CONTACT INFORMATION

First Name *

Last Name *

Phone *

Email *

FOR PERSONAL TAX FILING

Social Security Number (If filing personal taxes)

Documents Needed:

📌 ID (Driver’s license or state ID)

📌 W-2s (From all jobs)

📌 1099s (For self-employment or other income sources)

📌 1099-R (For retirement income, pensions, or annuities)

📌 1098 (Mortgage interest statement for homeowners)

📌 1098-T (Tuition statement for higher education expenses)

📌 1099-G (Unemployment income or state refunds)

📌 Last Year’s Tax Return

📌 Healthcare Forms (1095-A, B, or C if you had health insurance)

📌 Deductions & Expenses (End-of-year bank summary showing how much you spent if you have a 1099 or business for deductions)

📌 Childcare Provider Info (Name, address, and EIN or SSN for claiming childcare credits)

FOR DEDUCTIONS TAX FILING

Business Name *

Business EIN Number (If Filing Business Taxes)

Documents Needed:

📌 Business License (if applicable)

📌 Articles of Incorporation/Organization (LLC, S-Corp, etc.)

📌 Last Year’s Business Tax Return (if filed)

📌 Income Statements (Profit & Loss report or summary of income)

📌 Expense Records (Receipts, end-of-year bank/credit card statements)

📌 Payroll Reports (if you paid employees)

📌 1099s Issued (if you paid contractors)

📌 Business Bank Statements (if no bookkeeping is available)

Taxpayer Certification & AuthorizationI certify that the information I have provided in this form, including all personal, income, and expense details, is true, complete, and accurate to the best of my knowledge and belief. I understand that this information will be used to prepare my federal and/or state tax returns.I acknowledge that I am responsible for the accuracy of the information provided and agree to notify Protected With Love of any changes or omissions as soon as possible. *

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