PRECISE TAX SERVICE PREPARATION FORM
Please fill out this form to provide your tax information.
Requested Tax Preparer
Please Select
Phyllis Stinson
Cynthia Boone
Latoya Ingram
Monica Nelms
Alicia Maiden
Shuronica Scarbrough
De'Avion Albritton
Did you get your tax prepared with Precise Tax Services last year?
Yes
No
Taxpayer Information
Name
*
First Name
Middle Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Social Security Number
*
Driver License/State ID Number
*
Issue Date
-
Month
-
Day
Year
Date
Expiration Date
-
Month
-
Day
Year
Date
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a US citizen?
Yes
No
Income (Check all that apply)
W2
W2G
1099R
1099DIV
1099 INT
1099G
1099MISC
1099NEC
1099SSA
Spouse Information
Spouse's Full Name
First Name
Middle name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouse Social Security Number
Spouse Driver License/State ID Number
Issue Date
-
Month
-
Day
Year
Date
Expiration Date
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email Address
example@example.com
Occupation
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Dependents Information
Do not include yourself or your spouse. Please List everyone who lived in your home and everyone who living outside your home that you support.
Dependents
Itemized Deduction
If Applicable
Medical Insurance $
Dental $
Vision $
Mortgage Int $
Mileage
Itemized Deduction Amount
Tax Filing Status
Single
Married filing jointly
Married filing separately
Head of household
Qualifying widow(er) with dependent child
Bank Account Information
Routing Number
Account Number
Type of Account
Checking
Saving
By signing this form, you agree to allow Precise Tax Service, LLC to use this information to prepare your income tax return, and to apply for bank products if applicable.
Signature
*
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Submit
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