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
Preferred method of contact
Tax year to be prepared
Tax Preparer
Are you a new or returning client?
Marital / filing status for this tax year (as you expect to file)
Did your marital status change during the tax year?
Employment and income sources during the tax year

Other income
Briefly describe your main sources of income and any significant changes from last year
Do you expect to claim the standard deduction or itemize deductions?
Potential itemized deductions you may have

Other potential deductions or credits
Details about major deductions or credits (optional)
Will you be claiming any dependents?
Dependent information
Do you have a copy of your prior-year tax return available to share?
Do you need credit repair?
Need Funding? Let us get you approved! (We prepare your file before submission) If INTERESTED we will contact you.
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.
Should be Empty: