Strategic Wealth Consulting

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Taxpayer 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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Phone Number* This field is required.
Area Code
Phone Number
4
Address* This field is required.
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
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Date of Birth* This field is required.
Date
Month
Day
Year
6
Social Security Number* This field is required.
7
Filing Status* This field is required.
Single
Head of Household
Married Filing Joint
Married Filing Separate
Qualifying Widow
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Please Enter Spouse's Information
Spouse First & Last Name
Spouse Email
Spouse Social Security Number
Spouse Phone
Spouse Occupation
Spouse DOB
Spouse Employer
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Housing Status* This field is required.
Own (No Mortgage)
Mortgage
Rent
Other
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Rental Information
Landlord Name
Landlord Address
Monthly Rental Amount
Number of Months You Paid Rent
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Did You File a Return Last Year?* This field is required.
YES
NO
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Employment Information
Current Employer
Occupation
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Are You Claiming Any Dependents* This field is required.
YES
NO
14
List All Dependents HereName, DOB, Social Security Number & Gender
15
Did Your Address Change in 2026* This field is required.
YES
NO
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Please Provide The Previous Address Where You Lived During 2026.
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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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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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Do You Owe Past Due Taxes?* This field is required.
YES
NO
20
Did You Pay Estimated Federal/State Tax Payments?* This field is required.
YES
NO
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Did You Purchase Health Insurance From The Marketplace?* This field is required.
YES
NO
22
Did You Buy, Sell or Exchange Cryptocurrency?* This field is required.
YES
NO
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Did You Pay College Expenses or Student Loan Expenses?* This field is required.
YES
NO
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Did You Make Contributions or Withdrawals from a 401(k) or Roth IRA?* This field is required.
YES
NO
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Did You Purchase an Electric Vehicle?* This field is required.
YES
NO
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Did You Buy, Sell, or Refinance a Home?* This field is required.
YES
NO
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Do You Have Any Business Income or Side Hustle Income?* This field is required.
YES – I own a registered business / I have side hustle income
NO
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Business / Side Hustle Information* This field is required.
Enter Total Income
Enter Total Expenses
Enter EIN (If You Have One)
Please Select
Please Select
LLC
S-Corp
Sole Proprietor
1099 Contractor
Please Select Business Type
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Would You Like Direct Deposit For Your Refund* This field is required.
YES
NO
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Please Enter Your Banking Information* This field is required.
Bank Name
Routing Number
Account Number
Please Select
Please Select
Checking
Savings
Account Type
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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.
I acknowledge and agree to the Tax Preparation Engagement Agreement
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TAX PREPARATION FEE & PAYMENT POLICY* This field is required.Tax preparation fees are based on the forms, schedules, complexity, and services required to complete the return. Any price provided before SWC reviews all tax documents is an estimate and may change if additional forms, income sources, businesses, states, prior-year filings, or other services are required. Payment is due before the return is electronically filed or released to the client, unless the client has been approved to use an authorized refund-transfer payment option. Clients whose returns result in a balance due to the IRS or state taxing authority must pay SWC’s preparation fees in full before the return is electronically filed or released. Tax preparation fees are separate from any taxes owed and are not based on or contingent upon the amount of a client’s refund. Strategic Wealth Consulting does not deduct preparation fees from tax payments or delay payment based on taxes owed. Additional work resulting from incomplete, inaccurate, or subsequently changed information may result in additional fees. Amended returns, responses to tax notices, audit assistance, bookkeeping, and services outside the original engagement are not included unless specifically stated in writing. An amended return will be prepared without an additional preparation fee only when the amendment is required solely because of an error made by Strategic Wealth Consulting. Clients are responsible for providing complete and accurate information, reviewing their completed return, and approving the return before filing.
I have read and agree to Strategic Wealth Consulting’s Tax Preparation Fee & Payment Policy.
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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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Michigan Homestead Property Tax Credit Acknowledgment* This field is required.If I claim the Michigan Homestead Property Tax Credit, I understand that the Michigan Department of Treasury may require me to complete identity verification before processing or releasing my refund. If identity verification is requested, I am responsible for completing it promptly and providing any information or documentation required by the State of Michigan. I understand that failure to complete a required identity verification may result in my refund being delayed, adjusted, or not issued. I acknowledge that Strategic Wealth Consulting cannot complete the State's identity verification process on my behalf and is not responsible for delays or nonpayment resulting from my failure to complete the verification.
I acknowledge and understand the requirements of the Michigan Homestead Property Tax Credit
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SECURE IDENTIFICATION DOCUMENTS UPLOAD 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
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SECURE INCOME DOCUMENTS UPLOADPlease 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
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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?
Should be Empty: