Tax preparation Application
Form
Please fill in the application form, upload all documents needed, and we will schedule the appointment to file your taxes
Your First Name
Your Last Name
Date of Birth
Upload your ID card (Driver License)
What is Your Phone Number
What is Your Email Address
Do you have CryptoCurency?
Yes
No
What is your Social Security Number
Upload your Social Security card
What is Your Marital Status
Married
Not Married (single or divorced)
Your Spouse's Name
Your spouse's Date of Birth
Upload your spouse's ID card (Driver License)
Spouse's Social Security Number
Upload your spouse's Social security card
Do you Have Kids?
Yes
No
How many kids do you have
1
2
3
4
5
6
7
8
9
10
More than 10
List the names of all your kids and their age
Upload your kid's Social security cards
What type of income do you have?
I have W-2 Forms
I have pensions and SSA income
I have Business income
I have other income
How many W-2 forms do you have (for all your family)
Upload your W2 forms
Do you have SSA or 1099-R forms?
Yes
No
Upload your SSA and 1099-R forms
Upload your business income and expenses statements
You may upload income statement prepared in excel, word, quickbook, or written by hand
Do you have Health Insurance?
Yes
No
Do you have 1095-A form?
Yes
No
Upload your 1095-A form
You may upload income statement prepared in excel, word, quickbook, or written by hand
Did you have 1099 int or 1099 Div?
Yes
No
Upload your 1099-div or 1099-int
did you sell any investments or other property
Yes
No
Do you have foreign accounts?
Yes
No
Do you have student loan or tuition payments?
Yes
No
Did you have any of the following:
Medical expenses, Mortgage, Donations, Gambling winnings
Yes
No
Did you have any other income, not lister above?
Yes
No
List other income and describe
Did you have any other expenses, not lister above, you want your Tax preparer will know
Yes
No
List all other expenses:
Upload all other files here
Submit
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