Tax Preparation Main Information Sheet

Tax Preparation Main Information Sheet
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.

Spouse Information
Your spouse's full name

First NameMiddle InitialLast Name
Your spouse's age
Your spouse's Date of Birth

MonthDayYear
Date
Is your spouse a U.S. citizen?

YesNo
Your spouse's SSN
Your spouse's phone number
Please enter a valid phone number.
Your spouse's job title
Your spouse's email address
example@example.com
Your spouse's mailing address (if different from your own)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Last year, was your spouse any of the following? (Check all that apply)

Full-time studentTotally and permanently disabledLegally blind
Can anyone claim your spouse as a dependent?

YesNoUnsure

Marital Status and Household Information
As of December 31, 2023, what was your marital status?

Never MarriedMarriedDivorcedLegally SeparatedWidowed
Did you get married in 2023?

YesNo
Did you live with your spouse during any part of the last six months of 2023?

YesNo
Date of final decree

MonthDayYear
Date
Date of separate maintenance decree

MonthDayYear
Date
Year of spouse's death

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.)

	Name (First, Last)	Date of Birth (mm/dd/yy)	Relationship to you (for example: son, daughter, parent, none, etc.)	Number of months lived in your home last year	US Citizen (yes/no)	Resident of US, Canada, or Mexico last year (yes/no)	Single or Married as of 12/31/22 (S/M)	Full-time Student last year (yes/no)	Totally and Permanently Disabled (yes/no)	* Is this person a qualifying child/relative of any other person? (yes/no)	* Did this person provide more than 50% of his/her own support? (yes,no,n/a)	* Did this person have less than $4,400 of income? (yes,no,n/a)	* Did the taxpayer(s) provide more than 50% of support for this person? (yes,no,n/a)	* Did the taxpayer(s) pay more than half of the cost of maintaining a home for this person? (yes/no?
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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*

MonthDayYear
Date
Taxpayer Signature*
Date Signed*

MonthDayYear
Date
Spouse Signature*
Should be Empty: