• PERSONAL INFORMATION

  • Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • FILING STATUS AND HOUSEHOLD

  • Anticipated filing status*
  • Who paid the household expenses?*
  • Did anyone else live in the home?*
  • Are you a US citizen?
  • Marital status as of December 31, 2026
  • SPOUSE INFORMATION

  • Spouse's Date of Birth
     - -
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • DEPENDENTS INFORMATION

  • Dependents
  • Do you have outstanding student loans?
  • Do you have any outstanding tax obligations?
  • Do you have access to your online ID.me account?
  • Did you have health insurance for calendar year 2025?
  • Income (Check all that apply)
  • TAX CREDITS AND IRS DUE DIILGENCE

  • Did you claim or plan to claim the Earned Income Tax Credit (EITC)?
  • Did you claim or plan to claim the Child Tax Credit (CTC)?
  • Did any dependent live with you for more than half of the year?
  • Have you ever been denied an IRS credit or refund due to a due diligence review?
  • Are you claiming education credits this year?
  • Did you pay childcare expenses during the year?
  • Did you receive Form 1095-A for Marketplace health coverage?
  • SCHEDULE C- SELF EMPLOYMENT

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Who is your preparer?
  •  By signing below, I acknowledge and agree to the following:

    Accuracy of Information
    I confirm that all information I have provided to BSB Tax Preparation is true, complete, and accurate to the best of my knowledge. I understand that the accuracy of my tax return depends on the information I provide.


    Required Documentation
    I agree to provide all necessary tax documents (W-2s, 1099s, ID, Social Security cards, income/expense records, etc.). I understand that my tax preparer cannot submit my return without proper documentation as required by law.
    Review of Return
    I understand that I will have the opportunity to review my completed tax return before it is filed. It is my responsibility to verify that all information is correct.


    Tax Refunds
    I understand that BSB Tax Preparation does not control IRS or state processing times, refund amounts, audit selections, or delays. All refunds are issued solely by the IRS and/or state taxing authorities.


    Fees & Payments
    I acknowledge that all tax preparation fees must be paid before the return is filed unless I choose a refund-transfer option (if available). All fees are for preparation services only and are non-refundable once the return is submitted.


    No Guarantee of Outcome
    I understand that BSB Tax Preparation does not guarantee approval of any tax credits, deductions, or refund amounts. All tax outcomes are based on IRS/state rules and the information I provide.


    Responsibility After Filing
    I understand that I am responsible for keeping copies of my tax documents and for any additional information the IRS or state may request. I agree to notify my preparer immediately if I receive any letters or notices.


    Privacy & Consent
    I authorize BSB Tax Preparation to prepare and electronically file my federal and/or state tax return. My personal information will be kept confidential and used only for tax-related purposes.

     

  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: