• Client Tax Data Sheet

    If you have any questions prior to completing this form, do not hesitate to contact me at info@LifeKeyTaxes.com or by phone at (205)-386-3040. Thank you and have a great day!
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  • Payment/Refund

    (Checks can be picked up in office or sent via mail)
  • Dependents

    Should only be listed if you take care of the dependent over half of the year
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  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Upload photos of your W-2,1099,and ALL documents

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return. BE SURE THAT YOU HAVE GATHERED ALL DOCUMENTS ASSOCIATED WITH COVID ALSO
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  • Business Owners Data Sheet

    Schedule C
  • Business Income

    All income receive during the fiscal year
  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • Should be Empty: