2026 Tax Season Form

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Choose your Tax Professionals
Joylisa Brown
Dana Barrett
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Are you a NEW or EXISTING Client?* This field is required.
New
Existing
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Do you need help with
Credit Repair
Becoming a Homeowner
Tax Planning
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Name* This field is required.
First Name
Last Name
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Date of Birth
Date
Month
Day
Year
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Occupation
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Email* This field is required.
example@example.com
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Number* This field is required.
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Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Taxpayer Photo Identification* This field is required.
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Max. file size: 10.6MB
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Taxpayer Social Security Card* This field is required.
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Max. file size: 10.6MB
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Were you issued an Identity Protection PIN (IP PIN) by the IRS?* This field is required.
Yes
No
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Enter Your IP PIN here (Your tax return will reject if you don't provide this number)!* This field is required.
19
Do you have a copy of your prior year tax return?* This field is required.
Yes
No
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Upload a Copy of your 2025 Tax Return * This field is required.
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Max. file size: 10.6MB
This is for new clients only! Existing clients, we already have a copy on file for you!
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Were any credits disallowed or reduced in a previous tax year?* This field is required.
Please Select
Please Select
YES
NO
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Can you be claimed as a dependent on someone else's tax return?* This field is required.
Yes
No
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Marital Status at the end of 2025* This field is required.
Single
Married
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(Head of Household Filers) Did you pay for over half the costs of keeping up your home during 2025?
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Max. file size: 10.6MB
Please upload the proof and include all pages of the document that you're providing (must be for the current tax year)! Upkeep expenses include rent receipts or lease agreement, utility bills, grocery receipts, mortgage interest statement, property tax bills, upkeep and repair bills, or other household bills. If you received any public assistance program (ex: Snap, Section 8, Calworks) to pay for part of the cost of keeping up your home, you cannot count their portion, as money that you paid. However, you must include them in the total cost of keeping up your home to figure if you paid over half the cost.PLEASE NOTE, YOUR FILING STATUS IS DETERMINED BY THE INFORMATION SUBMITTED ON THIS FORM! IF YOU CAN'T PROVIDE ONE OF THESE REQUESTED DOCUMENTS, YOU CAN'T CLAIM THIS FILING STATUS PER IRS REGULATIONS! YOUR FILING STATUS WOULD BE CONSIDERED "SINGLE".
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Will you be filing a tax return with your Spouse?* This field is required.
Yes
No
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Spouse Name* This field is required.
First Name
Last Name
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Spouse Date of Birth* This field is required.
Date
Month
Day
Year
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Spouse Social Security #* This field is required.
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Spouse Photo Identification* This field is required.
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Max. file size: 10.6MB
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Spouse Phone Number* This field is required.
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Spouse E-mail* This field is required.
Please enter a valid phone number.
32
Spouse Occupation
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Was your Spouse issued an Identity Protection PIN (IP PIN) by the IRS?* This field is required.
Yes
No
34
Enter Spouses IP PIN here (Your tax return will reject if you don't provide this number)!* This field is required.
35
Did you or your spouse purchase health insurance through marketplace (Obama Care)? If yes, upload form 1095-A.* This field is required.
Please Select
Please Select
YES
NO
36
If you are claiming a dependent on your tax return and in order for 7eighteen Consultants to meet certain requirements set forth by the IRS, you are required to accurately and thoroughly answer all questions listed below. Your tax preparer will review each question that pertains to your situation during the preparation of your tax return.
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Do you have any dependents you will claim on your tax return?* This field is required.
Yes
No
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How many dependents will you claim on your 2025 tax return?* This field is required.
1 Dependent
2 Dependents
3 Dependents
4 Dependents
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Did you pay any childcare or caregiver expenses for any of your dependents? (This only qualifies for children that are under age 13 when the care was provided, or a dependent that was physically or mentally incapable of self-care and lived with you more than half the year.)* This field is required.
Yes
No
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Upload childcare/caregiver expense receipt(s), invoices, or letters* This field is required.
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Select files to upload
Max. file size: 10.6MB
Documentation must include the provider's full name or name of the facility, address, phone number, social security number, ITIN, or EIN, and the amounts paid to the provider.
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Dependent (1) Name as it appears on social security * This field is required.
First Name
Last Name
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Dependent (1) Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent (1) social security number* This field is required.
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Dependent (1) social security card* This field is required.
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Select files to upload
Max. file size: 10.6MB
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Dependent (1) Birth Certificate* This field is required.
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Select files to upload
Max. file size: 10.6MB
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Is Dependent (1) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Yes
No
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Relationship* This field is required.
Please Select
Please Select
Son
Daughter
Niece
Nephew
Sister
Brother
Parent
Grandparent
Grandchild
Foster Child (placed by agency)
Aunt
Uncle
Stepchild
Stepbrother
Stepsister
Half brother
Half sister
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Is Dependent (1) your biological child?* This field is required.
Yes
No
49
Claiming a dependent who is not your biological child:
If this dependent is not your biological child, please briefly explain your relationship to the dependent, the circumstances on why the parents of the child are not claiming them and where they are, how long the dependent has been in your care, and explain if you have guardianship or custody paperwork for the child, or are listed as a guardian on any school/medical/daycare records.Please note: if requested by the IRS, you will need to provide documentation that shows evidence of the relationship between you and each of your dependents listed above (birth certificates, marriage certificates, court documents, letters from authorized placement agencies, etc).
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Was Dependent (1) claimed on your prior tax return?* This field is required.
Yes
No
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Did the dependent live in your home for more than 6 months in the past year?* This field is required.
Please Select
Please Select
YES
NO
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If no, which months did they live with you? Also explain why and who the dependents did with the other party for the missing months.
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How many months did Dependent (1) live in your household?* This field is required.
Please Select
Please Select
12
11
10
9
8
7
6
5
4
3
2
1
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Can anyone else claim dependent (1) on their 2024 tax return?* This field is required.
Yes
No
55
If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?* This field is required.
Yes
No
56
Do you have joint custody of your child?* This field is required.
Please Select
Please Select
Yes
No
57
Do you have a signed Form 8332?* This field is required.
Please Select
Please Select
Yes
No
Form 8332 should be used by non-custodial parents who have been granted the right to claim a child as a dependent by a divorce or separation agreement or by a court order. It is important to note that the custodial parent must sign Form 8332 in order for the non-custodial parent to claim the child as a dependent.
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Dependent (1) Proof that dependent resided w/ taxpayer during the tax year* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
Cancelof
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Dependent (2) Name as it appears on social security * This field is required.
First Name
Last Name
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Dependent (2) Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent (2) social security card* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Dependent (2) Birth Certificate * This field is required.
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Select files to upload
Max. file size: 10.6MB
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Dependent (2) social security number* This field is required.
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Is Dependent (2) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Yes
No
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Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Please Select
Please Select
Son
Daughter
Niece
Nephew
Sister
Brother
Parent
Grandparent
Grandchild
Foster Child (placed by agency)
Aunt
Uncle
Stepchild
Stepbrother
Stepsister
Half brother
Half sister
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Is Dependent (2) your biological child?* This field is required.
Yes
No
67
Was Dependent (2) claimed on your prior tax return?* This field is required.
Yes
No
68
Did the dependent live in your home for more than 6 months in the past year?* This field is required.
Please Select
Please Select
YES
NO
69
If no, which months did they live with you? Also explain why and who the dependents did with the other party for the missing months.
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How many months did Dependent (2) live in your household?* This field is required.
Please Select
Please Select
12
11
10
9
8
7
6
5
4
3
2
1
71
Claiming a dependent who is not your biological child:
If this dependent is not your biological child, please briefly explain your relationship to the dependent, the circumstances on why the parents of the child are not claiming them and where they are, how long the dependent has been in your care, and explain if you have guardianship or custody paperwork for the child, or are listed as a guardian on any school/medical/daycare records.Please note: if requested by the IRS, you will need to provide documentation that shows evidence of the relationship between you and each of your dependents listed above (birth certificates, marriage certificates, court documents, letters from authorized placement agencies, etc).
72
Can anyone else claim dependent (2) on their 2024 tax return?* This field is required.
Yes
No
73
If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?* This field is required.
Yes
No
74
Do you have joint custody of your child?* This field is required.
Please Select
Please Select
Yes
No
75
Do you have a signed Form 8332?* This field is required.
Please Select
Please Select
Yes
No
Form 8332 should be used by non-custodial parents who have been granted the right to claim a child as a dependent by a divorce or separation agreement or by a court order. It is important to note that the custodial parent must sign Form 8332 in order for the non-custodial parent to claim the child as a dependent.
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Dependent (2) Proof that dependent resided w/ taxpayer during the tax year* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
Cancelof
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Dependent (3) Name as it appears on social security * This field is required.
First Name
Last Name
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Dependent (3) Date of Birth* This field is required.
Date
Month
Day
Year
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Dependent (3) social security card* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Dependent (3) Birth Certificate * This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Dependent (3) social security number* This field is required.
82
Is Dependent (3) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Yes
No
83
Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Please Select
Please Select
Son
Daughter
Niece
Nephew
Sister
Brother
Parent
Grandparent
Grandchild
Foster Child (placed by agency)
Aunt
Uncle
Stepchild
Stepbrother
Stepsister
Half brother
Half sister
84
Is Dependent (3) your biological child?* This field is required.
Yes
No
85
Claiming a dependent who is not your biological child:
If this dependent is not your biological child, please briefly explain your relationship to the dependent, the circumstances on why the parents of the child are not claiming them and where they are, how long the dependent has been in your care, and explain if you have guardianship or custody paperwork for the child, or are listed as a guardian on any school/medical/daycare records.Please note: if requested by the IRS, you will need to provide documentation that shows evidence of the relationship between you and each of your dependents listed above (birth certificates, marriage certificates, court documents, letters from authorized placement agencies, etc).
86
Can anyone else claim dependent (3) on their 2024 tax return?* This field is required.
Yes
No
87
If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?* This field is required.
Yes
No
88
Do you have joint custody of your child?* This field is required.
Please Select
Please Select
Yes
No
89
Do you have a signed Form 8332?* This field is required.
Please Select
Please Select
Yes
No
Form 8332 should be used by non-custodial parents who have been granted the right to claim a child as a dependent by a divorce or separation agreement or by a court order. It is important to note that the custodial parent must sign Form 8332 in order for the non-custodial parent to claim the child as a dependent.
90
Dependent (3) Proof that dependent resided w/ taxpayer during the tax year* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
Cancelof
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Dependent (4) Name as it appears on social security * This field is required.
First Name
Last Name
92
Dependent (4) Date of Birth* This field is required.
Date
Month
Day
Year
93
Dependent (4) social security card* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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94
Dependent (4) Birth Certificate * This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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Dependent (4) social security number* This field is required.
96
Is Dependent (4) disabled? Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Yes
No
97
Please note: if requested by the IRS, you will need to provide documentation that verifies the child is permanently and totally disabled, such as a note from a doctor or social service program.* This field is required.
Please Select
Please Select
Son
Daughter
Niece
Nephew
Sister
Brother
Parent
Grandparent
Grandchild
Foster Child (placed by agency)
Aunt
Uncle
Stepchild
Stepbrother
Stepsister
Half brother
Half sister
98
Is Dependent (4) your biological child?* This field is required.
Yes
No
99
Claiming a dependent who is not your biological child:
If this dependent is not your biological child, please briefly explain your relationship to the dependent, the circumstances on why the parents of the child are not claiming them and where they are, how long the dependent has been in your care, and explain if you have guardianship or custody paperwork for the child, or are listed as a guardian on any school/medical/daycare records.Please note: if requested by the IRS, you will need to provide documentation that shows evidence of the relationship between you and each of your dependents listed above (birth certificates, marriage certificates, court documents, letters from authorized placement agencies, etc).
100
Can anyone else claim dependent (4) on their 2024 tax return?* This field is required.
Yes
No
101
If you are a single parent, where’s the other parent of your child and do you alternate filing your dependent with the other parent?* This field is required.
Yes
No
102
Do you have joint custody of your child?* This field is required.
Please Select
Please Select
Yes
No
103
Do you have a signed Form 8332?* This field is required.
Please Select
Please Select
Yes
No
Form 8332 should be used by non-custodial parents who have been granted the right to claim a child as a dependent by a divorce or separation agreement or by a court order. It is important to note that the custodial parent must sign Form 8332 in order for the non-custodial parent to claim the child as a dependent.
104
