Application Form T

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?

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

How many kids do you have

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?

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?

Do you have 1095-A form?

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?

Upload your 1099-div or 1099-int

did you sell any investments or other property

Do you have foreign accounts?

Do you have student loan or tuition payments?

Did you have any of the following:

Medical expenses, Mortgage, Donations, Gambling winnings

Did you have any other income, not lister above?

List other income and describe

Did you have any other expenses, not lister above, you want your Tax preparer will know

List all other expenses:

Upload all other files here

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