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Name
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First Name
Middle Name
Last Name
Are you married?
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Spouse's Name
First Name
Middle Name
Last Name
Your Birthdate
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Month
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Day
Year
Date
Spouse's Birthdate
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Month
-
Day
Year
Date
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone
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Area Code
Phone Number
Spouse's Phone Number
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Area Code
Phone Number
E-mail
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Spouse's Email
Do you have Children
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No
Names and birth dates for each child
How Did You Hear About Us?
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Prior Year Tax Return
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All W-2s
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All 1099 Div
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All other 1099s
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Health Insurance Form 1095
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We must have this to file your tax return
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Charitable contribution support
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Manufacturer certification statement for any energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources.
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Other Tax documents
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Mortgage Interest, business profit and loss, HSA Contributions, State Income Tax Refund etc.
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Did you have any debts canceled or forgiven? If so, provide 1099-C
Include 1099C in Other Tax documents section.
Did you have any interest in or signature or other authority over a financial account in a foreign country, such as a bank account, securities account, retirement accounts, or other financial account?
Yes
No
Did you purchase, sell or refinance your primary residence during the tax period?
Yes
No
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