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Today's Date

Filing Year*

Taxpayer

First name*

Last name*

Email*

Phone*

Permission to Call

Social Security Number*

Company name (if applicable)

EIN (if applicable)

Birthday*

Country/Region*

Address*

City*

Zip / Postal code*

Occupation*

Single choice*

Returning Client

New Client

Filing Status*

Single

Head of Household (HOH)

Married Filing Seperate

Married Filing Joint

Qualifying Widower

Were you a full time student for any portion of the year?*

Yes

No

Disabled*

Yes

No

Legally Blind*

Yes

No

Spouse

First Name

Last Name

Phone Number

Permission to Call

Social Security Number

Company name (if applicable)

EIN (if applicable)

Birthday

Address (if different from above)

Occupation

Was your spouse a full time student for any portion of the year?

Yes

No

Disabled

Yes

No

Legally Blind

Yes

No

Taxpayer Dependent?

Yes

No

Unsure

Dependents

Dependent #1

First and Last Name

Birthday

SSN

Disabled

Dependent #2

First and Last Name

Birthday

SSN

Disabled

Dependent #3

First and Last Name

Birthday

SSN

Disabled

I have additional dependents

Health Insurance Coverage

Taxpayer*

Spouse

Dependent #1

Dependent #2

Dependent #3

Income

Select All That Apply and Upload Below

W-2 | Wage and Tax Statement

1099-G | Unemployment

1099-R | Retirement

SSA-1099, RRB-1099 | Social Security/ RRB

1099-INT, 1099-DIV, etc. | Interest/Dividend

1099-B | Proceeds from Broker and Barter Exchange Transactions

Royalties

Cryptocurrency/NFT

1099-G | State Income Tax Refund

K-1 | Partner's Share of Income, Deductions, Credits, etc.

W-2G | Lottery/Casino Winnings

1099-SA | Distributions from an HSA, Archer MSA, or Medicare Advantage

Other

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Self Employed

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1099s

List of Assets and Equipment

Home Office Information

Tax ID Letter

Mileage Logs

Business Income and Expenses

Asset Purchases

Estimated Tax Payments

Insurance Premiums and Expenses

Other

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Rental Properties

Select All That Apply and Upload Below

Income Records

1099s

Mileage and Receipts for Upgrades and Repairs

Expense Records

Rental Property Information (cost/date purchased, etc.)

Other

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Credits/Deductions

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1098 | Home Mortgage Interest

Charitable Donations

1095-A | Health Insurance Marketplace

1098-T | Tuition Expense

Teacher non reimbursed expenses

5498 | IRA Contributions

Real Estate Taxes

Medical Expenses

Childcare Expenses

1098-E | Student Loan Interest

State Sales Tax for Large Purchases

Energy Efficient Purchases

Other

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Other

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Copy of Last Year's Tax Return

Loan Statement

Bank Accounts/ Routing Numbers

Bank Statements

Other

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