Tax Information

Personal and Dependent Identification Information: Social security numbers, ITINs, and driver’s license or state issued ID, (if filling joint spouse needs to submit their personal information as well) and dates of birth of all dependent(s), and daycare information.
All Earning Statements: (W-2,1065, 1120, 1120-S,706,709,720,1099-NEC, K-1, Self-employment, Unemployment Compensation 1099-G, etc.
All Business Revenue and Expense Documents: Travel expenses, mileage, meals, and all expenses pertaining to the business.
Health Insurance Statement(1095-A, 1095-B,and 1095-C): Health Coverage statements, out of pocket medical expenses, etc.
Tuition and Student Loan Interest paid: Form 1098-T or 1098-E.
Mortgage Statements: Mortgage interest, property taxes paid, etc.
All Investment Statements: Interest income, dividend income, proceeds from sale of bonds or stocks, etc.
All Charitable Contributions Documents.

First Name

Last Name

Address

City

State

Zip

Date of Birth

Are You a U.S. citizen?

Job Title

Phone Number

Filing Status

Are You Married?

Spouse's First Name

Spouse's Last Name

Spouse's Date of Birth

Is Your Spouse a U.S. Citizen?

Spouse's Job Title

Spouse's Phone Number

Name, SSN, and date of birth of anyone who you supported or lived with you last year.

Other income (gambling, lottery, prizes, awards, jury duty, Sch K-1, royalties, foreign income, etc.)?

Home Mortgage Interest (Form 1098)?

College or post-secondary educational expenses for yourself, spouse or children (Form 1098-T)?

Medical Expenses (including health insurance premiums)?

Charitable contributions?

Child or dependent care expenses such as daycare?

Student loan interest (Form 1098)?

How would you like to receive your tax return?

Please complete the form below in its entirety. Only skip questions if not applicable then click Submit when finished.