First Name *

Last Name *

Phone *

Date Of Birth *

Email *

Occupation *

Who's your Tax Preparer? *

Dunebari Atam

Christian Peoples

Ja’Wana Holston

Brittney McGuire

Brittney Brown

Shahiem Grant

Helena Gomez

Tanzania McShan

Did you receive employment income this year?

Yes

Please upload your SSA-1099 – Social Security or/and 1099-G – unemployment benefits

Did you receive employment income this year? *

Yes

Upload W-2 Forms

Did you receive income as a contractor or self-employed individual? *

Yes

Upload your • 1099-NEC • 1099-MISC • 1099-K

Did you receive investment income this year? *

Yes

Upload your • 1099-DIV – dividends • 1099-INT – interest • 1099-B – stock sales • 1099-R – retirement withdrawals • Brokerage statements

Did you receive Social Security or unemployment benefits? *

Yes

Upload your • SSA-1099 – Social Security • 1099-G – unemployment benefits

Do you own a business or operate as an entrepreneur?

Yes

Upload your • Profit & Loss Statement (P&L) • Business bank statements (optional) • Bookkeeping reports • 1099s received for business income • Prior year depreciation schedules

Do you currently have bookkeeping completed for your business? *

Yes

We can provide a Business Expense Organizer Template to help you organize your business expenses before filing.

Interested?

Yes

Marital Status *

Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
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Spouse Phone Number

Spouse Occupation

Spouse Email Address

Spouse Full Legal Name

Spouse Date of Birth

Do you have dependents to claim? *

Yes

How many dependents are you claiming?

Dependent Name

Dependent SSN

Dependent Date of Birth

Relationship to You

Did this dependent live with you for more than 6 months during the tax year?

Yes

Dependent Name (2)

Dependent SSN (2)

Dependent Date of Birth (2)

Relationship to You (2)

Dependent Name (3)

Dependent SSN (3)

Dependent Date of Birth (3)

Relationship to You (3)

If you have more than 3 dependents, please include them in the Additional Notes section.

Do you keep your options open to earning more income part-time with your Tax Advisor?

Yes

Other details:

Upload any additional tax documents