Tax Preparation Registration Form

Full Name

First NameMiddle NameLast Name

Email Address

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Residential Address

Street Address

Street Address Line 2

CityState / ProvincePostal / Zip CodeCountry

Spouse or Co-Applicant Full Name

First NameMiddle NameLast Name

What is your filing status?

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?

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

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)

Upload State Tax Documents (if applicable)

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

Type your name as your Signature

First NameLast Name