Generational Wealth Team Tax and Grant Services

1. First Name

2. Last Name

3. Address

4. Stay Zip

5. City

6. Date of birth

7. Social Security Number

8. 1099 income for all sources 2022

$

9. 1099 income for all sources 2021

$

10. 1099 income 2020

$

11. Did you file 2023 tax year?

Yes

No

11 b. Did you file 2022 tax year?

Yes

No

12. Did you file 2021 tax year?

Yes

No

12 b. Did you file 2020 tax year?

Yes

No

13. Business name

14. Business address

15. Business City

16. Business State

17. Business Zip Code

18. Did you file business returns for 2023

Yes

No

19. Did you file business returns for 2022

Yes

No

20. Did you file business returns for 2021

Yes

No

21. Did you file business returns for 2020

Yes

No

How many years of Individual tax returns do you need completed?

How many years of business tax returns do you need completed?

(ii) Copy of Social Security Card front and back (pdf/jpeg/png)

(i) Copy of DL or ID front and back (pdf/jpeg/png)

(iii) Copy of 1099’s (pdf/jpeg/png)

Qualify for 12-24 months payment plans with Afterpay or Clearpay