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Tax Information Sheet
Thank you for choosing us for your tax needs. Please complete the information below and upload any applicable documents that you have available. Items with an * are required. Should you have any questions, feel free to contact 901-209-4015.
Primary Taxpayer Info
First Name
*
Last Name
*
Social Security #
*
Date of Birth
*
+
Occupation
*
Email Address
*
Contact Phone Number
*
Preferred Method of Contact:
*
Phone
Email
Text
Address 1
*
Address 2
City
*
State
*
Zip
*
Spouse Taxpayer Info
First Name
Last Name
Social Security #
Date of Birth
+
Occupation
Email Address
Contact Phone Number
Additional Info
FILING STATUS:
*
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualified Widow/Widower
Dependent Info
Name
Social Security #
Date of Birth
Relationship To You
Dependent 1
Name
Social Security #
Date of Birth
Relationship To You
Dependent 2
Name
Social Security #
Date of Birth
Relationship To You
Dependent 3
Name
Social Security #
Date of Birth
Relationship To You
Dependent 4
Name
Social Security #
Date of Birth
Relationship To You
Dependent 5
Name
Social Security #
Date of Birth
Relationship To You
Dependent 6
Name
Social Security #
Date of Birth
Relationship To You
Child Care Info
Name
Address
EIN or SS#
Amount Paid
1.
Name
Address
EIN or SS#
Amount Paid
2.
Name
Address
EIN or SS#
Amount Paid
3.
Name
Address
EIN or SS#
Amount Paid
Additional Info. Please check all that apply.
Did you attend college or take college classes last year?
Do you own a home?
Did you donate money/goods to churches, charities or non-profits last year?
Do you have unreimbursed medical expenses?
Would you like a quote on life insurance?
Did you have have health insurance through Healthcare.gov or The Marketplace?
Did you take any money out of a retirement plan?
Notes
Referred By:
Upload Tax Documents
🛈
Upload Driver's License
🛈
Upload Social Security Card
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