TAX CLIENT FORM 2026

Filing Status:

Taxpayer Name

First NameLast NameSuffix

Occupation

Social Security Number

Date of Birth

MonthDayYear

Do you have an IRS IP PIN (Identity Protection PIN)? If yes, enter 6 digit pin.

An IP PIN is a 6-digit number issued by the IRS to help prevent identity theft. If you’ve ever been a victim of tax fraud or requested extra protection from the IRS, you may have one. If the IRS has issued you an IP PIN, your tax return cannot be filed without it. Returns submitted without a valid IP PIN will be rejected by the IRS.

Phone Number

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

Email

example@example.com

Spouse Information

First NameLast NameSuffix

Social Security Number

Date of Birth

MDYEAR

Occupation

Email

example@example.com

Address

NO P O BOX/ PHYSICAL ADDRESS ONLY

Street Address Line 2

CityState / Province

Postal / Zip Code

HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.

Dependent 1

First NameLast NameSuffix

Social Security Number

Date of Birth

MonthDayYear

Relationship

Dependent 2

First NameLast NameSuffix

Social Security Number

Date of Birth

MonthDayYear

Relationship

Dependent 3

First NameLast NameSuffix

Date of Birth

MonthDayYear

Social Security Number

Relationship

IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

If claiming son/daughter, where is the other parent of the dependent/dependents? Is the other parent providing any financial support?

If claiming niece, nephew, aunt, or uncle, how are you related to the dependent? Where are the parents to the dependent/dependents?

If claiming brother or sister, how are you related to the dependent? Why are the parents not claiming the dependent/dependents?

Did you pay someone to watch your child/children?

Did you collect social security or retirement income?

Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?

If yes, did you receive a 1095-A Form from the marketplace?

Were you ever disallowed the E.I.T.C prior to this year?

Did you make college tuition payments and received a 1098-T Form last year?

Do you have any other income other than your W-2(s)?

Do you owe any delinquent:

DID YOU FILE 2024 TAXES

DID YOU SUCCESSFULLY RECEIVE YOUR TAX REFUND LAST YEAR? IF NOT, PLEASE EXPLAIN.

How would you like to receive your refund?

File Upload

UPLOAD VALID PICTURE IDENTIFICATION

File Upload

UPLOAD TAX PAYER SOCIAL SECURITY CARD

File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD

File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD

File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD

File Upload

UPLOAD W2 FORM

File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS

File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS

Bank Information

Rows	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

Date

MDYear

Signature

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Alpha & Omega Financial to prepare my taxes based on the information I provided. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, I must pay the tax preparation fee upfront. If for any reason I owe an entity and they take the entire refund, I am STILL responsible to pay the tax preparation fee for services rendered. If for any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $300 is required! Alpha & Omega Financial is not responsible if you provide false information or do not provide all of my 2025 income documents. Please view your tax return, which is emailed to you.(it is sent AFTER submission). Any copy after the first copy is a fee of $40.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! By signing this form you give Alpha & Omega Financial permission to transmit your 2025 tax return. Please utilize www.irs.gov for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. We are a virtual tax preparation company and offer immediate assistance as needed, For direct assistance please email us at: Alphaomegafinancialsolutions@Gmail.com or contact the IRS for all updates at 800-829-1040. IF YOU AGREE TO ALL STATED ABOVE, SIGN BELOW.

PRINT NAME

Email

example@example.com

Phone Number

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