The Tax Auntie 2027 Client Tax Packet

The Tax Auntie

Tax Professional at Davidson Tax Firm LLC 17350 State Highway 249, Ste. 220 Houston, Texas 77064 Email: mytaxfunds2025@gmail.com Phone: 903-287-6088 Complete your client information, income and expense details, document checklist, and engagement acknowledgment for the 2027 tax year.
Client Information
Full Legal Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Social Security Number
Phone Number
Please enter a valid phone number.Format: 000-000-0000.
Email Address
example@example.com
Home Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
City
State
ZIP Code
Filing Status
Dependent Information
Dependent 1 Full Name

First NameMiddle NameLast Name
Dependent 1 Tax Identification Number
Social Security Number
Dependent 1 Relationship to Client
Dependent 1 Lived With Client All Year?
Dependent 2 Full Name

First NameMiddle NameLast Name
Dependent 2 Tax Identification Number
Social Security Number
Dependent 2 Relationship to Client
Dependent 2 Lived With Client All Year?
Dependent 3 Full Name

First NameMiddle NameLast Name
Dependent 3 Tax Identification Number
Social Security Number
Dependent 3 Relationship to Client
Dependent 3 Lived With Client All Year?
Dependent 4 Full Name

First NameMiddle NameLast Name
Dependent 4 Tax Identification Number
Social Security Number
Dependent 4 Relationship to Client
Dependent 4 Lived With Client All Year?
Dependent 5 Full Name

First NameMiddle NameLast Name
Dependent 5 Tax Identification Number
Social Security Number
Dependent 5 Relationship to Client
Dependent 5 Lived With Client All Year?
Income Information
Income sources received
Business name
Business type
Were business records kept?
Employer name for W-2 income
W-2 total wages
Payer name for 1099-G unemployment
Unemployment benefits received
Social Security or disability payer
Social Security or disability amount received
Source of other income
Describe other income details
Business Expenses
Supplies ($)
Advertising and marketing ($)
Business mileage (miles)
Phone and internet ($)
Equipment ($)
Home office ($)
Education and training ($)
Vehicle expenses ($)
Business insurance ($)
Legal and professional fees ($)
Rent or lease ($)
Utilities ($)
Taxes and licenses ($)
Other business expenses ($)
Tax Credits and Adjustments
Tax credit or adjustment categories

Other
Childcare expenses amount
Student-loan interest amount
Retirement contributions amount
Marketplace health insurance amount
Advance Child Tax Credit payments amount
Refund Information
Refund delivery method
Interested in a refund advance?
Bank name
Routing number
Account number
Account type
If you selected direct deposit, complete the bank details above.
Client Document Checklist
Social Security cards
Government-issued photo identification
Proof of residency
Government-assistance letters
W-2 and 1099 income documents
Unemployment or other income statements
Self-employment income records and expense receipts
Note
Engagement and Client Acknowledgment
Agreement to Client Acknowledgment

I confirm that the information I provide is complete, accurate, and truthful; I understand that additional documents may be requested; I understand that eligibility for filing status, dependents, deductions, credits, refunds, and any refund products depends on applicable law and supporting documentation; I agree to review the completed return before filing; and I understand that this online packet does not authorize electronic filing. I will separately review the completed return and sign the applicable e-file authorization, including Form 8879 when required.
Electronic Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Should be Empty:

The Tax Auntie

Client Information

Dependent Information

Income Information

Business Expenses

Tax Credits and Adjustments

Refund Information

Client Document Checklist

Engagement and Client Acknowledgment