TAX CLIENT FORM 2026

Filing Status:*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow
Taxpayer Name*

First NameLast NameSuffix
Social Security Number*
Date of Birth*

MonthDayYear
Occupation*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Spouse Information

First NameLast NameSuffix
Social Security Number
Date of Birth

MDYEAR
Occupation
Email
example@example.com
Phone Number
Please enter a valid phone number.
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.

LeaseUtility BillMortgage Statement
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.
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?

YESNO
Did you collect social security or retirement income?

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

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

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

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

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

YESNO
Do you owe any delinquent:*

Child SupportAlimonyStudent LoansBack TaxesState TaxesNone of the above
DID YOU FILE 2024 TAXES*

YesNo
DID YOU SUCCESSFULLY RECEIVE YOUR TAX REFUND LAST YEAR? IF NOT, PLEASE EXPLAIN.
How would you like to receive your refund?*

Refund Transfer Direct DepositRefund Transfer Debit CardRefund Transfer Paper Check
WOULD YOU LIKE TO APPLY FOR A REFUND ADVANCE LOAN UP TO $7500*

YESNO
File Upload*

UPLOAD VALID PICTURE IDENTIFICATION
Cancelof
File Upload*

UPLOAD TAX PAYER SOCIAL SECURITY CARD
Cancelof
File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
Cancelof
File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
Cancelof
File Upload

UPLOAD DEPENDENT SOCIAL SECURITY CARD
Cancelof
File Upload

UPLOAD 2022 W2 FORM
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS
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File Upload

UPLOAD ADDITIONAL TAX DOCUMENTS
Cancelof

Bank Information

	Name of Bank	Routing Number	Account Number
ENTER BANK DATA

Date

MDYear
Signature*

Powered by Jotform SignClear
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.
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