Generational Wealth Team Tax and Grant Services

First Name

Last Name

Address

Stay Zip

City

Date of birth

Social Security Number

1099 income for all sources 2022

$

1099 income for all sources 2021

$

1099 income 2020

$

Did you file 2024 tax year?

Yes

No

Did you file 2023 tax year?

Yes

No

Did you file 2022 tax year?

Yes

No

Did you file 2021 tax year?

Yes

No

How much do you owe each year?

Do you owe the IRS any taxes?

Yes

No

What years do you owe taxes for?

2023

2022

2021

2020

2019

2018

Business Zip Code

Did you file business returns for 2022

Yes

No

Did you file business returns for 2021

Yes

No

Did you file business returns for 2020

Yes

No

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

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

Copy of 1099’s (pdf/jpeg/png)

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