Client 2026 Tax Form

2026 Client Tax Form:
Taxpayer Social Security Number (add the dashes)
Full Name (As it appears on your Social Security Card)

First NameMiddle NameLast Name
Mother's Maiden Name
Taxpayer Date of Birth
Taxpayer E-mail
example@example.com
Taxpayer Phone Number
Format: (000) 000-0000.
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Contact Method
Filing Status
Filing Year

Other
Did you receive a Refund last year?
Have you ever been audited?
If you have been audited before, which year?
Do you have a IP PIN? If so, please type below.
Last Year Tax Return or Transcript

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DO YOU OWE ANY TAX DEBTS?

Other
Taxpayer Social Security Card, Driver License, Proof of Address

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Do you file with an IP PIN? (If Yes, please provide. If No, put "0" zero)
Taxpayer Occupation (If only received Gov't assistance, please input "Gov't Assistance")
Spouse Name (As it appears on the Social Security Card)

First NameMiddle NameLast Name
Spouse Social Security Card, Driver License, and Proof of Address

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Spouse Date of Birth
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Spouse Email
example@example.com
Spouse Occupation

Dependent Information (NOT SPOUSE):

Rows	Dependent Full Name	Social Security Number	Date of Birth	Relationship	Lived with you all year? Yes (Y) or No (N)	Disabled?Yes (Y) or No (N)	Full - time Student? Yes (Y) or No (N)	IP PIN number (if applicable)
Dependent 1
Dependent 2
Dependent 3
Dependent 4
Dependent 5

Dependent Social Security card/s and Birth Certificate/s

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Child/Dependent Care Company
Child Care/Dependent Care Company EIN/TIN number
Child Care/Dependent Care Company Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Child Care/Dependent Care Forms

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INCOME INFORMATION
How many W-2 Forms do you have?
Check all that apply and upload proof:
Income Documents (W-2, 1099, etc.)

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Check all that apply and upload proof
Additional Forms and Statements

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Do you have Government (Marketplace) Insurance?
Upload your 1099-A statement for the Government (Marketplace) Insurance

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Are you Self Employed? If yes, what is the Name of your business?
Business Type
What type of business do you have?
Barber, Nail Tech, Homecare Owner, Landscaping, etc.
What is your Business EIN?
(This is not your social security number)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Gross Income for 2025
Estimated Expenses
Start Date

MonthDayYear
Date
Business Receipts/ Bank Statements/Invoices

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TAX REFUND DEPOSIT
We only offer direct deposit to a reputable bank. NO CHIME, CASHAPP, OR ANY OTHER 3RD PARTY BANK.
Payment Option
Bank Name
ABA/Account Number

ABA/Routing NumberAccount Number
Account Type
Upload A Voided Check or screenshot (if preferred)

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Referral Information
How did you hear about us?

Other
If referred, who referred you? If no referral, please put N/A in the first and last name slots.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
E-FILE AUTHORIZATION I authorize Sharonica Adams, to prepare and electronically file my tax return(s) for the year indicated. I understand that I am responsible for reviewing all information provided for accuracy and completeness.
Final Review
Type Your Full Legal Name

First NameMiddle NameLast Name
Signature
Should be Empty:

2026 Client Tax Form:

TAX REFUND DEPOSIT

Referral Information