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.
  • What is your date of birth?*
     - -
  • Format: (000) 000-0000.
  • What is the date of birth for your spouse?
     - -
  • Format: (000) 000-0000.

  • 🧑‍⚕️ Section 2: Personal Status

    We’d like to understand a few key aspects of your personal status that may affect your tax eligibility or filing options. Please check all that apply to you and your spouse (if applicable).
  • Check all that apply for you and your spouse:
  • As of December 31, of the selected tax year above, what was your marital status?*
  • Date of divorce/separation/widowhood (if applicable)
     - -

  • 💰 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.
  • If due a refund, how would you like to receive it?*
  • If you owe a balance, how would you like to pay?*

  • 👨‍👩‍👧 Section 4: Household Members

    Please list anyone who lived with you or whom you supported during the selected tax year. This helps us determine potential credits and deductions related to dependents or household members.
  • Date of Birth
     - -
  • Marital Status
  • Rows
  • Date of Birth
     - -
  • Marital Status
  • Date of Birth
     - -
  • Marital Status
  • Date of Birth
     - -
  • Marital Status
  • Date of Birth
     - -
  • Marital Status

  • 💵 Section 5: Income Sources

    Tell us about your income sources for the tax year. This includes wages, retirement income, self-employment, and other types of earnings. Check all that apply so we can make sure nothing is missed.
  • Check all that apply:*

  • 📉 Section 6: Expenses & Tax Events

    Certain expenses and life events may qualify you for deductions or credits. Please check any that apply to you for the selected tax year.
  • Home/House - Check all that apply:
  • Education - Check all that apply:
  • Medical - Check all that apply:
  • Other - Check all that apply:

  • 📎 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)

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