Dependent (4) Proof that dependent resided w/ taxpayer during the tax year* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Ex: medical record, school record, daycare record, report card, lease agreement, social services record such as (Cal-Fresh, Cash-Aid, or Medicaid notice), Health Insurance paperwork, court order, etc. Document MUST show the child's name and address and be for the current tax year!!!
Cancelof
105
Have you ever been disallowed from claiming the following credits: EITC, CTC, ACTC, or AOTC?
Please Select
Please Select
Yes
No
EITC = Earned Income Tax Credit CTC = Child Tax Credit ACTC = Additional Child Tax Credit AOTC = American Opportunity Tax Credit
106
By signing below, the taxpayer is agreeing that all answers to the above questions are true and correct, to the best of their knowledge. Taxpayers have been informed that claiming a dependent for the following: EITC/CTC/AOTC/HOH or other credits, can result in an audit, fines and penalties if information provided to the tax professional is incorrect. The taxpayer is also aware that they are to provide sufficient documents pertaining to each credit, to the IRS, if requested or in case on audit pertaining to these claimed credits!
107
Signature* This field is required.
108
Please check all that apply to you and/or your Spouse.* This field is required.
Wages or Salary (W-2 income)
Self-Employed / Small Business
Unemployment Income (1099-G)
Disability Income (1099-
Social Security Income (SSA-1099)
Lottery/Gambling Winnings (W-2 G)
Pension / Retirement Income (1099-R)
Interest Income (1099-INT)
Dividend / Sale of Stocks (1099-DIV)
Rental Income
Farm Income
Scholarships
Alimony Received
Jury Duty
Tips
Other
109
Taxpayer Income Documents:* This field is required.
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Max. file size: 10.6MB
Please attach any relevant documents for yourself and/or Spouse for tax year 2023! You can upload as many documents as you need.
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110
Are you self-employed or run a small business?
Yes
No
111
Business Name * This field is required.
Leave Blank if you don't have a business name
112
Business Website/Instagram/Facebook Link* This field is required.
113
Is your business legally structured (LLC) or registered with the Secretary of State?* This field is required.
Yes
No
114
Do you have an (EIN) for your business?* This field is required.
Yes
No
115
Enter your EIN number here:
116
Do you have a Business License?* This field is required.
Yes
No
117
Upload Your Business License
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Max. file size: 10.6MB
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118
If you do not have an EIN & Business License for your business, would you like us to assist you with applying for both?
Yes
No
119
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
120
Type of Business or Purpose of Business:* This field is required.
Explain what type of business or side hussle that you have
121
What entity was your business formed?
Single Member LLC
S-Corp
C-Corp
Partnership
Sole Proprietor
I am unsure
122
Business formation date
Date
Month
Day
Year
123
Did you materially participate in this business in 2025?
Yes
No
124
Did you pay Estimated Taxes related to this business?
Yes
No
125
Do you have (W-2) Employees?
Yes
No
126
Do you have (1099-NEC) Independent Contractors?
Yes
No
127
Which accounting method do you use?
Cash
Accrual
I am unsure
128
Is this the first time you will file taxes for this business?
Yes
No
129
Do you use a portion of your home for business?
Yes
No
130
Will you depreciate any business assets?
Yes
No
131
Total Gross Receipts* This field is required.
This is the total of all monies received (sales) from your business activities. This does not include any money received from business loans, investors (including you, the owner), or the sale of fixed assets (like old equipment). It does include 1099-MISC income. NOTE: Do not count sales tax you collected and paid to the state as income or expense.
132
Please select which forms and/or documents you can provide to show proof of business income earned during the tax* This field is required.
1099-NEC, 1099-MISC, 1099-K
Profit & Loss Statement
Bank Statements
Third Party Payment Processor Statements (Cash App, PayPal, Stripe, etc)
Receipt Book(s)
Invoices
Self-prepared statement of income received
Paid in cash
Client Appointment Book
Calendar
133
Advertising
134
Contract Labor
135
Commission and fees
136
Depletion
137
Employee benefit programs
138
Health Insurance
139
Insurance (other than health)
140
Mortgage interest
141
Other interest
142
Legal and professional services
143
Office expenses
144
Pension and profit sharing
145
Rent or lease of equipment
146
Rent or lease of property
147
Repairs and maintenance
148
Supplies
149
Type a question
150
Taxes and licenses
151
Travel
152
Taxes and licenses
153
Meals
154
Utilities
155
Wages
156
Type a question
157
If you have other business expenses that do not appear to fit in any of the expense categories listed above, please list them below individually.
158
Upload Proof of Business Income* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Receipts, Bank Statements, Spreadsheet(s), Invoices, Log Book, Calendar, Self-Prepared Statement, Third-Party Network Processor (Cashapp, Venmo, Paypal, Zelle, etc) *** if paid in cash, please upload a sworn statement on how you calculated/determined the amount of your business income received for the year) ***
Cancelof
159
Date you placed your vehicle in service for business purposes.
Date
Month
Day
Year
160
Do you or your spouse have another vehicle available for personal use?
Yes
No
161
Was your vehicle available for personal use during off-duty hours?
Yes
No
162
Total Commuting miles
163
Total Business miles
164
Do you have prior year depreciation and new assets to depreciate for the 2023 tax year?
Please Select
Please Select
Prior Year
New
Both
165
New Asset Description
166
Date Placed in Service
167
Was your home used as a Day Care Facility?
Yes
No
168
Hours used for day care per day
169
Days used for day care per year
170
Area used for business or storage of inventory (Square Feet)
171
Total area of home (SQUARE FEET)
172
For each expense, fill in the cost and indicate whether the expense is direct or indirect. Be sure that you do not enter any expenses you might already have listed on other parts of the worksheet.
173
Rent
174
Mortgage interest
175
Real Estate Taxes
176
Homeowner's /Renter's Insurance
177
Repairs, Maintenance & Improvements
178
Utilities
179
Other Expenses
180
Is there anything else you would like to share with us about your business?
181
Taxpayer Signature
182
Did you or your Spouse receive any Government Assistance in 2024?* This field is required.
Yes
No
183
If yes, please list the type of assistance that you received, along with the amount(s), and frequency below.
184
Did you, your spouse, and/or dependents have minimum essential healthcare coverage for the entire year in 2024?This could be through your employer, Medicaid, Medicare, etc.
Yes
No
185
Upload Form 1095-B or 1095-C* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
186
Did you, your spouse, or dependents receive health insurance through the Marketplace in 2025 and receive Form 1095-A?* This field is required.
Yes
No
187
Upload Form 1095-A Health Insurance Marketplace Statement
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
188
Did you or your spouse pay any medical or dental expenses in 2025?
Yes
No
189
Upload your medical/dental receipts
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
190
Did you, your spouse, or any dependents, attend college in
Yes
No
191
Name of person that attended college in 2025?
First Name
Last Name
192
Did the student attend college at least half of an academic period that began in 2025?
Yes
No
193
Did the student complete the first four years of higher education before 2025?
Yes
No
194
Did the student have a felony drug conviction before the end of 2025?
Yes
No
195
Has the American Opportunity Tax Credit or the former HOPE credit already been claimed on four prior tax returns?
Yes
No
196
Upload Form 1098-T from college.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
This form is required in order to claim any education credits. You can also obtain this form through your student portal through your school.
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197
Did you or your spouse make payments on your student loans in 2025?
Yes
No
198
Upload Form 1098-E Student Loan Interest Statement(s)
Yes
No
199
Do you rent or own your current residence?
Please Select
Please Select
Own
Rent
200
Did you make any home improvements in 2025?
Yes
No
201
If you own your home, have you received form 1098 from your mortgage lender?
Yes
No
202
Upload Form 1098 from mortgage
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
203
Was the taxpayer affected by a natural disaster in 2025?* This field is required.
Yes
No
204
Please indicate disaster designation* This field is required.
205
Was your main home located in the federally declared disaster area and were you or your spouse displaced from your main home due to the disaster during its incident period?* This field is required.
Yes
No
206
Upload any documents regarding the disaster/loss of your home
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
207
Did you or your spouse withdraw money from their 401k in 2025?* This field is required.
Yes
No
208
Upload Form 1099-R for money withdrawn from 401k
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
209
Did you or your spouse sell, acquire, send, receive or exchange any virtual currency?
Yes
No
210
Upload your virtual currency documents
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
211
Did you or your spouse make any charitable contributions in 2025? (Goodwill, Salvation Army, Church etc.)?
Yes
No
212
Upload your charitable contribution receipt(s)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
213
Did you or your spouse make any charitable cash contributions of $300 or more in 2025?
Yes
No
214
Upload your charitable cash contribution receipt(s)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
215
Did you or your spouse purchase an electric vehicle in 2025? If Yes, Please locate your Bill of Sale before your consultation with your tax professional.
Yes
No
216
Upload your Bill of Sale for electric vehicle
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
217
Do you or your spouse owe debt to any Government Agency; such as the IRS, Student Loans, Child Support, etc?
Yes
No
218
If yes, which goverment agency do you owe?
You can contact the Debt Offset Hotline at 1-800-304-3107 to confirm your government debt agency and amount.
219
Would you like to see if you PRE-QUALIFY for a SAME-DAY ADVANCE UP TO $7,000?Please note, additonal fees apply when selecting to have an advance issued. This is an advance on your tax refund, this is NOT a loan! Advance approval and amounts are solely up to the banks discretion and underwriting process.* This field is required.
Yes
No
220
How would you like your ADVANCE disbursed? * This field is required.
Please Select
Please Select
Direct Deposit into your bank account
Pre-Paid Debit Card (issued by our office)
Paper Check (printed by our office)
221
Would you like your tax refund direct deposited into your bank account? If yes, please complete the bank information below:* This field is required.
Yes
No
222
Bank Name
223
Routing Number
224
Account Number
225
Type Of Account
Please Select
Please Select
Checking
Savings
226
Please re-enter bank information for confirmation.
227
Upload a screen shot of your bank account and routing number (this is to avoid copying your information incorrectly)* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
228
Would you like to receive a text message when your refund is funded?* This field is required.
Yes
No
229
Phone Number for text message:* This field is required.
Please enter a valid phone number.
230
I acknowledge that all information provided to 7eighteen Consultants is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive 7eighteen Consultants and the preparer of any error due to incorrect information provided by me. By signing below, I authorize 7eighteen Consultants to file my tax return.

I acknowlege by signing this form if I and/or my spouse owes a federal/governement debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to 7eighteen Consultants at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand 7eighteen Consultants will take legal action to collect the unpaid tax preparation fees.
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Taxpayer Signature* This field is required.
232
Spouse Signature* This field is required.
233
Date* This field is required.
Date
Month
Day
Year
234
Dear Taxpayer,

Thank you for the opportunity to work with you in preparing your income tax returns. To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax returns based solely on the information you furnish to us. Upon completion of your tax returns we will return any original tax documents to you. From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures. Such documents include but are not limited to, proper records to support deductions claimed for meals, entertainment, travel, business gifts, charitable contributions, and vehicle use (if applicable), as well as bank and credit card statements. These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax returns cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide. We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions. Unless instructed by you, we will take a tax position in your favor whenever reasonable. We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge. Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services. Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal or real property tax. Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.
235
Taxpayer Signature * This field is required.
236
Spouse Signature* This field is required.
237
Today's Date* This field is required.
Date
Month
Day
Year
238
If a dispute arises out of or relates to this contract or engagement letter, or the obligations of the parties therein, and if the dispute cannot be settled through negotiation, the parties agree first to try in good faith to settle the dispute by mediation administered by the American Arbitration Association under it's commercial Mediation Rules before resorting to arbitration, litigation, or some other dispute resolution procedure.
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Signature* This field is required.
240
Spouse Signature* This field is required.
241
Date* This field is required.
Date
Month
Day
Year
242
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. However, federal law also prohibits us from revealing any personal or financial information to any third party. Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this. For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc.

