Tax Preparation Information Form

Tax Preparation Information Form

Provide your information and upload documents so your tax professional can accurately prepare your tax return.
Your full name*

First NameLast Name
Email address*
example@example.com
Mobile phone number*
Please enter a valid phone number.Format: (000) 000-0000.
Mailing address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
EmailPhone callText message
Tax year to be prepared*
Tax Preparer
New clientReturning client
SingleMarried filing jointlyMarried filing separatelyHead of householdQualifying surviving spouseUnsure / need advice
No changeMarried during the yearSeparated during the yearDivorced during the yearWidowed during the year
Wages or salary (W-2 from employers)Self-employment or freelance incomeBusiness or farm incomeRental property incomeInterest or dividendsCapital gains (sale of stocks, crypto, property, etc.)Retirement income (pensions, annuities, distributions)Social benefits or similar government benefitsUnemployment benefitsAlimony received (if applicable in your jurisdiction)Other income
Briefly describe your main sources of income and any significant changes from last year
Standard deductionItemized deductionsUnsure / please advise
Mortgage interestProperty taxesState or local income / sales taxesCharitable contributionsMedical or dental expensesEducation expenses (tuition, student loan interest, etc.)Childcare or dependent care expensesBusiness or unreimbursed work-related expensesOther potential deductions or credits
Details about major deductions or credits (optional)
YesNoUnsure
Dependent information
Yes, I will upload itYes, but I will provide it separatelyNo
yesno
InterestedNot Intrested
Upload tax-related documents (W-2s, 1099s, income statements, deduction receipts, prior-year return, etc.)

Cancelof
Additional notes or questions for your tax professional
By signing below, I confirm that the information I am providing is true and complete to the best of my knowledge and I authorize the tax professional to use this information to prepare my tax return.*

Powered by Jotform SignClear
Should be Empty: