ARE YOU A NEW TAX CLIENT OF PINNACLE FINANCIAL? *

Yes

No

WHICH YEAR/ YEARS ARE YOU FILING FOR? *

2025

2024

2023

PREFERRED TAX PROFESSIONAL *

Referred By (ENTER "0" IF NOT APPLICABLE.) *

TAXPAYER'S INFORMATION

TAXPAYER'S FIRST NAME *

TAXPAYER'S LAST NAME *

TAXPAYER'S DATE OF BIRTH *

TAXPAYER'S SOCIAL SECURITY NUMBER *

UPLOAD ONE OF THE FOLLOWING DOCUMENTS TO VERIFY HEAD OF HOUSEHOLD. (MORTGAGE STATEMENT, LEASE, UTILITY BILL) *

DOES THE TAXPAYER HAVE AN IP PIN? *

YES

NO

ENTER TAXPAYER'S IP PIN. *

TAXPAYER'S OCCUPATION *

TAXPAYER'S CONTACT NUMBER *

TAXPAYER'S EMAIL *

Address *

TAXPAYER'S ADDRESS

CITY

STATE

COUNTRY

POSTAL CODE

TAXPAYER'S DOCUMENTATION

UPLOAD TAXPAYER'S ID VERIFICATION (DRIVER'S LICENSE, ID, BIRTH CERTIFICATE, PASSPORT) *

UPLOAD TAXPAYER'S SOCIAL SECURITY CARD *

DOES TAXPAYER HAVE AN INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.)? *

YES

NO

UPLOAD TAXPAYER'S 1ST INCOME DOCUMENT (W2, 1099s, ETC.) *

DOES TAXPAYER HAVE ANOTHER INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.)? *

YES

NO

UPLOAD TAXPAYER'S 2ND INCOME DOCUMENT (W2, 1099s, ETC.) *

DOES TAXPAYER HAVE ANOTHER INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.)? *

YES

NO

UPLOAD TAXPAYER'S 3RD INCOME DOCUMENT (W2, 1099s, ETC.) *

UPLOAD TAXPAYER'S PRIOR YEAR TAX RETURN

DID TAXPAYER RECEIVE UNEMPLOYMENT COMPENSATION? *

YES

NO

UPLOAD TAXPAYER'S FORM 1099-G. *

DOES THE TAXPAYER HAVE ANY OTHER DOCUMENTS TO UPLOAD? *

YES

NO

UPLOAD TAXPAYER'S OTHER DOCS *

SPOUSE'S INFORMATION

SPOUSE'S FULL NAME *

SPOUSE'S DATE OF BIRTH *

SPOUSE'S SOCIAL SECURITY NUMBER *

SPOUSE'S OCCUPATION *

SPOUSE'S CONTACT NUMBER *

SPOUSE'S EMAIL *

SPOUSE'S FULL ADDRESS *

DOES SPOUSE HAVE AN IP PIN? *

YES

NO

ENTER SPOUSE'S IP PIN. *

SPOUSE'S DOCUMENTATION

UPLOAD SPOUSE'S ID VERIFICATION (DRIVER'S LICENSE, ID, BIRTH CERTIFICATE, PASSPORT) *

UPLOAD SPOUSE'S SOCIAL SECURITY CARD *

DOES SPOUSE HAVE AN INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.)? *

YES

NO

UPLOAD SPOUSE'S 1ST INCOME DOCUMENT (W2, 1099-NEC, ETC.) *

DOES SPOUSE HAVE ANOTHER INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.)? *

YES

NO

UPLOAD SPOUSE'S 2ND INCOME DOCUMENT (W2, 1099-NEC, ETC.) *

DOES SPOUSE HAVE ANOTHER INCOME DOCUMENT TO UPLOAD (W2, 1099-NEC, ETC.) ? *

YES

NO

UPLOAD SPOUSE'S 3RD INCOME DOCUMENT (W2, 1099s, ETC.) *

DID SPOUSE RECEIVE UNEMPLOYMENT DURING TAX YEAR SELECTED? *

YES

NO

UPLOAD SPOUSE'S FORM 1099-G. *

UPLOAD SPOUSE'S PRIOR YEAR TAX RETURN

DOES SPOUSE HAVE ANY OTHER DOCUMENTS TO UPLOAD? *

YES

NO

UPLOAD SPOUSE'S OTHER DOCS *

DEPENDENTS' INFORMATION

DO YOU HAVE ANY DEPENDENTS TO CLAIM ON THE TAX RETURN OF YOUR SELECTED YEAR? *

YES

NO

HOW MANY DEPENDENTS WILL YOU CLAIM FOR THE RETURN OF YOUR SELECTED YEAR? *

1

2

3

4

DEPENDENT'S NAME *

DEPENDENT'S RELATIONSHIP TO TAXPAYER *

DEPENDENT'S DATE OF BIRTH *

DEPENDENT'S SOCIAL SECURITY NUMBER *

UPLOAD DEPENDENT'S SOCIAL SECURITY CARD *

UPLOAD DEPENDENT'S BIRTH CERTIFICATE *

DOES THIS DEPENDENT HAVE AN IP PIN? *

YES

NO

ENTER DEPENDENT'S IP PIN. *

HOW MANY MONTHS IN YOUR SELECTED YEAR HAS THIS DEPENDENT LIVED WITH YOU? *

CAN THIS DEPENDENT BE CLAIMED ON SOMEONE ELSE'S RETURN? *

YES

NO

2ND DEPENDENT'S NAME *

2ND DEPENDENT'S RELATIONSHIP TO TAXPAYER *

2ND DEPENDENT'S DATE OF BIRTH *

2ND DEPENDENT'S SOCIAL SECURITY NUMBER *

UPLOAD 2ND DEPENDENT'S SOCIAL SECURITY CARD. *

UPLOAD 2ND DEPENDENT'S BIRTH CERTIFICATE. *

DOES 2ND DEPENDENT HAVE AN IP PIN? *

YES

NO

ENTER 2ND DEPENDENT'S IP PIN.

