2026 TAX FORM GRAYS WEALTH FINANCIAL
Please submit all Tax Filing documents including your ID, & Social Security Documents for all dependents (If Applicable) Failure to submit required documents on time will result in a delay of your filing process. We have a 24-48 hour completion rate on all forms filled out completely and accurately. Get paid to refer a client to us!
Referred by: (if you are a returning client please leave blank)
Marital Status*
Single
Married Filing Jointly
Married filing Separately
Head of Household
Widow(er)
PART 1 PERSONAL INFORMATION
Name:
*
First Name
Middle Name
Last Name
Date of Birth*
-
Month
-
Day
Year
Date
SSN/ITIN*
ARE YOU CLAIMED AS A DEPENDENT ON ANOTHER PERSON'S RETURN?
Please Select
Yes
No
If someone else can claim you as a dependent, this may affect your filing options
Phone Number*
Please enter a valid phone number.
Format: (000) 000-0000.
Address*
*
Street Address
City
State / Province
Postal / Zip Code
Email*
example@example.com
IDENTITY PIN# (If applicable)
This is a PIN issued by IRS for Identity Protection
RENT OR HOMEOWNER?
*
Please Select
Rent
Home Owner
HOW MUCH DO YOU PAY FOR RENT OR MORTGAGE?
RENT
MORTGAGE
Employment Status*
Employed
Self-Employed
Unemployed
Retired
Other
Spouse Information (IF MARRIED FILING JOINTLY OR SEPARATELY)
Name:*
First Name
Middle Name
Last Name
Spouse Date of Birth*
-
Month
-
Day
Year
Date
Spouse SSN/ITIN*
Spouse Phone Number*
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse IDENTITY PIN# (If applicable)
This is a PIN issued by IRS for Identity Protection
Spouse Address*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Email*
example@example.com
IRS DEBTS & NOTICES
Do you currently owe any of the following that may reduce your refund?
IRS
STUDENT LOANS
CHILD SUPPORT
STATE DEBT
UNEMPLOYMENT OVERPAYMENT
NONE
Have you received any IRS letters or Notices this year?
Yes
No
UPLOAD IRS LETTERS OR NOTICES:
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Dependent Information
Are you claiming any dependents on your 2026 tax return?
Yes
No
Number of Dependents*
Name:*
First Name
Middle Name
Last Name
Date of Birth:
-
Month
-
Day
Year
Date
DEPENDENT SSN/ITIN*
Relationship:*
(Son, Daughter, Adopted, Foster, Etc)
Months lived with you in the year 2025:*
Disabled (Yes/No)
Yes
No
Student (Yes/No) :*
Yes
No
Did anyone else support this dependent?
Yes
No
What Documents will you be filing this Tax Year?*
W2 Work for Employer
1099 Independent Contractor
Side Hustle Cash Income
Self Employed (Schedule C)
BUSINESS RETURN SCREENING
Are you filing a business return this year? (1120, 1120-S or separate Schedule C)
Yes
No
What type of business return are you filing?
Schedule C- Sole Proprietor
LLC (Single Member)
LLC (Multi Member)
S- Corp
Partnership
Non Profit
None
BUSINESS INFORMATION:
Business Identity Fields:
Legal Business Name:
DBA (if any)
EIN:
Business Address:
Business Phone Number:
Please enter a valid phone number.
Format: (000) 000-0000.
Business Email:
State of Formation
Upload EIN Letter
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Upload Articles/Organization Docs
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If Multi-Members: List all owners and their ownership percentages
If S-Corp or Partnership
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Upload prior year Business Return
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Upload Balance Sheet or QuickBooks Reports
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If Single Member LLC (Schedule C)
Business Address
City
State / Province
Postal / Zip Code
INCOME DOCUMENTS
UPLOAD BOX - 2 - ALL SUPPORTING INCOME/TAX DOCUMENTS (W2'S , 1099'S, 1098'S, K1'S, 1095A'S ETC)
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Any Cash Income not reported on a form?
Yes
No
Self-Employed/ Gig Workers
If 1099-NEC OR 1099-K OR Schedule C was selected:
Business Name:
Business Address
Street Address
City
State / Province
Postal / Zip Code
Nature of Work:
Deductions & Credits
Life Events
Move States?
Yes
No
New Baby?
Yes
No
Marriage/Divorce?
Yes
No
Bought/sold a home?
Yes
No
1095-A HealthCare?
Yes
No
Please Note any questions or needs for this upcoming 2026 Tax Season and any additional documents you may have to upload.
DIRECT DEPOSIT INFORMATION (IF APPLICABLE)
By entering my bank account information below, I understand that this is where my tax refund (if Applicable) will be deposited. I confirmed that the routing and account numbers i provide are accurate. I understand that any incorrect or incomplete banking information may result in my refund being returned and reissued as a paper check, which may delay my refund by and additional 7- 10 days or longer. I acknowledge that it is my responsibility to double check all banking information before submitting.
Banking Information
*
Bank Name
Routing Number
Account Number
IRS DUE DILIGENCE QUESTIONS
"I confirm all information i provided is true and correct"
Yes
No
"I understand the preparer will not guess numbers for me"
Yes
No
"I understand i must provide accurate Information"
Yes
No
"I understand fraudulent information will terminate services"
Yes
No
"I understand all documents and questions asked is required by the IRS to accurately file my taxes"
Yes
No
Identity Verification
Taxpayer ID
*
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SSN Card
*
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Spouse ID AND SSN CARD
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Dependents ID AND SSN (if any)
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Prior Year Return
Did you file a return for 2024?
Yes
No
Please upload last year's return
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What other Services Do you Need?
Credit Restoration
Life Insurance
OPEN A HIGH YIELD SAVINGS ACCOUNT
Tax Planning Session $25
Open a Bank Account
None
Are You Interested in Cash Advances UP TO $9500 starting January 2nd
Yes
No
DUE DILIGENCE Consent Forms
By signing the below, I acknowledge and agree that I am authorizing Monique Gray & Grays Wealth Financial to prepare and electronically file my 2025 tax return using all the information and documents i have provided. I confirm that all information submitted is true, accurate and complete to the best of my knowledge. I understand that once my tax return is submitted to the IRS, the transmission cannot be stopped, canceled, or reversed. I agree to the filing fee associated with my tax preparation, If any portion of my refund is reduced due to and offset adjustment, i authorize Grays Wealth Financial to pursue collection of any unpaid preparation fees. I understand that all personal information and documents shared are protected, stored safely and used solely for the purposes of filing my return with the IRS and applicable state agencies. By signing i give full permission for my information to be reviewed, submitted and processed for tax filing purposes.
Kindly please sign with your signature and agree to the terms below*
Submit
Submit
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