Tax Pro Refunds
Hi! My name is Sarah Harvey, and I’m a certified tax preparer dedicated to making tax season simple, accurate, and stress-free. This secure questionnaire helps me gather the information needed to prepare your return correctly and maximize your refund.
Documents Needed To Complete Tax Return
Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Email all documents to TaxPro.Sarah@gmail.com
Please submit copies off all required documents from the list below:
*
Taxpayers Drivers License
Taxpayers Social Security Cards
All Dependents Social Security Cards
Proof Of residence (Ex: lease agreement, current mail with mailing address)
Healthcare Card for Taxpayer/Dependents
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
Client Information
Please answer all questions below
Full Legal Name (as shown on Social Security card):
*
First Name
Last Name
Date of Birth:
*
-
Month
-
Day
Year
Date
Social Security Number:
*
Phone Number:
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Current Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Filing Status (if known):
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Widow(er)
Spouse Information (if applicable)
Spouse’s Full Legal Name:
First Name
Last Name
Date of Birth:
-
Month
-
Day
Year
Date
Social Security Number:
Spouse’s Occupation:
Was your spouse a full-time student in 2025?
Yes
No
Dependents
Please list all dependents, even if they are over 18.
Full Name of Each Dependent
Date of Birth
Social Security Numbers
Relationship to you
Did they live with you more than half the year? 2025
Yes
No
Are they a full-time student?
Yes
No
Did they provide more than half of their own support?
Yes
No
Income Information
Check all that apply and upload documents if available:
W-2 (Employment income)
1099-NEC / 1099-MISC (Self-employment / contractor)
1099-INT (Interest)
1099-DIV (Dividends)
1099-R (Retirement, pension, IRA distributions)
Social Security income (SSA-1099)
Unemployment income (1099-G)
Rental income
Gig work (Uber, DoorDash, Instacart, Amazon, Etsy, Airbnb, etc.)
Cash income (please explain)
Other income (please explain)
If self-employed or gig worker:
Business name (if any) / Type of work/business
Business Expenses (Self-Employed Only) Check all that apply:
Advertising/Marketing
Supplies
Software & subscriptions
Phone & internet
Home office
Mileage / vehicle expenses
Meals (business-related)
Travel (hotels, airfare, car rentals)
Education & training
Insurance
Office equipment
Other expenses (please list)
Credits & Deductions
Child Tax Credit
Childcare expenses
Education expenses (1098-T)
Student loan interest
Health insurance through marketplace (1095-A)
HSA contributions (1099-SA / 5498-SA)
IRA contributions
Retirement contributions
Mortgage interest (1098)
Property taxes
Charitable donations
Medical expenses
Energy credits (solar panels, EV, energy-efficient home improvements)
Life Changes (Very Important)
Did you experience any of the following in 2025?
Marriage
Divorce
New child
Child moved out
Bought or sold a home
Started a business
Closed a business
Moved to a new state
Major medical expenses
Retirement or withdrawal from retirement
Other major changes (please explain)
Banking Information (For Refund or Payment)
Do you want direct deposit?
*
Yes
No
Bank Name:
Routing Number:
Account Number:
Account Type:
Checking
Savings
Would you like to apply for a tax advance?
*
Yes
No
If Yes:
Up to $1000 with no interest
Up to $7500 with interest
Prior-Year Information
Did someone else prepare your taxes last year?
*
Yes
No
Can you provide last year’s tax return?
*
Yes
No
Did you receive a refund last year?
*
Yes
No
Did you itemize your deductions last year?
*
Yes
No
Identity Protection
Do you have an IRS IP PIN?
If so, please enter your PIN here
Have you ever been a victim of tax identity theft?
Yes
No
Client Acknowledgment
I certify that the information provided is true and complete to the best of my knowledge. I understand that missing or incorrect information may delay my return or affect my refund.
Client Signature
*
Date
*
-
Month
-
Day
Year
Todays Date
Continue
Continue
Should be Empty: