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  • CLIENT FORM

    Please, fill out the form below to complete your tax preparation.
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  • We give $50 for referrals!
    List the name of 1-3 individuals with their
    phone number or e-mail
    and we will contact them!
    (Note: when your referral receives their refund, you get $50 at the end of the tax season)

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  • GENERAL TAX INFORMATION

  • WERE YOU IN THE MILITARY IN 2025?*
  • DID YOU BUY A LAPTOP IN 2025?*
  • DID YOU MAKE STUDENT LOAN PAYMENTS?*
  • DID YOU SELL CRYPTOCURRENCY OR DIGITAL ASSETS IN 2025?*
  • DO YOU HAVE TAX RETURNS OVER THE PAST 10 YEARS THAT NEED TO BE FILED?*
  • DO YOU HAVE A W-2 OR 1099?*
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  • SPOUSE INFORMATION

  • SPOUSE: WERE YOU IN THE MILITARY IN 2025?
  • SPOUSE: DID YOU BUY A LAPTOP IN 2025?
  • SPOUSE: DID YOU MAKE ANY STUDENT LOAN PAYMENTS?
  • SPOUSE: DID YOU SELL CRYPTOCURRENCY OR DIGITAL ASSETS IN 2025?
  • SPOUSE: DO YOU HAVE A W2 OR 1099?
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  • DEPENDENT INFORMATION

  • DO YOU OWE CHILD SUPPORT AT THIS TIME?
  • SPOUSE: DO YOU OWE CHILD SUPPORT AT THIS TIME?
  • DID DEPENDENT 1 LIVE WITH YOU MORE THAN 6 MONTHS OUT OF THE YEAR?
  • DID DEPENDENT 2 LIVE WITH YOU MORE THAN 6 MONTHS OUT OF THE YEAR?
  • DID DEPENDENT 3 LIVE WITH YOU MORE THAN 6 MONTHS OUT OF THE YEAR?
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  • DEDUCTIONS

  • CHECK ALL THAT APPLY.

  • (HOVER OVER NUMBERS TO LEARN MORE ABOUT EACH DEDUCTION.)

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  • REFUND INFORMATION

  • HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND?*
  • DO YOU WANT YOUR PREPARATION FEE TAKEN OUT OF YOUR REFUND? (BANK FEES MAY APPLY.)*
  • IF YOU SELECTED DIRECT DEPOSIT, ENTER YOUR:
  • MY TAX SOLUTIONS WORKS WITH A LAW FIRM AND WEALTH MANAGEMENT FIRM TO PROVIDE SERVICES FOR ALL OF OUR CLIENTS: ARE YOU INTERESTED IN THE FOLLOWING? (PLEASE CHECK ALL THAT APPLY)*

  • WHAT IS THE BEST TIME TO CALL FOR MORE INFORMATION REGARDING YOUR TAX RETURN?*

  • *REMINDER! SEND YOUR ID'S AND FINANCIAL DOCUMENTS.

  • HOW CAN WE EXPECT YOUR DOCUMENTS?*
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