2026 Tax Year
This form is for tax year 2026 (filed in 2027).
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TAXPAYER INFORMATION
Which filling status applies to you?
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Single
Married, filing jointly
Married, filing Separately
Head of Household
Qualifying surviving spouse
Not sure
# of Dependents
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0
1
2
3
First Name
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Middle Name
Last Name
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Suffix (if applicable)
Date of Birth
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Month
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Day
Year
Date
Social Security Number
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Email
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example@example.com
Phone Number
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Area Code
Phone Number
Current Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Employer (Primary)
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Occupation (Primary)
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Check all that apply
Full-time student
Permanently Disabled
Legally Blind
Dependent of Others
None apply to me
TAX SPECIFIC QUESTIONS
Did you pay any child care expenses?
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Yes
No
Did you pay any tuition expenses for yourself or any dependent and received a 1098-T form?
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Yes
No
Did you purchase health insurance through government marketplace insurance (Obama Care)?
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Yes
No
Did you receive any social security or retirement income?
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Yes
No
Do you have a 401K account?
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Yes
No
Did you receive unemployment compensation and receive a 1099-G form?
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Yes
No
Do you have any other income (freelance work, gambling, etc)?
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Yes
No
Are you delinquent in any of the following? (you can choose multiple)
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Child support
Alimony
Student loans
Federal taxes
State taxes
Not applicable
Are you interested in a tax refund advance?
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Yes
No
Not sure
Do you have an IP pin?
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Yes
No
Not sure
HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND?
Direct Deposit (Directly into bank account)
Refund Debit Card (issued by our bank partner)
Paper Check (issued by our bank partner)
Not sure
REQUIRED DOCUMENTS
Driver's License / ID Card
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Social Security Cards and Birth Certificate
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W-2(s)
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1099(s) (Self-Employed, Gambling Winnings, etc.)
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1095(s) (Healthcare)
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Previous Year Tax Return (if available)
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Misc. Forms
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I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing SM Professional Processing to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to any false information given. If there is a balance due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible to pay the tax preparation fee for services rendered. *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $150.00 is required! Please view your tax return, which is emailed to you (it is sent prior to submission). Any copy after the first copy is a fee of $10.00. ALL FEES (bank and service fees) are found in the return and are non-refundable nor negotiable! NO EXCEPTIONS TO THIS!! Please utilize www.irs.gov/wheres-my-refund for all federal refund tracking. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal, and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. To call the IRS regarding a delayed refund: 800-829-1954. For any direct assistance please email smprofessionalprocessing@gmail.com or call/text +1 945-2618-217. Please be advised that your bank account may be subject to the deduction of preparation and bank processing fees, regardless of any delays in IRS processing.
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