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: *

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: *

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 🛈