You are not required to complete this form. If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by 7eighteen Consultants, its owner, employees, and staff; of any and all tax return information pertaining to:

Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
Requests you make for copies of your documents, figures, numbers, or information.
Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
Notification of important tax law changes.
Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.
The tax information may not be disclosed or used by 7eighteen Consultants, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.
243
Taxpayer Signature* This field is required.
244
Spouse Signature* This field is required.
245
Today's Date* This field is required.
Date
Month
Day
Year
246
You understand that by submitting this client intake sheet you are consenting ty 7eighteen Consultants transmitting your tax return. By signing this form you agree that the bank account on file will be drafted a processing fee of $200
(1) in the event your return is rejected due to you already filing
or applying for a loan with another tax firm
(2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature.
We will consider your return filing abandoned and that you
have filed elsewhere, and deactivate your return in our system.

***Please note that by signing this form you are affirming that you have read and understood the above-mentioned details.
You attest that you understand that this information is being provided to the IRS and state tax authorities. You attest that
you understand that this information is being provided to the IRS and state tax authorities. You attest that your tax preparer advised that any false and misleading information that you provide for incame tax filing purposes is against the law and is subject to penalties. You understand that 7eighteen Consultants is only liable for any errors and omissions on their part and responsible for any interest and penalties and not tax due
If you are in agreement with the conditions set forth above, please sign this letter in the space indicated. This letter will apply for all tax returns prepared for you by our tax preparers.
We want to express our appreciation for this opportunity to work with you.

Sincerely,

7eighteen Consultants
247
Signature* This field is required.
248
Spouse Signature* This field is required.
249
Date* This field is required.
Date
Month
Day
Year
250
I, the undersigned, hereby provide my preparer or an authorized representative of 7eighteen Consultants with express written permission to contact the IRS Offset Line on my behalf regarding any potential tax refund offsets rēlated to my return for the year listed above.
I understand that by signing this consent form, I am authorizing my tax preparer to inquire about the status of my refund and to receive any necessary information pertaining to refund offsets that may apply to my account. This authorization will allow the preparer to act as my representative for the purpose of obtaining information from the IRS regarding offsets.
I understand that the preparer will only use this information to ensure that my tax return is properly processed and to assist with any issuesto my return for the year listed above.

l understand that by signing this consent form, l am authorizing my tax preparer to inquire about the status of my refund and to receive any necessary information pertaining to refund offsets that may apply to my account. This authorization will allow the preparer to act as my representative for the purpose of obtaining information from the IRS regarding offsets.
I understand that the preparer will only use this information to ensure that my tax return is properly processed and to assist in addressing any potential issues related to offsets.
This authorization is valid for the fluration of the tax preparation process.

This allows us to securely access your IRS tax records so we can verify information and catch issues early.
251
Signature* This field is required.
252
Spouse Signature* This field is required.
253
Date* This field is required.
Date
Month
Day
Year
254
7eighteen Consultants tries its best to ensure that all client information is entered correctly. In the event a clerical error is discovered that causes an incorrect deposit into your account, you give 7eighteen Consultants permission to debit your account for the amount of the deposit to reverse this error.
255
Signature* This field is required.
256
Spouse Signature* This field is required.
257
Date* This field is required.
Date
Month
Day
Year
258
We here at 7eighteen Consultants value the relationship we have with all of our clients. We are in the business to provide you with the absolute best service you can have! With that being said, we would like to remind you that we are providing you a service, not a refund! You as a taxpayer have the choice to pay your tax preparation fees by one of the following: cash, check, money order, credit card, or directly from your tax refund. If you choose to have the tax preparation fees taken from your refund, there are additional banking fees aside from your original tax preparation fee, in the amount of $204.00. If you opt in to have a cash advance, there are also additional fees in addition from your original tax preparation fee, plus the $204.00 banking fees, depending on the amount of the cash advance (which is up to $7,000). A copy of the fee disclosures will be given to you prior to opting in for anything.

7eighteen Consultants is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.). These errors may delay your refund. 7eighteen Consultants does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf. All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return. 7eighteen Consultants is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to submit an amendment. 7eighteen Consultants offers amendment preparation for an
additional fee.

Please also note, that if you choose to have the tax preparation fees taken from your refund and for whatever reason If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc....) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront. You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets.
If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office.

7eighteen Consultants is not responsible for any changes the IRS or receiving bank may make on disbursement dates. 7eighteen Consultants is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence. your taxes are intercepted, YOU ARE STILL RESPONSIBLE FOR THE TAX PREPARATION FEES!
259
Taxpayer Signature* This field is required.
260
Spouse Signature* This field is required.
261
Today's Date* This field is required.
Date
Month
Day
Year
262
7eighteen Consultants agrees to refrain from any disparagement, defamation, libel, or slander of any of the releasees, and agrees to refrain from any tortious interference with the contracts apd relationships of any of the Releasees. Client agrees to refrain from any disparaging statements about 7eighteen Consultants. Any instances of this found by 7eighteen Consultants will result in a $2500 penalty per occurrence payable by the client to 7eighteen Consultants.
263
Signature* This field is required.
264
Spouse Signature* This field is required.
265
Date* This field is required.
Date
Month
Day
Year
Should be Empty: