72
Please upload Property Taxes, Mortgage interest, and/or Real Estate Tax statements (if available).* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
73
Did you make contributions to a Roth IRA or Traditional IRA for 2025?* This field is required.
YESNO
74
Roth IRA or Traditional IRA Upload* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
75
Did you purchase a vehicle in 2025 that may qualify for a tax credit or business use?* This field is required.
YESNO
76
Please upload your vehicle purchase receipt.* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof

Standard Deduction Overview (for general reference only — amounts determined at time of filing)

(These are the minimum deduction amounts automatically applied if you don’t itemize.)

Filing Status	Standard Deduction
Single	$15,750
Married Filing Jointly (MFJ)	$31,500
Head of Household (HOH)	$23,625
Married Filing Separately (MFS)	$15,750
Qualifying Widow(er)	$31,500

Additional Amounts:
Add $2,000 if you are Single or Head of Household and age 65 or older or blind.
Add $1,600 per qualifying individual if Married Filing Jointly or Married Filing Separately and age 65 or older or blind.

Note: If your total itemized deductions (medical, mortgage interest, charitable donations, etc.) are less than your standard deduction, the standard deduction will automatically apply. You will not receive any additional benefit for itemizing in that case.

78
During the year, did you pay any out-of- pocket expenses for things like medical or dental care, prescriptions, glasses, or home related cost such as mortgage interest or property or state taxes , even if you didn't think of them as a tax deductions* This field is required.Ex: Medical, Dental, Vision, etc.....
YESNO
79
Please input your total medical deductions for 2025? Please click on the link below if you have any questions on whether a deduction can be claimed* This field is required.https://www.irs.gov/forms-pubs/about-schedule-a-form-1040
Enter the total amount for entire year (example: 3500)
80
Did you make any Cash contributions or offerings to any religious organization in 2025?* This field is required.
YESNO
81
Charitable Donations* This field is required.(Religious Organizations, National Charities, Local nonprofits, etc)
Enter the total amount for entire year (example: 3500)
82
Please upload your contribution or offerings statement from your religious organization (if available)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
83
Did you make any Non-Cash Donations to any organization?* This field is required.(Ex: Goodwill, Salvation Army, furniture, clothing, vehicles, etc...)
YESNO
84
Non-Cash Donations* This field is required.(Ex: Goodwill, Salvation Army, furniture, clothing, vehicles, etc...)
Charity Name
Approx. Date Acquired (est. is okay)
Original Cost (if known)
Fair Market Value at Donation time
Approx. Donation Date
1
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
2
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
3
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
4
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
5
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
6
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
1
2
3
4
5
6
Charity Name
Row 0, Column 0
Approx. Date Acquired (est. is okay)
Row 0, Column 1
Original Cost (if known)
Row 0, Column 2
Fair Market Value at Donation time
Row 0, Column 3
Approx. Donation Date
Row 0, Column 4
Charity Name
Row 1, Column 0
Approx. Date Acquired (est. is okay)
Row 1, Column 1
Original Cost (if known)
Row 1, Column 2
Fair Market Value at Donation time
Row 1, Column 3
Approx. Donation Date
Row 1, Column 4
Charity Name
Row 2, Column 0
Approx. Date Acquired (est. is okay)
Row 2, Column 1
Original Cost (if known)
Row 2, Column 2
Fair Market Value at Donation time
Row 2, Column 3
Approx. Donation Date
Row 2, Column 4
Charity Name
Row 3, Column 0
Approx. Date Acquired (est. is okay)
Row 3, Column 1
Original Cost (if known)
Row 3, Column 2
Fair Market Value at Donation time
Row 3, Column 3
Approx. Donation Date
Row 3, Column 4
Charity Name
Row 4, Column 0
Approx. Date Acquired (est. is okay)
Row 4, Column 1
Original Cost (if known)
Row 4, Column 2
Fair Market Value at Donation time
Row 4, Column 3
Approx. Donation Date
Row 4, Column 4
Charity Name
Row 5, Column 0
Approx. Date Acquired (est. is okay)
Row 5, Column 1
Original Cost (if known)
Row 5, Column 2
Fair Market Value at Donation time
Row 5, Column 3
Approx. Donation Date
Row 5, Column 4
1 of 6
85
Optional: Upload Non-Cash Donation Receipts (if available)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
86
Did you earn income from any of the following? Please select all that apply.* This field is required.
K1 Partnership
Self-employment / Business (Schedule C)
Independent Contractor (received 1099-NEC for your services)
Rideshare (Uber, Lyft, Doordash, etc..)
Rental property (Schedule E)
Farm income (Schedule F)
None of the above
87
Please upload your K1 Partnership Documents* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
