Carpenter Tax Accounting & Business Solutions LLC 2020Client Information Form

2025 Carpenter Tax Accounting Client Portal

Welcome to the Carpenter Tax Accounting Family!

Step 3: 2022 Income Information
Include All Your Household Income

Your Income
Did you trade any virtual currency in 2024?

YESNO
Do you have any W2s to add? *

YesNo
Please Upload Your W2 (s)

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Do you have more W2s to add?
Please Upload Your W2(s)

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Do you have any 1099 Misc Forms to add?
Please upload your 1099 Misc

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Do you have more 1099 Misc forms to add?*
Please upload your 1099 Misc

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Does your spouse have income to add?
Do you have any other income to report?*
Please indicate type of income
Amount Received for Year
Other Income Documents

Upload a File
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Spouse Income
Do your spouse have W2s to add?

YesNo
Please Upload Your W2

Upload a File
You may upload multiple files Cancelof
Do your spouse have any 1099 Misc Forms to add?
Please upload your 1099 Misc

Upload a File
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Step 4: Child Care Expenses
Please Provide Information for any out of pocket expenses you incurred for Child Care.
Provider Name
SSN or EIN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Child Name
Amount Paid
Enter total for year
Child Name
Amount Paid
Enter total for year
Upload Child Care Document

Upload a File

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Provider 2 Name
SSN or EIN
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Child Name
Amount Paid
Enter total for year
Child Name
Amount Paid
Enter total for year
Upload Child Care Document

Upload a File

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Step 5: Itemized Deductions
Please Check All That Apply

Medical and Dental ExpensesReal Estate Taxes PaidHome Mortgage Interest PaidPoints Paid (on purchase of residence)Personal Property Taxes (i.e. vehicle reg)Charity (Cash)Charity (Non Cash)Other Expenses
Please provide documentation for any deductions you are claiming on your 2024 Tax Return. Items to consider are:
- Mortgage Interest Statement received from your bank (Homeowners)
- Property tax statement
- Invoice for Medical/Dental Expenses not covered by insurance
- Statement from Place of worship for Tithes/Offerings
- Statement from Charitable Organization for donation
Itemized Deduction Files

Upload a File
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Step 6: Refund Options
If you are due a refund, would you like your tax preparation fee deducted?

YesNo
Bank fee will apply*
Would you like to apply for a Republic Bank Advance (Limits may apply).

YesNo
Please Indicate how you would like to receive your 2024 Tax Refund
Refund Options

Direct DepositCheck Sent to you (fee will apply)Walmart 2 WalmartRepublic Bank Product Direct Deposit
Bank Name
Upload Image of Voided Check

Upload a File

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Routing Number*
Account Number*
Routing Number*
Account Number*

Step 8: Authorization
Electronic Signature*

First NameLast Name
Application Completed*

MonthDayYearHourMinutesAM/PM Option
Confidentiality Notice: This application, and any attachments hereto, are for the sole use of the intended recipients, and may contain confidential and proprietary information. Any unauthorized use, disclosure or distribution of this application or its attachments is prohibited.
Happy Tax Season!
Should be Empty:

Include All Your Household Income