TAX QUICK START

Filing Status *

Anyone in your family have an IRS Identity Protection Pin

Yes

No

TAXPAYER INFORMATION: (UPDATE EVERY YEAR)

Full Name *

Date of birth

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Occupation *

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

SPOUSAL INFORMATION

Spouse Full Name *

Spouse Date Of Birth *

Phone Number *

Email Address *

Spouse Occupation

Spouse a full-time student?

Yes

No

Spouse totally and permanently disabled?

Yes

No

Spouse legally blind?

Yes

No

DEPENDANTS:

Enter your dependents here

Name
Name
Name
Name
Name
Name
Name

TAX RELATED QUESTIONS:

Employment Status

Are you contributing to 401k or other pre-tax account?

Yes

No

Major life events affecting your taxes?

Any other changes?

TAX DEDUCTIONS:

Enter the following expenses total amount for the year!

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Charity Cash Contributions
Charity Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

DRIVERS LICENSE

Upload Your Drivers License *

Taxpayer Drivers License / State ID

IRS SECTION 7216 ACKNOWLEDGMENT & SIGNATURE

I understand that there is a $50 Cancellation Fee if I decide to not complete the service if labor hours have already been invested into calculating my results.
I confirmed that all information I entered here is accurate and true.
I allow GBC to capture my sensitive data like personal id, government id, social security number (SSN), and other information in accordance with IRS Section 7216 Consent.
I have read the terms and conditions and privacy policy of GBC Worldwide LLC.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

Clear

I am providing IRS Section 7216 Consent to prepare my return and I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business. I understand that there is a $50 cancellation fee if work is done to prepare my return and I decide to cancel.