• Tax Preparation Main Information Sheet

    • Your Personal Information  

    • Please have the following items to file your tax return:

      • Tax Documents such as Forms W-2, 1099, 1098, 1095.
      • Social security cards or ITIN letters for all persons on your tax return.
      • Picture ID (such as valid driver's license) for your and your spouse.
    • Date of Birth*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Are you a U.S. citizen?*
    • Format: (000) 000-0000.
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    • Last year, were you any of the following? (Check all that apply.)
    • Can anyone claim you as a dependent?
    • Have you, your spouse, or dependents been a victim of tax related identity theft or been issued an Identity Protection PIN?
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    • Spouse Information 
    • Your spouse's Date of Birth
       - -
      2 digit month, 2 digit day, 4 digit year
    • Is your spouse a U.S. citizen?
    • Format: (000) 000-0000.
    • Last year, was your spouse any of the following? (Check all that apply)
    • Can anyone claim your spouse as a dependent?
    • Marital Status and Household Information 
    • As of December 31, 2025, what was your marital status?
    • Did you get married in 2025?
    • Did you live with your spouse during any part of the last six months of 2025?
    • Date of final decree
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date of separate maintenance decree
       - -
      2 digit month, 2 digit day, 4 digit year
    • Dependent Information 

    • Note: Do not include yourself or your spouse in your responses. Please list anyone who:

      • lived with you in your home last year
      • you supported but did not live with you last year
    • Enter your dependents here (Do not enter your name or your spouse's name below. If you need additional space, please let us know. Question marked with an asterisk * are to be completed by one of our team.)
      Rows
    • Income 
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    • Last year, did any you (or your spouse) receive any of the following? (Check all that apply)
    • Last year, did any you (or your spouse) pay any of the following? (Check all that apply)
    • Last year, did any you (or your spouse) have any of the following events occur in your lives? (Check all that apply)
    • Please select the type of retirement account(s) you paid into. (Check all that apply)
    • Do you have the alimony or maintenance payment recipient's SSN?
    • Additional Information and Questions Related to the Preparation of Your Return 
    • Choose your security question (select one)*
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    • Would you like to receive written communications from the IRS in a language other than English?
    • If you have a balance due, would you like to make a payment directly from your bank account?
    • Do you live in an area that was declared a Federal disaster area?
    • Did you, or your spouse if filing jointly, receive a letter from the IRS?
    • Would you like information on how to vote and/or how to register to vote?
    • Format: (000) 000-0000.
    • Acknowledgment & Signature 

    • You agree that your typed name below is the same as your legal signature, that the information you entered above is true and correct to the best of your knowledge, and you allow us to call the IRS offset number (to verify if you have any federal, state, or local offsets).

    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Date Signed*
       - -
      2 digit month, 2 digit day, 4 digit year
    • Did you purchase a new vehicle in 2025? If so, please provide your last car statement.Did you work overtime in 2025? If so, please provide your last paystub of 2025.
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