Tax Return Questionnaire

TAX RETURN QUESTIONNAIRE (ID #28134)

This form must be filled out in its entirety for tax preparation to be completed. You can upload additional documents at anytime using the Additional Document Upload form. Please let us know if you have any questions!

Taxpayer's Name *

First

Last

Date of Birth *

Social Security Number *

Taxpayer's Spouse (if applicable)

First

Last

Date of Birth (Spouse)

Social Security Number

Address *

City, State *

Zip Code *

Phone Number *

Email *

Taxpayer Filing Status *

Single
Married filing jointly
Head of household
Married filing separatley

Do you have a Mortgage? If yes, please upload 1098 mortgage statement

Yes
No

Are you Self-Employed? *

Yes
No

Do you pay for your Healthcare out of pocket? If yes, please upload 1095 A

Yes
No

Is taxpayer Blind or Disabled? *

Yes
No

Are you a Veteran? *

Yes
No

Is your spouse a Veteran? *

Yes
No

Are you a college student? If yes, please upload 1098 T

Yes
No

you can obtain this document from your student account on your university website

Dependent's Information

Name/ Relationship to You/ Birthday/Social Security Number

Dependent's Information 2

Name/ Relationship to You/ Birthday/Social Security Number

Dependent's Information 3

Name/ Relationship to You/ Birthday/Social Security Number

Dependent's Information 4

Name/ Relationship to You/ Birthday/Social Security Number

Please upload W-2 and or 1099 forms

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

ID Upload

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

Recieving Refund Preference *

Pre-paid card
Check
Direct Deposit

Taxpayer Signature *

Yes, I agree

I declare, under the penalties of perjury, that the information contained within this document was prepared by me the undersigned, and is true to the best of my knowledge and information.

Today's Date *

Numbers

Single Line Text