Client Information Form
Married filing Jointly or Married filing Separate ONLY (Qualified Widower also)
Name
First Name
Last Name
Social Security Number
xxx-xx-xxxx
Date of Birth
-
Month
-
Day
Year
Date
What is your occupation or job title?
Spouse Name
*
First Name
Last Name
Spouse SSN
*
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse occupation or job title?
*
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse Address *if not the same
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What state did you live in as of 12/31/2024?
Resident State
SPOUSE-What state did you live in as of 12/31/2024?
Spouse
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
SPOUSE-Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
SPOUSE-Email
example@example.com
What was your marital status on December 31, 2024
Married
MARRIED BUT separated
Married BUT not living together
DIVORCED
Widowed
Do you and your spouse live together?
Please Select
Yes
No
Other
Which filing status do you generally use?
Please Select
Head of Household
Single
Married Filing Jointly
Married Filing Separately
Qualified Widower
Which status did you use last year?
Did you serve in the U.S. Armed Forces in 2024? (Active, Reserve, National Guard)
YES
NO
YES MY SPOUSE DID
Did you receive income from multiple states?
YES
NO
Can someone claim you as a dependent on their tax return?
YES
NO
I DON'T KNOW
Did you have children or dependents last year?
YES
NO
I DON'T KNOW
Did you pay for child or dependent care?
YES
NO
DEPENDENT INFORMATION
Rows
First Name
Last Name
Date of Birth
Social security Number
Relationship to you
Did dependent live with you entire year? Y/N How many months?
1-Dependent
2-Dependent
3-Dependent
4-Dependent
5-Dependent
6-Dependent
Did you have a job last year? (W-2)
YES
NO
How many W-2's did you receive?
Please Select
1
2
3
4
5 OR MORE
COMBINED DIFFERENT EMPLOYERS
Did you own your own business or do any gig work/independent contractor last year? (1099-NEC, 1099-MISC, 1099-K or other Records)
YES
NO
Did you receive unemployment benefits?(1099-G)
YES
NO
Did you receive interest from a bank account? (1099-INT)
YES
NO
Did you receive any dividends? (1099-DIV)
YES
NO
Did you sell any stocks or investments? (1099 B)
YES
NO
Did you sell or trade cryptocurrency or digital assets? (1099-B or other statements)
YES
NO
Do you have gambling or other lottery winnings? (W-2G, 1099 MISC)
YES
NO
Did you withdraw money from or receive income from a retirement account (1099-R, 401k, pension)
YES
NO
Did you receive Social security benefits? (1099 SSA or RRB - 1099)
YES
NO
Did you receive rental property income? (1099-MISC, 1099-k or other records)
YES
NO
Did you receive income from an S-Corp, Partnership, or trust? (Schedule K-1)
YES
NO
Did you sell a home? (1099-S or escrow statement)
YES
NO
Did you have cancelled debt? (1099-C)
YES
NO
Do you have an Identity Protection Pin Number? Input current IP PIN# (WHICH PERSON HAS THE IP PIN #)
https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin
Did you enroll in or have health insurance from the Marketplace / Healthcare.gov / ObamaCare / Affordable Care Act? (1095-A)
YES
NO
I DON'T KNOW
Did you pay any mortgage interest? (1098)
YES
NO
Did you pay any tuition or college expenses? (1098-T)
YES
NO
Did you pay student loan interest? (1098-E)
YES
NO
Did you use money from a Health Savings Account (HSA) or Medical Savings Account (MSA)? (1099-SA)
YES
NO
Did you purchase an electric vehicle? (Form 8936)
YES
NO
Attach Valid Identification for everyone 18yrs. & older listed on the tax return
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach Income Documents (W-2's, 1099's, etc.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach Self employment / independent contractor documentation (1099's, expense sheet, business card, flyer, brochure, IRS tax ID number, etc)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach any other documentation you may use to file taxes (School Forms 1098T, Mortgage Form, Contribution Statement, Itemized Expenses, Investment Forms, etc)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach dependents birth certificate, social security card, or report cards (1 or more)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach your prior year tax return (New Clients Only)
Browse Files
Drag and drop files here
Choose a file
New Clients Only
Cancel
of
Preferred Refund Method
Direct Deposit
Check
Prepaid Card
Upload Direct Deposit Information -if direct deposit was selected
Browse Files
Drag and drop files here
Choose a file
Voided Check, Direct Deposit Form, must list-bank name, routing and account number
Cancel
of
What type of appointment do you prefer?
Virtual Zoom Meeting
Phone Call
Other
Who referred you?
Name of person
Signature
Save and continue later
Submit
Should be Empty: