Optimum Shield Tax Services 2025 Tax Filing Submission Form

Optimum Shield Tax Services 2025 Tax Filing Submission Form
Taxpayer Information
Marital Status

SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Widow(er)Other
Taxpayer Name

First NameMiddle NameLast Name
Taxpayer Date of Birth

MonthDayYear
Date
Taxpayer Social Security Number
Taxpayer Phone Number
Taxpayer Email Address
example@example.com
Taxpayer Occupation
Spouse Name(If Any)

First NameMiddle NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Spouse Occupation
Spouse Phone Number
Spouse Email Address
example@example.com
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

DEPENDENTS INFORMATION

Upload Social Security Card

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Upload all W2

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DID YOU RECEIVED HEALTH COVERAGE (INSURANCE) THROUGH YOUR STATE MARKETPLACE OR HEALTHCARE.GOV? IF SO, PLEASE UPLOAD YOUR FORM 1095A
Please upload 1095A

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Were you, your spouse, or any dependent registered in college? Do you have a form 1098T?
Please Upload(1098T)

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Please upload any additional tax documents (1099, 1098), etc.

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If you would like your tax refund (if any) deposited directly into your bank

CheckingSavings
Bank Name
Your Account Number
Bank Routing Number
Upload Valid ID

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Rental & Royalty Income and Expense (Rental Property) if any:
Property Type

ResidentialCommercial
Number of days rented
Number of days used personally
Property is owned by

TaxpayerSpouseJoint
Percentage ownership
Did you live in part of the rental property?
If yes, what percentage did you occupy as a tenant?
Business Information
Owner Name

First NameLast Name
Business Type

Type a question

Business Address

Street Address

Street Address Line 2

CityState

Zip Code
Do you use any part of your home regularly and exclusively for business?

YesNo
Please upload Business Documents. E.g EIN Letter, Business Expenses/Profit & Loss Statement

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Does anyone listed on the Tax Return have an Identity Pin? If so, please list the name and Identity Pin below:
Signature

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Taxpayer Information