Integrity Tax and Multi Service Client Data

Client Data Sheet
First Name*
Last Name*
Social Security Number*
Date of Birth*
Drivers License*

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Social Security Card*

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Take a selfie*
SingleHead of HouseholdMarried Filing SeparateMarried Filing JointlyWidow

Utility Bill/Lease/Mortgage Statement

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Spouse First Name*
Spouse Last Name*
Social Security Number*
000-00-0000
Date of Birth*
Spouse Phone Number*

Area CodePhone Number
Spouse Email Address*
Drivers License*

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Social Security Card*

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Does your spouse have income?
Wages (W2)Unemployment Benefits (W2G)Interest (1099 INT)Cryptocurrency sales (1099 K)Social Security (SSA)Self employment(1099 NEC/1099 MISC)Other Income
Does your spouse receive a 1099Nec or 1099 Misc?(Self Employed/Contract Work)*
Please upload all of the tax documents containing your spouse's sources of income

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Occupation*
Did you attend College in 2025?*
What College did you attend? *
Have you received your 1098-T?*
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Did you file with this same address last year?*
Open the following form and complete it and upload it

IRS Change of Address Form
Upload Change of Address form*

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Phone Number

Area CodePhone Number
Email*
example@example.com

Did you have an IP Pin?*
Upload a copy of your new IP Pin*

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Are you claiming dependents, and if yes, how many?

Dependent Name*
Dependent Date of Birth*
Dependent's social security number*
000-00-0000
What is the relationship to dependent #1*
Upload your dependent's social security card and birth certificate*

Upload

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Dependent #2 Name*
Dependent #2 Date of Birth*
Dependent #2 social security number*
000-00-0000
What is the relationship to dependent #2*
Dependent #3 Name*
Dependent #3 Date of Birth*
Dependent #3 social security number*
000-00-0000
What is the relationship to dependent #3*
Dependent # 4 Name*
Dependent #4 Date of Birth*
Dependent #4 social security number*
000-00-0000
What is the relationship to dependent #4*
Upload all of your dependent's social security cards and Birth Certificates*

Upload

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Why is the other parent of the dependent(s) not claiming the dependent on his or her tax return?*
YesNo
How much did you pay in child Care?

Did you have Health Insurance last year?*
Did your purchase it through marketplace (Obama Care)?*
IRS will reject an e-filed income tax return if you or a member of your household were covered by a health insurance plan via the Health Insurance Marketplace Exchange (i.e. Affordable Care Act aka Obamacare) and you do not provide Form 1095-A.
⠀

If you submitted an application for coverage through your State's Health Insurance Marketplace Exchange at any point during 2023 , you must obtain a copy of your Form 1095-A.
⠀

If you fail to provide this form your return will be considered incomplete and cannot be e-filed.
Please Upload Front and Back of ALL Medicaid/Insurance Cards *

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Upload 1095A*

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Did you want to apply for up to $7,000 cash advance?*
In the event you are due a refund, do you prefer direct deposit?*

What is the name of your bank?*
Type N/A if your answered no to direct deposit
Upload a Voided Check or Screenshot of your Account and Routing Number

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How did your hear about TaxAbility Tax Services?*
Referred By:

2025 Tax Year

Subject: Preparation of 2025 Tax Return

We thank you for choosing Tax–Ability Tax Services to assist you with your 2025 tax return. This letter confirms the terms of our engagement with you and outline the nature and extent of the services we will provide.

We will prepare you Federal and State 2025 Income Tax Return. We will depend on you to provide the information needed to prepare and complete an accurate return We may ask you to clarify some items but will not audit or otherwise verify the data you submit. Under penalties of perjury, you will need to answer any questions regarding your tax return correctly to the best of your knowledge.

We will return all your original documents to you at the end of this engagement. We advise you to securely store your personal information along with any supporting documents, (i.e., Bank Statements, Personal Identification, etc.) as these may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and all documents for a period of three (3) years.

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from TTax-Ability Tax & Notary Services. Message frequency varies. Message & data rates may apply. Text HELP 346-220-0794 to for assistance. You can reply STOP to unsubscribe at any time.

Photo & Media Release Consent
I hereby give permission to Tax-Ability Tax & Notary Services to use photographs, videos, or other media that include my image for marketing, advertising, social media, website, and promotional purposes. I understand these images may be edited and used without further approval and without compensation. This consent may be revoked in writing at any time for future use.

We appreciate your confidence in us.

Sincerely,

Tax-Ability Tax & Notary Services
Tax Payer First Name*
Tax Payer Last Name*
Taxpayer Signature*

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Spouse First Name*
Spouse First Name*
Spouse Signature *

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Client Data Sheet