Our Tax Services :

Includes services and consultations for individuals, corporations, partnerships, trust and estate planning.

Preparing individual, partnership, corporation, trust and estate tax returns
Prior year state tax returns
Out of state tax returns
Bookkeeping services
Payroll services
Financial and tax planning

PLEASE FILL OUT THE FOLLOWING FORM TO THE BEST OF YOUR KNOWLEDGE AND SUBMIT PRIOR TO MEETING FOR TAX PREP. THIS WILL REDUCE PREP TIME AND COST!

General Information

Calendar Year

Taxpayer First Name

Initial

Last Name

Social Security #

Spouse First Name

Initial

Last Name

Social Security #

Present Home Address

Taxpayer Email Addess

Spouse Email Adress

Telephone Numbers

Taxpayer Daytime #

Evening #

Cell #

Foreign #

Spouse Daytime #

Evening #

Cell #

Foreign #

Additional Tax Payer Info

Taxpayer's Date of Birth

Spouse Date of Birth

Taxpayer Occupation

Spouse Occupation

Foreign Address (If Applicable)

Are You Excluding Any income From Puerto Rico From This Tax Return?

Is the Taxpayer:

Blind?

Totally Or Permanently Disabled?

Is the Taxpayer's Spouse:

Blind?

Totally Or Permanently Disabled?

Did The Taxpayer Pass Away?

Did the Taxpayer's Spouse Pass Away?

Filing Status (Check Box That Applies and Fill Supplemental Info)

Single

Married

Married Filing Seperately:

Spouse First Name

Last Name

Social Security #

Did Taxpayer Live with Spouse During the Tax Year?

Head of Household:

Child Name

Social Security #

Qualifying Widow With Qualifying Child:

Child Name

Social Security #

Year Spouse Died

Check If You Are Claimed As A Dependent on Another Return

Check If You Are Filing As Married & your Spouse is Claimed on Another Return

Are You Filing As Head of Househould & Claiming a NonResident Alien Spouse?

Spouse First Name

Last Name

Social Security #

Dependent Information

Dependent First Name

Last Name

Social Security #

Age

Dependent Date of Birth

Relationship to Taxpayer

Months Lived In Home

Dependent First Name

Last Name

Social Security #

Age

Dependent Date of Birth

Relationship to Taxpayer

Months Lived In Home

Dependent First Name

Last Name

Social Security #

Age

Dependent Date of Birth

Relationship to Taxpayer

Months Lived In Home

NonCustodial Parents

IF YOU ARE CLAIMING AS DEPENDENT, WHO DOES NOT LIVE WITH YOU, YOU MUST ATTACH A WRITTEN DOCUMENT TO THE TAX RETURN THAT SUBSTANTIATES YOUR RIGHT TO CLAIM THIS DEPENDENT.

Check If You Are Attaching:

COPY OF DIVORCE OR SEPARATION AGREEMENT THAT WENT INTO EFFECT AFTER 1984 AND BEFORE 2009

FORM 8332 - RELEASE OF OF CLAIM EXEMPTION, REQUIRED IF AGREEMENTGOING INTO EFFECT AFTER 2008

Total Exemptions Claimed

State Information

Prior Year Information

Taxpayer Prior Year AGI

Prior Year Pin

Spouse Prior Year AGI

Prior Year Pin

Identity Verification

Does the Taxpayer:

Have a State Driver License or ID?

License or ID Number

Issue Date

Expiration Date

Check Here if Identification Has No Expiration Date

Does the Taxpayer's Spouse:

Have a State Driver License or ID?

License or ID Number

Issue Date

Expiration Date

Check Here if Identification Has No Expiration Date

Identity Protection Pin

Taxpayer Identity Theft PIN

Spouse Identity Theft PIN

Tax Prep Checklist

PLEASE CHECK ALL FORMS OR INFO THAT APPLY TO THE TAXPAYER'S RETURN

Wages, salaries, or any other employment compensation

Tips

IF YES:

Taxpayer Made Tips

Spouse Made Tips

Interest on savings or checking, cash U.S. bonds, or receive stock dividend

Social security or railroad retirement

Lump sum from an employer sponsored plan and the recipient and/or employee was born before 1936

