ARE YOU A NEW OR RETURNING CLIENT *

NEW

RETURNING

How did you hear about us? *

Which year are we filing taxes for?

2024

2023

2022

WHO IS YOUR PREPARER *

How are you filing your taxes this year? *

Will you be claiming any dependents (children or others) on your taxes? *

Yes

Did you earn money from a regular job (W-2) this year? *

Yes

(Examples: Uber, DoorDash, hair, lashes, photography, childcare, construction, online sales, etc.)

Did you earn income from self-employment, side work, or gig services this year? *

Yes

(e.g., Uber, DoorDash, hair stylist, construction, etc.)?

Have you ever been issued an Identity Protection PIN (IP PIN) by the IRS? *

YES

If yes, please list your 6-digit IP PIN below:

Do you have insurance through the Affordable Care Act (The Marketplace), current employer, or state issued? *

YES

Preferred Payment Method: *

Direct Deposit

Green Dot Debit Card

Check

Refund Transfer(5 Days Earlier)

SOCIAL SECURITY NUMBER *

Please upload a clear copy of your Social Security card. *

Take a clear photo on a flat, well-lit surface.

Please upload a clear copy of your valid unexpired Driver’s License, State ID or Passport. *

Place the ID on a flat surface and take a well-lit, straight-on photo.

What is your marital status as of December 31st? *

Can someone else claim you as a dependent? *

YES

What is your relationship to that person? (I.e. Mother, Father, etc.)  

If so, what is the Name of person that can claim you?

Routing Number (copy)

Account Number (copy)

Please upload all W-2 forms received from your employers for this tax year.

Take a clear photo on a flat, well-lit surface.

Do you owe the IRS, Child Support or in default with student loans? *

YES

Did you receive unemployment during the year? *

Yes

Please upload all other income forms you received, such as: Form 1099-INT, Form 1099-DIV, Form 1099-NEC / 1099-MISC

Form 1099-INT (Interest Income), Form 1099-DIV (Dividends), Form 1099-NEC / 1099-MISC (Contract or Self-Employment Income). Take a clear photo or scan on a flat, well-lit surface.

Have you received a Form 1098 – Mortgage Interest Statement from your lender? *

Yes

If yes, please upload a clear copy of Form 1098 below.

Take a clear photo on a flat, well-lit surface.

Have you received a Form 1095-A, 1095-B, or 1095-C for your health insurance coverage? *

Yes

Please Upload Health Insurance Form (Form 1095-A, 1095-B, or 1095-C)

Form 1095-A (Marketplace/Healthcare.gov), Form 1095-B (Private or State Insurance), Form 1095-C (Employer-Provided Insurance) Take a clear photo on a flat, well-lit surface.

Did anyone in your household including yourself attend college for the selected tax year? *

Yes

What was the Name of the person(s) who attended college, followed by the name of the college they attended?

Please Upload your Form 1098-T (Tuition Statement) to determine if you qualify for an education credit.

Take a clear photo on a flat, well-lit surface.

Spouse Date of birth

Spouse Social Security Number

Spouse Mobile Number

Spouse Driver's License or State Id Upload ID

Take a clear photo on a flat, well-lit surface.

Does your spouse have an Identity Protection PIN (IP PIN) issued by the IRS?

Yes

If yes, please list your spouse’s 6-digit IP PIN below:

Please upload all W-2 forms your spouse received from their employers for this tax year.

Take a clear photo on a flat, well-lit surface.

Does your spouse have health insurance through the Affordable Care Act (Marketplace) or through their current employer?

Yes

DEPENDENT INFORMATION

How many dependents (children or others) will you claim this year?

Dependent 1 - Name,DOB,Relationship

Full Legal Name, Date Of Birth, Relationship Example: Son, Daughter, Niece, Grandchild, etc.

Dependent 2 - Name,DOB,Relationship

Full Legal Name, Date Of Birth, Relationship Example: Son, Daughter, Niece, Grandchild, etc.

Dependent 3 - Name,DOB,Relationship

Full Legal Name, Date Of Birth, Relationship Example: Son, Daughter, Niece, Grandchild, etc.

Dependent 4 - Name,DOB,Relationship

Full Legal Name, Date Of Birth, Relationship Example: Son, Daughter, Niece, Grandchild, etc.

Upload Dependent's Social Security Card

Take a clear, well-lit photo on a flat surface.

What is the name of your business or company?

(If applicable — enter the name used on business documents or tax forms)

Enter your business EIN (Employer Identification Number):

(If you do not have an EIN, leave blank or write “N/A.”)

Enter the legal address of your business (as registered or used for tax purposes):

(Use your business’s official mailing address. If home-based, enter your home address If you do not have an address, leave blank or write “N/A.”. )

What is your business email address?

What type of business entity do you operate? *

How much total income did your business earn this year?

(Enter your total business income before expenses — include all sales, payments, or deposits received.)

What was your total gross income for the year?

(Enter the total amount you earned before any expenses or deductions. This includes all business, contract, or self-employment income.)

Please upload your expense summary or receipts for the year. Include records such as: Supplies and materials, Mileage or vehicle expenses, Business rent or utilities, Advertising and marketing costs

Take a clear, well-lit photo on a flat surface showing all details. Blurry or incomplete images may delay processing.

How long have you owned your business?

(Example: “2 years,” “Since 2019,” or “Started in June 2023.”)

What type of services do you perform through your business?

(Example: Hair styling, trucking, childcare, lawn care, consulting, cleaning services, etc.)

What types of items or supplies do you need to operate your business?

Do you travel for business purposes? *

Yes

If yes, please describe the type of travel (mileage, client visits, deliveries, etc.):

If applicable, please upload a copy of your current Business License and/or Business Registration.

Take a clear, well-lit photo on a flat surface showing all details.

Have you received any business payments through third-party apps such as Cash App, PayPal, Venmo, or Zelle? *

Yes

N/A

If you received payments through Cash App, PayPal, Venmo, Zelle, or another third-party network, please upload your Form 1099-K here.

Take a clear, well-lit photo on a flat surface showing all details.

Do you use a different bank account for business than for personal expenses? *

Yes

N/A

Please upload any documents that support your business income and expenses, such as: Profit & Loss (P&L) Statement, Form 1099-NEC or 1099-MISC, Summary of Income, Spreadsheet or receipts showing business expenses

Take a clear, well-lit photo on a flat surface showing all details.

By signing below, I acknowledge and agree that: If my refund is offset or reduced by the IRS, the U.S. Department of Education, child support agencies, or any other government entity, or if my refund is mailed instead of direct deposited, I am still responsible for paying all fees associated with the preparation and filing of my tax return through J&J Tax Solutions. All fees must be paid in full within 30 days of notice. If payment is not received within that time, legal action may be taken to recover the balance due. *

Clear