Client Tax Form

🧾 Section 1: Personal Information

To get started, please provide your basic personal details. This helps us ensure your return is accurate and tailored to your situation. Please complete a separate questionnaire for each tax year Rocksteady Business Services is filing your taxes.
Please select the appropriate tax year:
What is your name?*

First NameLast Name
What is your Social Security Number?*
What is your date of birth?*

YearMonthDay
Date
What is your current home address?*

Street Address

Street Address Line 2

CityState

Zip Code
What is your primary email address?*
example@example.com
What is your primary phone number?*
Please enter a valid phone number.Format: (000) 000-0000.
Do you have a spouse?
What is name of your spouse?

First NameLast Name
What is the date of birth for your spouse?

YearMonthDay
Date
What is the Social Security Number for your spouse?
What is the primary email address for your spouse?
example@example.com
What is the primary phone number for your spouse?
Please enter a valid phone number.Format: (000) 000-0000.

💰 Section 3: Refund and Payment Preferences

Let us know how you'd prefer to receive any refund or make a payment if taxes are owed. Your choices help us set up your return in a way that’s most convenient for you.
Direct depositCheck by mailSplit refund between accounts
Bank accountIRS.gov Direct PaySet up installment agreementMail payment to IRS

📎 Supporting Documentation Upload Request

To complete your tax return, Rocksteady Business Services requires copies of all relevant income and expense documents. Please gather and upload any forms or records that apply to your selected tax year. Please don't upload tax documents for multiple years.
Income Records:

W-2 (Wage and Tax Statement)
1099-NEC (Contractor or freelance income)
1099-MISC (Rent, Royalties, Other)
1099-DIV (Dividend income)
1099-INT (Interest income)
1099-R (Retirement distributions)
1099-OID (Basis adjustments)
1099-B (Brokerage sales)
1099-S (Real estate sales)
SSA-1099 (Social Security benefits)
1099-G (Unemployment compensation or state refunds)
1099-DA (Digital Assets)
Business Income if self-employed (IF NOT MANAGED BY ROCKSTEADY)
Expense Records:

1098 (Mortgage interest)
1098-E (Student loan interest)
1098-T (Student tuition statements)
1095-A (Health Insurance Marketplace Statement)
Childcare provider statement and/or receipts
Medical expense summaries
Charitable donation receipts
Business expense logs if self-employed (IF NOT MANAGED BY ROCKSTEADY)
Upload Records

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Rows	Name	Date of Birth	SSN	Relationship	Marital status (S/M)	U.S. Citizen? (Y/N)	Full-time student? (Y/N)	Months Lived With You	Will they file their own tax return? (Y/N)
Person 1
Person 2
Person 3
Person 4
Person 5

🧾 Section 1: Personal Information