1. Instructions

    1. Instructions

  2. Your Information

    1. *Your full name

    2. *Your address

    3. *Your primary contact number

    4. *Your email address

    5. *Date of birth

    6. *Occupation

    7. *Tax filing status

  3. Dependents

    1. *How many dependents do you have?

  4. Employment

    1. *Did you receive any income from employment as an employee or independent contractor?

  5. Unemployment and Social Security

    1. *Did you receive any Unemployment Compensation?

    2. *Did you receive any Social Security Benefits?

  6. Stocks and Investments

    1. *Did you sell any Stocks/Investments?

  7. Interest and Dividents

    1. *Did you receive Interest Income from savings accounts?

    2. *Did you receive dividends from mutual funds/investments?

  8. Gambling

    1. *Did you have any gambling winnings or losses, including lottery, bingo and raffles?

  9. Other Income

    1. *Did you have any other types of income?

  10. Retirement Plan

    1. *Did you or your spouse receive payments/distributions from a retirement plan?

    2. *Did you make any contributions to a retirement plan?

  11. Health

    1. *Did you purchase health insurance last year?

    2. *Did you or your spouse participate in a Health Savings Account (HSA) or other Medical Savings Account last year?

    3. *Did you, your spouse or a dependent incur a substantial amount of unreimbursed medical expenses last year?

  12. Home Rental

    1. *Did you rent during last year?

    2. *Is your total household income is less than $60,000?

  13. Home Ownership

    1. *Do you own a home?

    2. *Did you sell and/or purchase a home in the last 2 years?

    3. *Did you receive rent from real estate or other property?

    4. *Was your principal home or rental property foreclosed on in the last 2 years?

    5. *Did you make any energy efficient improvements to your home in last year?

  14. Child and Dependent Care

    1. *Did you receive dependent care benefits from your employer last year?

    2. *Did you pay any child/dependent care expenses last year for a child under 13 years old or costs to care for an individual with a disability?

  15. Education

    1. *Did you, your spouse or a dependent incur any tuition, fees or book expenses that were required to attend college, university or vocational school last year?

    2. *Did you, your spouse or a dependent receive scholarships or grants for higher education last year?

    3. *Did you, your spouse or dependent receive a distribution from a 529 Plan or Education Savings Plan last year?

    4. *id you make any contributions to a 529 Plan or Education Savings Plan last year?

    5. *Did you pay any Student Loan Interest last year?

  16. Itemized Deductions

    1. *Did you make charitable contributions last year?

    2. *Did you use your vehicle to provide volunteer services to a charity?

    3. *Did you pay state taxes on new vehicle purchased or monthly lease last year?

    4. List your vehicle registration fees, if any

    5. *Did you owe State or Local taxes when you filed your previous annual Income Tax Return?

  17. Other information

    1. *Did you file for Bankruptcy during the course of last year?

  18. Your Business

    1. *Do you have a business?

  19. Filing

    1. *Were you notified/audited by either the IRS or a State or Local taxing authority this year or the previous?

    2. *The IRS is able to deposit refunds directly into up to (3) taxpayer’s accounts. If you receive a refund, would you like a direct deposit?

  20. Tax Return Copy

    1. *How would you like to receive your copy of your tax return?

  21. Miscellaneous

    1. Anything else you would like to add?

    2. Upload any additional files or documents here

Tax Return Documentation - Individual (USA)


Tax Return Documentation - Individual (USA)

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*Your full name

*Your address

*Your primary contact number

Please provide us with the primary contact number where we can reach you (if need be)

*Date of birth

*Occupation

*Tax filing status

  • Single

  • Married filing jointly

  • Marri filing separately

  • Head of household

  • Qualifying widow(er)

  • Unsure

*How many dependents do you have?

*Did you receive any income from employment as an employee or independent contractor?

  • Yes, as an employee

  • Yes, as a contractor or self-employed

  • Yes, to both

  • No

*Did you receive any Unemployment Compensation?

  • Yes

  • No

*Did you receive any Social Security Benefits?

  • Yes

  • No

*Did you sell any Stocks/Investments?

  • Yes

  • No

*Did you receive Interest Income from savings accounts?

  • Yes

  • No

*Did you receive dividends from mutual funds/investments?

  • Yes

  • No

*Did you have any gambling winnings or losses, including lottery, bingo and raffles?

  • Yes

  • No

*Did you have any other types of income?

  • Yes

  • No

*Did you or your spouse receive payments/distributions from a retirement plan?

  • Yes

  • No

*Did you make any contributions to a retirement plan?

  • Yes

  • No

*Did you purchase health insurance last year?

  • Yes

  • No

*Did you or your spouse participate in a Health Savings Account (HSA) or other Medical Savings Account last year?

  • Yes

  • No

*Did you, your spouse or a dependent incur a substantial amount of unreimbursed medical expenses last year?

  • Yes

  • No

*Did you rent during last year?

  • Yes

  • No

*Is your total household income is less than $60,000?

  • Yes

  • No

*Do you own a home?

  • Yes

  • No

*Did you sell and/or purchase a home in the last 2 years?

  • Yes

  • No

*Did you receive rent from real estate or other property?

  • Yes

  • No

*Was your principal home or rental property foreclosed on in the last 2 years?

  • Yes

  • No

*Did you make any energy efficient improvements to your home in last year?

  • Yes

  • No

*Did you receive dependent care benefits from your employer last year?

  • Yes

  • No

*Did you pay any child/dependent care expenses last year for a child under 13 years old or costs to care for an individual with a disability?

  • Yes

  • No

*Did you, your spouse or a dependent incur any tuition, fees or book expenses that were required to attend college, university or vocational school last year?

  • Yes

  • No

*Did you, your spouse or a dependent receive scholarships or grants for higher education last year?

  • Yes

  • No

*Did you, your spouse or dependent receive a distribution from a 529 Plan or Education Savings Plan last year?

  • Yes

  • No

*id you make any contributions to a 529 Plan or Education Savings Plan last year?

  • Yes

  • No

*Did you pay any Student Loan Interest last year?

  • Yes

  • No

*Did you make charitable contributions last year?

  • Yes

  • No

*Did you use your vehicle to provide volunteer services to a charity?

  • Yes

  • No

*Did you pay state taxes on new vehicle purchased or monthly lease last year?

  • Yes

  • No

List your vehicle registration fees, if any

*Did you owe State or Local taxes when you filed your previous annual Income Tax Return?

  • Yes

  • No

*Did you file for Bankruptcy during the course of last year?

  • Yes

  • No

*Do you have a business?

  • am in Independent Contractor and have received a 1099-NEC or 1099-MISC

  • I have a small business

  • Both

  • Neither

*Were you notified/audited by either the IRS or a State or Local taxing authority this year or the previous?

  • Yes

  • No

*The IRS is able to deposit refunds directly into up to (3) taxpayer’s accounts. If you receive a refund, would you like a direct deposit?

  • Yes

  • No

*How would you like to receive your copy of your tax return?

  • Electronic Copy

  • Paper Copy with folder

Anything else you would like to add?

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