Tax Return Questionnaire
Taxpayer Information
Marital Status
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er) with Dependent Children
Taxpayer Name
First Name
Last Name
Taxpayer SSN
Taxpayer Date of Birth
-
Month
-
Day
Year
Date
Taxpayer Occupation
What was the return amount you received last year after fees?
Taxpayer Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Taxpayer Phone Number
Format: (000) 000-0000.
Taxpayer Email Address
example@example.com
DEPENDENTS INFORMATION
Rows
FULL DEPENDENT NAME
DATE OF BIRTH
SSN
DEPENDENT 1
DEPENDENT 2
DEPENDENT 3
DEPENDENT 4
DEPENDENT 5
Wages and Salaries (Attach W-2's)
Identification
All Social Security Cards
File Upload
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Signature
*
Continue
Continue
Should be Empty: