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J2Z'S TAX SOLUTIONS CLIENT INFORMATION FORM

J2Z'S TAX SOLUTIONS CLIENT INFORMATION FORM

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    J2Z's Tax Solutions LLC

    Mobile Office: Forney, TX 75126

    Office/Mobile: 214-326-7347

     

     

    Welcome to J2Z's Tax Solutions LLC, I am your tax preparer, Z'Tasha Young. Please complete this form as accurately as possible. Any incorrect information can delay your return or cause a rejection by the IRS. In order for your return to be processed this form must be submitted with your income forms, related supporting documents, valid ID and copies of social security cards.

     

    THANK YOU for your business!!!!

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    As listed on your Social Security Card
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    IF APPLICABLE
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    SUPPORTING DOCUMENTS REQUIRED with filing status credits.
    Please Select
    • Please Select
    • Afghanistan
    • Albania
    • Algeria
    • American Samoa
    • Andorra
    • Angola
    • Anguilla
    • Antigua and Barbuda
    • Argentina
    • Armenia
    • Aruba
    • Australia
    • Austria
    • Azerbaijan
    • The Bahamas
    • Bahrain
    • Bangladesh
    • Barbados
    • Belarus
    • Belgium
    • Belize
    • Benin
    • Bermuda
    • Bhutan
    • Bolivia
    • Bosnia and Herzegovina
    • Botswana
    • Brazil
    • Brunei
    • Bulgaria
    • Burkina Faso
    • Burundi
    • Cambodia
    • Cameroon
    • Canada
    • Cape Verde
    • Cayman Islands
    • Central African Republic
    • Chad
    • Chile
    • China
    • Christmas Island
    • Cocos (Keeling) Islands
    • Colombia
    • Comoros
    • Congo
    • Cook Islands
    • Costa Rica
    • Cote d'Ivoire
    • Croatia
    • Cuba
    • Curaçao
    • Cyprus
    • Czech Republic
    • Democratic Republic of the Congo
    • Denmark
    • Djibouti
    • Dominica
    • Dominican Republic
    • Ecuador
    • Egypt
    • El Salvador
    • Equatorial Guinea
    • Eritrea
    • Estonia
    • Ethiopia
    • Falkland Islands
    • Faroe Islands
    • Fiji
    • Finland
    • France
    • French Polynesia
    • Gabon
    • The Gambia
    • Georgia
    • Germany
    • Ghana
    • Gibraltar
    • Greece
    • Greenland
    • Grenada
    • Guadeloupe
    • Guam
    • Guatemala
    • Guernsey
    • Guinea
    • Guinea-Bissau
    • Guyana
    • Haiti
    • Honduras
    • Hong Kong
    • Hungary
    • Iceland
    • India
    • Indonesia
    • Iran
    • Iraq
    • Ireland
    • Israel
    • Italy
    • Jamaica
    • Japan
    • Jersey
    • Jordan
    • Kazakhstan
    • Kenya
    • Kiribati
    • North Korea
    • South Korea
    • Kosovo
    • Kuwait
    • Kyrgyzstan
    • Laos
    • Latvia
    • Lebanon
    • Lesotho
    • Liberia
    • Libya
    • Liechtenstein
    • Lithuania
    • Luxembourg
    • Macau
    • Macedonia
    • Madagascar
    • Malawi
    • Malaysia
    • Maldives
    • Mali
    • Malta
    • Marshall Islands
    • Martinique
    • Mauritania
    • Mauritius
    • Mayotte
    • Mexico
    • Micronesia
    • Moldova
    • Monaco
    • Mongolia
    • Montenegro
    • Montserrat
    • Morocco
    • Mozambique
    • Myanmar
    • Nagorno-Karabakh
    • Namibia
    • Nauru
    • Nepal
    • Netherlands
    • Netherlands Antilles
    • New Caledonia
    • New Zealand
    • Nicaragua
    • Niger
    • Nigeria
    • Niue
    • Norfolk Island
    • Turkish Republic of Northern Cyprus
    • Northern Mariana
    • Norway
    • Oman
    • Pakistan
    • Palau
    • Palestine
    • Panama
    • Papua New Guinea
    • Paraguay
    • Peru
    • Philippines
    • Pitcairn Islands
    • Poland
    • Portugal
    • Puerto Rico
    • Qatar
    • Republic of the Congo
    • Romania
    • Russia
    • Rwanda
    • Saint Barthelemy
    • Saint Helena
    • Saint Kitts and Nevis
    • Saint Lucia
    • Saint Martin
    • Saint Pierre and Miquelon
    • Saint Vincent and the Grenadines
    • Samoa
    • San Marino
    • Sao Tome and Principe
    • Saudi Arabia
    • Senegal
    • Serbia
    • Seychelles
    • Sierra Leone
    • Singapore
    • Slovakia
    • Slovenia
    • Solomon Islands
    • Somalia
    • Somaliland
    • South Africa
    • South Ossetia
    • South Sudan
    • Spain
    • Sri Lanka
    • Sudan
    • Suriname
    • Svalbard
    • eSwatini
    • Sweden
    • Switzerland
    • Syria
    • Taiwan
    • Tajikistan
    • Tanzania
    • Thailand
    • Timor-Leste
    • Togo
    • Tokelau
    • Tonga
    • Transnistria Pridnestrovie
    • Trinidad and Tobago
    • Tristan da Cunha
    • Tunisia
    • Turkey
    • Turkmenistan
    • Turks and Caicos Islands
    • Tuvalu
    • Uganda
    • Ukraine
    • United Arab Emirates
    • United Kingdom
    • United States
    • Uruguay
    • Uzbekistan
    • Vanuatu
    • Vatican City
    • Venezuela
    • Vietnam
    • British Virgin Islands
    • Isle of Man
    • US Virgin Islands
    • Wallis and Futuna
    • Western Sahara
    • Yemen
    • Zambia
    • Zimbabwe
    • Other
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    Please CONFIRM
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    Best Contact Information Needed
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    Best Contact Information Needed
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    Valid email address needed
    Email Verified

    The verification code has been sent to some@email.com
    Please check your mailbox and paste the code below to complete verification

    Didn't receive verification code?or
    Receiving the email may take a few minutes, thank you for your patience!
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    Valid email address needed
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    Please provide your job title.
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    Please provide spouse's job title IF APPLICABLE
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    DRIVER'S LICENSE or STATE ISSUED ID, Please SELECT
    • State Issued Drivers License
    • State Issued Identification Card
    • Government Issued Passport
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    Please enter information exactly as it appears
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    MM/MM/YYYY
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    IF APPLICABLE
    • State Issued Drivers License
    • State Issued Identification Card
    • Government Issued Passport
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    If MARRIED FILING JOINTLY/SEPARATELY
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    If MARRIED FILING JOINTLY/SEPARATELY
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    Your pre-paid card can also be mailed to you by your tax preparer.
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    Fill out if Direct Deposit was previously selected.
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    Please select one
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    Please select all that applies.
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    Please be prepared to provide EIN#/type of work/ SUPPORTING DOCUMENTS REQUIRED
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    Please upload your Profit & Loss Statement, signed and dated/1099(if applicable)/bank statements/receipts/mileage statement REQUIRED (Supporting Documents) **** WILL REQUIRE COMPLETION OF SCH C WORKSHEET, call office for details****
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    PLEASE be specific, if applicable
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    Example: IRS $750, Student Loans $7000
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    Supporting documents required for credits EIC and/or CTC: Birth Certificates/Social Security Cards/ School Records/Medical
    Please Select
    • 1- Child
    • 2- Children
    • 3- Children
    • 4- Children
    • 5- Children
    • 6- Children
    • 7- Children
    • 1- Other dependent
    • 2- Other dependents
    • 3- Other dependents
    • 4- Other dependents
    • 5- Other dependents
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    Please provide information in the following order: Name/ Date of Birth / SS# / Relationship to Taxpayer/Age - NEEDED!!! 
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    Important: Your child must have the same primary home as taxpayer/dependent must be your son/daughter/adopted child/stepchild/brother/sister/half-brother/half-sister/step-brother/step-sister or a descendant of them
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    NOTE: This question TYPICALLY applies to clients who share JOINT CUSTODY with the other parent.
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    Important: Dependent MUST have resided in same home as taxpayer more that half the year.
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    REQUIRED RESPONSE
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    Subject to Bank Approval
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    Refund Loan Advance, subject to bank approval. If approved, the funds will be direct deposited in your bank account.
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    REQUIRED for Bank Approval
    • What is your mother's maiden name?
    • What is your father's middle name?
    • What is the name of your 1st pet?
    • What high school did you attend?
    • What is the name of your oldest child?
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    REQUIRED for Bank Approval
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    Acknowledgement

    I, the above mentioned taxpayer, solemnly swear that the information that was forwarded to the tax preparer is true to the best of my knowledge and that I have provided all necessary documents to qualify for each credit to the tax preparer. I am in no way attempting to file a fraudulent claim by providing the tax preparer with false documentation. I understand that if the information if false or conjured, that I am liable to a fine and/or imprisonment by the federal and/or my local government. I also want to acknowledge any wrong doing on my behalf, is not a reflection of the tax preparer. I also agree if I receive a bank product, and the IRS does not fully deposit all of none of the fees, that I am liable to J2Z's Tax Solutions LLC for all or the unfunded portion of the fees, as well as any collection, and attorney fees that associated with the collection of my fee if I fail to pay the fees after thirty (30) days of being notified by J2Z's Tax Solutions LLC.

    I, the spouse of the applicant (if applicable), solemnly swear that the information that was forwarded to the tax preparer is true to the best of my knowledge and thatI have provided all necessary documents to qualify for each credit to the tax preparer. I am in no way attempting to file a fraudulent claim by providing the tax preparer with false documentation. I understand that if the information if false or conjured, that I am liable to a fine and/or imprisonment by the federal and/or my local government. I also want to acknowledge any wrong doing on my behalf, is not a reflection of the tax preparer. I also agree if I receive a bank product, and the IRS does not fully deposit all of none of the fees, that I am liable to J2Z's Tax Solutions LLC for all or the unfunded portion of the fees, as well as any collection, and attorney fees that associated with the collection of my fee if I fail to pay the fees after thirty (30) days of being notified by J2Z's Tax Solutions LLC.

    As your tax preparer, I confirm that the above information was collected, and all necessary documentation was reviewed for tax preparation.

     

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    If APPLICABLE
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    Example: Driver's License/State Issued ID, W2, 1099, 1098T, Social Security Cards (all)
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    Max. file size: 10.6MB
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