Villanueva Solutions LLC
Income Tax Client Estimate Form
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Filing Status
Single or Married Filing Separately
Married Filing Jointly
Head of Household
Qualifying Surviving Spouse
Student (Parents Claim you)
Number of Dependents
If you have dependents list their age before the year ended on 12/31, how many months did they live with you, and if they attended college.
Could any other person claim your children this tax year?
Yes
No
Income (Select all that apply)
W2
1099 NEC
1099 INT ( Interest)
1099 Div ( Dividends)
1099 G ( Unemployment or Goverment)
1099-R: Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans
W-2G: Certain Gambling Winnings
Are you using the standard deduction or itemizing
Standard
Itemizing
If you are itemizing select all that apply
Mortgage Interest
Income, Sales, Real Estate and Personal Property Taxes
Medical Expenses
Bad Debts
Canceled debt of home
Capital Losses
Donations to Charity
Gains from sale of home
Gambling Losses
Losses from Disasters and Theft
Opportjnity Zone Investment
Miscellaneous
Did you receive, sell, exchange or otherwise acquire any Crypto Currency?
Yes
No
Did you receive a 1095 A form for your Affordable Care Act insurance?
Yes
No
Were you notified by the IRS that you are required to complete a "Certification" for the Earned Income Credit? (EIC)
Yes
No
Did you have any day care expenses? If so, were you provided with a form from the day care that has their tax information?. If an individual do you have or are you able to obtain their name, social security number, address and phone number?
Yes
No
Did not get form, but able to obtain information
Did you attend school/ university and were you provided the form 1098-T?
Yes
No
Attended, but don't have a form
Have you been assigned a PIN from the IRS?
Yes
No
What tax year(s) do you need filed?
2025
2024
2023
Other
Do you need State Income Tax? If so what State(s)?
Your Occupation:
Spouses Occupation (if applicable)
If you decide to proceed with our services, the information here will be used to process your return. If any information is not accurate or needs to be updated please notify us as soon as possible.
I agree/understand
How did you hear about us?
Submit
Should be Empty: