Tax Preparation Registration Form

Tax Preparation Registration Form

Please fill out the following form to register for tax preparation services. Upload all necessary documents to help us prepare your federal and state taxes. Please DO NOT enter or upload social security numbers. If you have any questions while filling out this form, please call 413-276-6086 or email tax@westernmasscaresolutions.com.
Full Name*

First NameMiddle NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Residential Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Spouse or Co-Applicant Full Name

First NameMiddle NameLast Name
What is your filing status?

SingleHead of HouseholdMarried Filing JointlyMarried Filing SeparateQualifying Survivor
Are there any child dependents to claim? Enter Full Name, Date of Birth, & Relationship to you (if none, enter N/A)*
Did you claim the same dependent(s) last year?

YesNo
If any dependents are not taxpayers’ children, are the dependents parents aware taxpayer is claiming them?

YesNoN/A (parent not involved)
Brief Description of Your Tax Situation*
List of Income Sources (e.g., employment, self-employment, investments, rental income)*
List of Deductions and Credits You Expect to Claim
Upload Federal Tax Documents (e.g., W-2, 1099 forms)*

Cancelof
Upload State Tax Documents (if applicable)

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Upload Supporting Documents (e.g., Driver License/ID, receipts, mortgage interest statements)

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Type your name as your Signature

First NameLast Name
Should be Empty: