Strategic Wealth Consulting

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
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Mali
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Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
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Nigeria
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Yemen
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Other
Country
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Phone Number* This field is required.
Area Code
Phone Number
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Social Security Number* This field is required.
6
Date of Birth* This field is required.
Date
Month
Day
Year
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Housing Status* This field is required.
Own (No Mortgage)
Rent
Mortgage
Other
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If You Are a Renter, What is Your Monthly Rental Amount?
9
If You Rent Please Enter Landlord's Name
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If You Rent Please Enter Landlord's Address
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Did You File a Return Last Year?* This field is required.
YES
NO
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Current Employer
13
Job Title
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Filing Status* This field is required.
Single
Married Filing Joint
Married Filing Seperate
Head of Household
Qualifying Widow
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Are You Claiming Any Dependents* This field is required.
NO
YES
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Dependent Name
First Name
Last Name
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Dependent Date of Birth
Date
Year
Month
Day
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Dependent Social Security Number
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Dependent Gender
Male
Female
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Dependent Name
First Name
Last Name
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Dependent Date of Birth
Date
Year
Month
Day
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Dependent Social Security Number
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Dependent Gender
Male
Female
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Additional Dependents List Here Name, DOB, Social Security Number & Gender
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Did Your Address Change in 2025?* This field is required.
YES
NO
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If Yes, Please Provide All Addresses Where You Lived During 2025
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Income Sources (Check all that apply)* This field is required.
W-2 Employment
1099-NEC (Self-Employment)
Unemployment Benefits
Social Security Income
Pension/Retirement (1099-R)
Interest/Dividends (1099-INT/1099-DIV)
Rental Income
Capital Gains/Investments
Gambling Earnings (Casino/Lottery/Online Casino Gambling)
Does Not Apply
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Do You Have Any Business Income or Side Income?* This field is required.
No
Yes – I own a registered business
Yes – I have a side hustle / self-employment income
Yes - Other
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Do You Have Income For Your Business/Side Hustle?
YESNO
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If Yes, What is The Total Income You Received From Your Business/Side Hustle?
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Do You Have Expenses For Your Business/Side Hustle Income?
YESNO
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If Yes, What is The Total Expenses You Paid For Your Business/Side Hustle?
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Please Enter Your Businesses EIN.Leave Blank If You Use Your Social Security Number
34
Please Select Business Type
LLC
Sole Proprietor
S-Corp
1099 Contractor
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Deductions (Check all that apply)* This field is required.
Childcare Expenses
Mortgage Interest/Property Taxes
Student Loan Interest
Retirement Contributions (IRA/401K)
Charitable Donations
Electrical Vehicle
Adoption
Medical Expenses
Does Not Apply
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Did You Receive Any Stimulus or Advance Child Tax Credit Payments* This field is required.
YES
NO
37
Did You Receive Health Insurance Through The Marketplace (1095-A)* This field is required.
YES
NO
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Do You Owe Back Taxes, Child Support, or Student Loans* This field is required.
YES
NO
NOT SURE
39
Would You Like Direct Deposit For Your Refund* This field is required.
YES
NO
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For Direct Deposit Please Enter: Bank Name
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For Direct Deposit Please Enter: Routing Number
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For Direct Deposit Please Enter: Account Number
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Account Type
Checking Account
Savings Account
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TAX PREPARATION ENGAGEMENT AGREEMENT* This field is required.Strategic Wealth Consulting LLC (“Preparer”) agrees to prepare federal and/or state income tax return(s) for the applicable tax year(s) based solely on information provided by the Client. Client agrees to provide complete, accurate, and truthful information, including all income, deductions, credits, and supporting documentation. Client understands that they are legally responsible for the accuracy of the tax return, even though it is prepared by Preparer. Preparer is required by IRS regulations to ask follow-up questions, request documentation, and decline preparation if information appears incomplete, inconsistent, or unsupported. This engagement does not include audit representation, tax resolution, or legal advice unless separately agreed to in writing. Refund amounts are determined solely by the IRS and state agencies and are not guaranteed.
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PRIVACY POLICY & DATA SECURITY DISCLOSURE* This field is required.Strategic Wealth Consulting LLC is committed to protecting your personal and financial information. Information collected is used solely for tax preparation, compliance, and communication purposes. We do not sell or rent your information. Information may be shared only as required by law, with authorized tax software providers, or with your written consent. Reasonable administrative, technical, and physical safeguards are used to protect your data. Clients are encouraged to use secure portals and avoid sending sensitive information via unsecured email.
I acknowledge receipt of the Privacy Policy & Data Security Disclosure
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CONSENT TO USE TAX INFORMATION (IRS 7216)* This field is required.Federal law requires your consent before tax return information may be used or disclosed. By agreeing below, you authorize Strategic Wealth Consulting to use your tax information solely for tax preparation, compliance, and internal quality review. No information will be disclosed to third parties without additional written consent.
I authorize the use of my tax return information as described above
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CLIENT RESPONSIBILITY & FRAUD ACKNOWLEDGMENT* This field is required.Client confirms that all information provided is true, correct, and complete. Client understands that providing false or misleading information may result in penalties, audits, or legal consequences. Client understands Strategic Wealth Consulting may decline or withdraw services if IRS due diligence standards are not met
I confirm the information I provided is accurate and complete
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ELECTRONIC SIGNATURE CONSENT* This field is required.Client consents to electronic signatures, electronic delivery of documents, and electronic communication. Electronic signatures carry the same legal effect as handwritten signatures.
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SECURE IDENTIFICATION DOCUMENTS UPLOAD* This field is required. Government Issued ID & Social Security Card for all for tax filer & all dependents Ensure all files are clear and properly labeled. You may upload multiple files as a ZIP folder or combined PDF for convenience.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Add Documents Here
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SECURE INCOME DOCUMENTS UPLOAD* This field is required.Please upload all relevant income documents to begin your tax preparation. This includes: • W-2s (Wage Statements) • Any other supporting documents such as 1098 (mortgage interest), SSA-1099 (Social Security), or investment income statements. Ensure all files are clear and complete. If you have multiple documents, feel free to upload them as a single PDF or ZIP file.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Browse Files
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Is There Any Additional Information You Would Like To Provide?
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Who Can We Thank For Referring You To Us?* This field is required.
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Are You Interested In Any Additional Services (select all that apply)* This field is required.
Credit Repair
Business Formation
Notary Services
Elite Line Access (Tradelines)
Path to Home Ownership Program
Credit Monitoring
None
Prior Year's Taxes Filed
Should be Empty: