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.
Format: (000) 000-0000.
Filing Status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Student (Parents Claim me)
Unsure
To see if you qualify for filing status Head of Household. Please select all that apply.
were you unmarried, divorced, legally separated, or considered unmarried (e.g., spouse did not live in the home for the last six months of the year) on the last day of the tax year?
Did you pay for more than half (\(>50\%\)) the cost of keeping up a home for the year? Qualified expenses include rent, mortgage interest, property taxes, utilities, repairs, and groceries.
Did you have a qualifying child or relative that lived with you for more than half the year (temporary absences like school count). A dependent parent does not need to live with you, but you must pay over half the cost of their home.
were you a a U.S. citizen or resident alien for the entire year?
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.
Does your dependent(s) have a
Valid Social Security Number
ITIN
None (would need to apply for ITIN)
Other
Could any other person claim your children this tax year?
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
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
Were any of your wages overtime or tips ?
Yes
No
Are you using the standard deduction or itemizing
Standard
Itemizing
Unsure (If unsure we will contact you to help you identify the best strategy for your situation)
Do you have any of the following to itemize? 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
Opportunity 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
Did you have health insurance last year?
Yes, private employer
Yes, Obamacare/Marketplace
Yes, private insurance
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 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?
How did you file last year?
On my own with H&R Block, TurboTax, Etc
With a tax professional at H&R Block, TurboTax, Etc
Did not file
If you would like to submit any documents such as w2’s or 1099 Forms please use our encrypted portal which will appear in the next page after you submit this form. The portal meets IRS standards for safely handling your private information. If you would like to hold off simply exit the page.
After you submit please allow for us to review your information, and we will contact you within 24 hours for any follow up questions.
Submit
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