88
Business Information* This field is required.
Type of Business
Business Name
Street Address
Street Address Line 2
City
State/ Province
Postal/ Zip Code
89
Business Activity Code (NAICS)* This field is required.Please select your business activity code
90
Income* This field is required.Please provide your business or Farming income
Gross Income Sales
Additional Business Icnome
91
Business 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 than 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 a W-2)
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, dues, subscriptions, etc.)
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 than 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 a W-2)
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, dues, subscriptions, etc.)
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
92
Please upload your business expense summary or 12-month income & expense ledger (if available)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
93
Rideshare/Driver 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
15. Insurance (other than health)
Row 2, Column 0
17. Legal and Professional services
Row 3, Column 0
18. Office expenses
Row 4, Column 0
20a. Rent or Lease (Vehicles, machinery, and equipment)
Row 5, Column 0
21. Repairs and Maintenance
Row 6, Column 0
22. Supplies not included in Part III
Row 7, Column 0
23. Business Taxes and Licenses
Row 8, Column 0
24a. Travel and Meals (Meals amount)
Row 9, Column 0
36. Purchases
Row 10, Column 0
44a. Business miles
Row 11, Column 0
44b. Commuting Miles
Row 12, Column 0
44c. Other Miles
Row 13, Column 0
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
Row 14, Column 0
Part V: Other Cost Not listed above (Tolls)
Row 15, Column 0
Part V: Other Cost Not listed above (Cell Phone)
Row 16, Column 0
Part V: Other Cost Not listed above
Row 17, Column 0
8. Advertising
10. Commissions and fees
15. Insurance (other than health)
17. Legal and Professional services
18. Office expenses
20a. Rent or Lease (Vehicles, machinery, and equipment)
21. Repairs and Maintenance
22. Supplies not included in Part III
23. Business Taxes and Licenses
24a. Travel and Meals (Meals amount)
36. Purchases
44a. Business miles
44b. Commuting Miles
44c. Other Miles
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
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
1 of 18
94
Farm Expenses* This field is required.Please put a dollar amount for all expenses that you occurred
Amount Paid
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 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
1 of 22
95
Rental Property Address's* This field is required.Please enter all rental property address
Property Address
Total Rent Received 2025
Total Royalties Received 2025
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 2025
Row 0, Column 1
Total Royalties Received 2025
Row 0, Column 2
Property Address
Row 1, Column 0
Total Rent Received 2025
Row 1, Column 1
Total Royalties Received 2025
Row 1, Column 2
Property Address
Row 2, Column 0
Total Rent Received 2025
Row 2, Column 1
Total Royalties Received 2025
Row 2, Column 2
1 of 3
96
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
1 of 14
97
Are you still actively running the business?* This field is required.
Please Select
Please Select
Yes
No (I stopped it)
It started in 2025
98
Do you have a separate bank account for your business income?* This field is required.
YESNO
99
Did you keep records of the business income and expenses this year?* This field is required.
YESNO
100
How do you keep track of your income and expenses?* This field is required.Examples: spreadsheet, app, bank statements, manual records (Records may include formal or informal methods used by the taxpayer.)
Please Select
Please Select
QuickBooks (or similar software)
Payment apps (Cash App, PayPal, etc.)
Bank Statements
Excel / spreadsheet
I did not track income and expenses formally
101
Did you receive or expect to receive a 1099-NEC or 1099-k?* This field is required.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
102
Do you have a DBA, LLC, EIN, etc. for your business?* This field is required.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
103
Upload your business LLC, EIN, etc paperwork* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
104
Do you promote or advertise the business?* This field is required.
YESNO
105
When did you start driving for Uber/Lyft/etc.?* This field is required.
2025
2024
2023
2022
2021
2020 and before
106
Did you purchase or lease a vehicle primarily for rideshare?* This field is required.
YESNO
107
Do you have insurance or registration costs related to the vehicle used?* This field is required.
YESNO
108
Do you keep mileage logs for business use of your vehicle?* This field is required.
YESNO
109
Upload Mileage Logs* This field is required.(Ex: Business Card, Flyer, Facebook Post/Ad, Etc...)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
110
What type of Farming activity did you perform in 2025?* This field is required.
111
Did you materially participate (regularly work in) the farming activity?* This field is required.
YESNO
112
Do you have a separate bank account for your farming income?* This field is required.
YESNO
113
Did you keep track of farming related expenses and income this year?* This field is required.
YESNO
114
How do you keep track of your farming income and expenses?* This field is required.Examples: spreadsheet, app, bank statements, manual records (Records may include formal or informal methods used by the taxpayer.)
Please Select
Please Select
QuickBooks (or similar software)
Payment apps (Cash App, PayPal, etc.)
Bank Statements
Excel / spreadsheet
I did not track income and expenses formally
115
Did you work full-time or part-time in the farming activity?* This field is required.
Please Select
Please Select
Full-time
Part-time
Seasonal or occasional work
116
Was any of the farming activity done for personal use (food for family)?* This field is required.
YESNO
117
Did you own or co-own the rental property in 2025?* This field is required.
YESNO
118
Was the property rented out for the entire year?* This field is required.
YESNO
119
How do you keep track of your rental income and expenses?* This field is required.Examples: spreadsheet, app, bank statements, manual records (Records may include formal or informal methods used by the taxpayer.)
Please Select
Please Select
QuickBooks (or similar software)
Payment apps (Cash App, PayPal, etc.)
Bank Statements
Excel / spreadsheet
I did not track income and expenses formally
120
Do you have a separate bank account for your rental income?* This field is required.
YESNO
121
Are you actively managing the rental property?* This field is required.
YESNO
122
Do you handle repairs, rent collection, or tenant issues yourself?* This field is required.
YESNO
123
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!
124
What was your marital status as of December 31, 2025?* This field is required.
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, 2025.
Domestic Partnership/Civil Union – If legally recognized by the state but not applicable for federal filing purposes.
125
Were you legally separated or divorced during the year? If yes, provide court documentation.* This field is required.
YESNO
126
Court Documentation Upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
127
Did you pay more than half the cost of maintaining your home, including rent, mortgage interest, utilities, property taxes, food, etc?* This field is required.
YESNO
128
Please upload proof of household expenses (examples: rent statement, lease agreement, utility bills, or grocery receipts).* This field is required.You don’t need to upload every receipt — just a few examples that show you paid most of the household costs.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
129
Did you provide supporting documentation when uploading your dependents infroamtion such as:* This field is required.Lease or Rental Agreement, Electric , Water, Gas, or Internet bills, Grocery receipts, etc..
YESNO
130
Dependent Support Upload* This field is required.Please upload proof you supported your dependents such as lease, utlity bill, or grocery reciepts
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
131
Who lived with you in the home during the year?* This field is required.Select all that apply
Spouse/Partner
Dependents
Realtive
Friends
132
Did any other adult share household expenses with you?* This field is required.
YESNO
133
Did you receive financial assistance from charities, government agencies, or others?* This field is required.Ex: Food Stamps, Housing, Red Cross, Unemployment, Baker Ripley, etc..
YESNO
134
Financial assistance Upload* This field is required.Please upload docuemtnation from the financial assistance, etc.. Food Stamp Award letter, Unemployment, Baker Ripley etc....
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
135
If claiming a dependent parent, did they live in a separate household? If yes, did you pay more than half of their support?* This field is required.
YESNO
136
Were you a U.S. citizen or resident alien all year?* This field is required.
YESNO
137
Did you live in the United States for more than half of the year?* This field is required.
YESNO
138
Do you have a valid Social Security number?* This field is required.
YESNO
139
Are you married?* This field is required.
YESNO
140
*If married, did you file jointly or separately?* This field is required.
Joint Return
Separate Return
141
Were you or your spouse self-employed* This field is required.
YESNO
142
How much self employed income did you make?* This field is required.
143
Did you have any business expenses for your business?* This field is required.
YESNO
144
Do you have qualifying dependents?* This field is required.
YESNO
145
If yes:* This field is required.Select all that apply for each child on the return
Parent(s)
Grandparent(s)
Aunt/ Uncle
Step-Parent(s)
Legal Guardain
Other
146
Did each child on the return live with you for more than six months of the year?* This field is required.
YESNO
147
Can you provide school records, medical records, or other proof of residency?* This field is required.
YESNO
148
Were you or your spouse a full-time student at any time during the year?* This field is required.
YESNO
149
Were you or your spouse ever disallowed the EITC in a previous year?* This field is required.
YESNO
150
Did you provide more than 50% of the financial support for each qualifying child?* This field is required.
YESNO
151
Did your spouse live with you at any time in 2025?* This field is required.(This question helps determine your correct filing status.)
YESNO
152
If Yes, were you and your spouse still living together after June 30, 2025?* This field is required.(Answer “No” only if you lived apart for the last 6 months of 2025.)
YESNO
153
Are all the dependents you’re claiming either U.S. citizens, U.S. nationals, or U.S. residents for tax purposes?(This helps confirm eligibility for credits like the Child Tax Credit and Earned Income Credit.)
YESNO
154
Did each dependent live with you for more than half of the year?
YESNO
155
Does each dependent have a valid Social Security number?(Each dependent must have their own SSN to be claimed on a tax return.)
YESNO
156
Was each dependent’s Social Security number issued before the tax return due date (including extensions)?
YESNO
157
Did you provide more than half of the child’s support for the year (including housing, food, and medical care)?
YESNO
158
Are you the custodial parent for all dependent(s) listed on your tax return?(If not, do you have a signed Form 8332 or court document giving you the right to claim any dependent who does not live with you?)
YESNO
159
If you are divorced or separated, do you have a court order or custody agreement that gives you the right to claim the child as a dependent?
Yes
No
Not Applicable
160
To your knowledge, has anyone else ever tried to claim these dependents on a tax return?
YESNO
161
Was the student enrolled at least half-time in a program that leads to a degree or recognized certificate?* This field is required.
YESNO
162
Did you upload or provide the official Form 1098-T issued by the school?* This field is required.
YESNO
163
Has this student already been claimed by you or anyone else for the American Opportunity Tax Credit (AOTC) in any of the past 4 tax years?* This field is required.
YESNO
164
Has the student ever been convicted of a felony drug offense?* This field is required.
YESNO
165
Did you (or the student) pay for qualified education expenses such as tuition, books, or required course materials?* This field is required.
YESNO
166
Can you provide receipts or account statements from the school showing the qualified expenses paid?* This field is required.
YESNO
167
Was the school the student attended approved by the U.S. Department of Education as an eligible institution?* This field is required.
YESNO
168
Were the student’s qualified education expenses paid using student loans, grants, scholarships, or personal funds?* This field is required.
YESNO
169
Did the student receive any scholarships, grants, or employer tuition assistance during the year?* This field is required.
YESNO
170
If yes, how much total scholarship, grant, or tuition assistance did the student receive for the year?* This field is required.
171
If you have any questions for your Tax Preparer type them here.
172
What is your preferred contact method?* This field is required.Text messages and /or 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
Type option 4
173
What is the best time to call you to discuss your tax information?* This field is required.
174
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
175
CLIENT AUTHORIZATION & AUDIT RESPONSIBILITY NOTICE

I, {taxPayers}, authorize OTS Tax Services to prepare all necessary forms related to my tax return; to apply for a secure refund advance (RAL) if requested; to sign all required documents; and to file my return electronically.

I understand that OTS Tax Services prepares returns based solely on the information and documentation I provide. I acknowledge that I am responsible for the accuracy and completeness of all information submitted, including income, deductions, dependents, and credits.

I further understand that I am required to keep copies of all tax documents, receipts, and supporting records for at least three (3) years (or longer if required by law), in case my return is audited or reviewed by the IRS or state agency.

OTS Tax Services and its affiliates are not responsible for any penalties, disallowances, or audit findings that result from incomplete, inaccurate, or unverified information provided by the taxpayer.
176
Taxpayer Signature* This field is required.
Clear
177
Spouse Signature* This field is required.
Clear
178
Date* This field is required.
Date
Month
Day
Year
Should be Empty:

Missing Tax Information Disclaimer

Filing Status Definitions

Form W-2 – Do Not Use Final Pay Stub as a Substitute

Standard Deduction Overview (for general reference only — amounts determined at time of filing)