IS 2ND DEPENDENT BLIND OR DISABLED? *

YES

NO

HOW MANY MONTHS IN YOUR SELECTED YEAR HAS 2ND DEPENDENT LIVED WITH YOU? *

CAN 2ND DEPENDENT BE CLAIMED ON SOMEONE ELSE'S RETURN? *

YES

NO

3RD DEPENDENT'S NAME *

3RD DEPENDENT'S RELATIONSHIP TO TAXPAYER *

3RD DEPENDENT'S DATE OF BIRTH *

3RD DEPENDENT'S SOCIAL SECURITY NUMBER *

UPLOAD 3RD DEPENDENT'S SOCIAL SECURITY CARD. *

UPLOAD 3RD DEPENDENT'S BIRTH CERTIFICATE. *

DOES 3RD DEPENDENT HAVE AN IP PIN? *

YES

NO

ENTER 3RD DEPENDENT'S IP PIN. *

HOW MANY MONTHS IN YOUR SELECTED YEAR HAS 3RD DEPENDENT LIVED WITH YOU? *

IS 3RD DEPENDENT BLIND OR DISABLED? *

YES

NO

CAN 3RD DEPENDENT BE CLAIMED ON SOMEONE ELSE'S RETURN? *

YES

NO

4TH DEPENDENT'S NAME *

4TH DEPENDENT'S RELATIONSHIP TO TAXPAYER *

4TH DEPENDENT'S DATE OF BIRTH *

4TH DEPENDENT'S SOCIAL SECURITY NUMBER *

UPLOAD 4TH DEPENDENT'S SOCIAL SECURITY CARD. *

UPLOAD 4TH DEPENDENT'S BIRTH CERTIFICATE. *

DOES 4TH DEPENDENT HAVE AN IP PIN? *

YES

NO

ENTER 4TH DEPENDENT'S IP PIN. *

HOW MANY MONTHS IN YOUR SELECTED YEAR HAS 4TH DEPENDENT LIVED WITH YOU? *

IS 4TH DEPENDENT BLIND OR DISABLED? *

YES

NO

CAN 4TH DEPENDENT BE CLAIMED ON SOMEONE ELSE'S RETURN? *

YES

NO

DID YOU PAY ANY CHILDCARE EXPENSES DURING THE SELECTED TAX YEAR? *

YES

NO

ENTER THE NAME OF THE DEPENDENT(S) LISTED ON THIS TAX RETURN WHOM YOU PAID CHILD CARE EXPENSES FOR. *

HOW MUCH DID YOU PAY FOR CHILDCARE EXPENSES? *

DID ANY OF YOUR DEPENDENTS ATTEND GRADE SCHOOL DURING THE TAX YEAR YOU SELECTED? *

YES

NO

ENTER THE NAMES OF ANY DEPENDENTS WHO ATTENDED GRADE SCHOOL DURING SELECTED TAX YEAR. *

WHAT SCHOOL(S) DID THEY ATTEND? *

HOW MUCH DID YOU PAY FOR SCHOOL EXPENSES (UNIFORMS, SUPPLIES, UNIFORMS, SCHOOL FEES, ETC.)? *

DO YOU NEED TO UPLOAD ANY OTHER DOCUMENTS FOR ANY OF YOUR DEPENDENTS? *

YES

NO

UPLOAD DEPENDENT'S DOCUMENT. *

COLLEGE INFORMATION

DID YOU, YOUR SPOUSE, OR ANY DEPENDENT ATTEND A COLLEGE OR UNIVERSITY DURING YOUR SELECTED TAX YEAR? *

YES

NO

DID HE/SHE ATTEND AT LEAST HALF TIME? *

YES

NO

NAME OF THE PERSON WHO ATTENDED THE COLLEGE OR UNIVERSITY. *

NAME OF THE COLLEGE OR UNIVERSITY ATTENDED. *

UPLOAD FORM 1098-T. *

DID ANY OTHER PERSON LISTED ON THIS TAX RETURN ATTEND A COLLEGE OR UNIVERSITY DURING YOUR SELECTED TAX YEAR? *

YES

NO

DID HE/SHE ATTEND AT LEAST HALF TIME? *

YES

NO

NAME OF THE PERSON WHO ATTENDED THE COLLEGE OR UNIVERSITY. *

NAME OF THE COLLEGE OR UNIVERSITY ATTENDED. *

UPLOAD FORM 1098-T. *

Client Engagement Agreement

TAXPAYER'S CLIENT ENGAGEMENT SIGNATURE *

Clear

TAXPAYER SIGNS INSIDE OF THIS BOX.

DATE OF CLIENT ENGAGEMENT SIGNATURE *

SPOUSE'S CLIENT ENGAGEMENT SIGNATURE *

Clear

SPOUSE SIGNS INSIDE OF THIS BOX.

DATE OF SPOUSE'S ENGAGEMENT SIGNATURE *

Consent To Use

TAXPAYER'S CONSENT TO USE SIGNATURE *

Clear

TAXPAYER SIGNS INSIDE OF THIS BOX.

DATE SIGNED CONSENT TO USE *

SPOUSE'S CONSENT TO USE SIGNATURE *

Clear

SPOUSE SIGNS INSIDE OF THIS BOX.

DATE OF SPOUSE'S CONSENT TO USE SIGNATURE *

CONSENT TO FILE RETURN ELECTRONICALLY

We are in the process of completing your tax return and are preparing it to transmit it to the IRS. Because we are virtually preparing your tax return and before we can transmit your tax return, we will need permission from you to electronically sign your tax return.

To grant us permission purpose, please sign below

Once we received your authorization, we will complete your tax return and provide you copies of your signed and completed tax return.

Please let me know if you have any questions or concerns.

Thank you so much.

Consent To File Return Electronically Signature *

Clear

TAXPAYER SIGNS INSIDE OF THIS BOX.

Date Signed Consent To File Return Electronically *

BY CHECKING THIS BOX, I CONSENT TO RECEIVE TRANSACTIONAL TEXT MESSAGES FROM PINNACLE FINANCIAL SERVICES RELATED TO MY ACCOUNT, SERVICES, AND IMPORTANT UPDATES.

BY CHECKING THIS BOX, I AGREE TO RECEIVE MARKETING AND PROMOTIONAL TEXT MESSAGES, INCLUDING SPECIAL OFFERS, DISCOUNTS, AND SERVICE UPDATES. MESSAGE FREQUENCY MAY VARY. MESSAGE AND DATA RATES MAY APPLY. REPLY HELP FOR ASSISTANCE OR STOP TO OPT OUT.

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