Pension or IRA distributions and the recipient was under 59 1/2,FOR PAXPAYER

Pension or IRA distributions and the recipient was under 59 1/2,FOR SPOUSE

Other pension, annuity, IRA, or retirement income

Unemployment compensation

Alimony

Self-employment and/or operation of a business

PLEASE ATTACH SUMMARY INCOME AND EXPENSE FILE BY ACCOUNT SUCH AS TRAVEL, ADVERTISING, ETC

Upload

Operation of a farm

PLEASE ATTACH INCOME AND EXPENSE FOR
THE FARM

Upload

Rental of land and property for agricultural purposes

Other rental property

PLEASE ATTACH INCOME AND EXPENSE BY PROPERTY, INCLUDING ADDRESS OF EACH PROPERTY

Upload

Gambling winnings? (lottery, race track, casinos, raffles)

Royalties

Any miscellaneous income? (prizes, awards, jury duty)

W-2'S

W-2G'S

1099R'S

1099INT

1099DIV

1099MISC

1099B

1099S

1099G (other than unemployment or state tax refund)

Any other 1099

IRS notice of a change to a prior year's return

Closing statements from real estate sales

Stock, mutual fund, or other nonbusiness related security? .

Your personal residence

Rental property

Property relating to a business or farm

ATTACH A LIST OF PROPERTY SOLD, DATE PURCHASED, DATE SOLD, COST OF PROPERTY AT DATE OF PURCHASE, COST OF IMPROVEMENTS, AMOUNT DEPRECIATED AT TIME OF SALE, SELLING PRICE AND ANY ADDITIONAL SELLING AND
PURCHASING COST.

Upload

Did the sale of any property above involve a bartering agreement

Any other business property not listed above (equipment, land)

Are you receiving installment payments on any property sold

Have a home mortgage.

Use a portion of your home exclusively for self-employment?

Have medical expenses or pay for health insurance

Make substantial contributions to charity, church, etc

IF YES:

Did you make over $500 in noncash contributions

Suffer a loss from a casualty? (fire, theft, natural disaster)

Purchase a car, boat, aircraft, motor home, or home building materials in 20XX or keep receipts on all sales tax items purchased in 20XX

Itemize deductions last year and receive a state tax refund

Incur out-of-pocket expenses or use your personal auto as a reservist, performing artist, or fee-based government official.

Move pursuant to a military order and incident to a permanent change of station? The Federal moving deduction only applies to Armed Forces member

Send prepayments to IRS and/or state for your current year tax liability (estimated taxes) or apply an overpayment from prior tax year

Have any household employees to whom you paid $1,000 or more

Have a qualified Federal fuel tax credit

Contribute to a:

RASEPKeoughSimple retirement plan

Did your children receive more than $1,050 and less than $10,500 from interest and dividends that you wish to claim on your own tax return instead of your child's return

Get claimed (or were eligible to be claimed) as a dependent on someone else's income tax return

Did you pay child or dependent care expenses

Did you pay qualified post secondary education tuition and related expenses for yourself, your spouse, or your dependents

Did you cash any U.S. EE or I Bonds to pay for post secondary education for yourself, your spouse, or your dependents

Did you pay interest on higher education loans

Were you a pre-college educator who purchased books or classroom supplies, for which you were not reimbursed

Were there any births, adoptions, divorces, marriages or deaths in your household

Upload Any ADDITIONAL Supporting document as a .zip file

Upload Additional Documents

MAIL COPY OF LAST YEAR’S TAX RETURN.

Your content has been submitted

AN ERROR OCCURRED. PLEASE REVIEW THE FORM FOR MISSING INFORMATION. IF BOX IS HIGHLIGHTED IN RED IT MUST CONTAIN A VALUE AND RETRY TO SUBMIT….

Contact Us To Get Our Tax Services

Our Tax Services :​

​

PLEASE FILL OUT THE FOLLOWING FORM TO THE BEST OF YOUR KNOWLEDGE AND SUBMIT PRIOR TO MEETING FOR TAX PREP. THIS WILL REDUCE PREP TIME AND COST!

General Information

Telephone Numbers

Additional Tax Payer Info

Filing Status (Check Box That Applies and Fill Supplemental Info)

Dependent Information

NonCustodial Parents

IF YOU ARE CLAIMING AS DEPENDENT, WHO DOES NOT LIVE WITH YOU, YOU MUST ATTACH A WRITTEN DOCUMENT TO THE TAX RETURN THAT SUBSTANTIATES YOUR RIGHT TO CLAIM THIS DEPENDENT.

Check If You Are Attaching:

Total Exemptions Claimed

State Information

Prior Year Information

Identity Verification

Does the Taxpayer:

Does the Taxpayer's Spouse:

Identity Protection Pin

Tax Prep Checklist

PLEASE CHECK ALL FORMS OR INFO THAT APPLY TO THE TAXPAYER'S RETURN

Contact Us To Get Our Tax Services

Our Tax Services :