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  • Taxpayer Information


  • Returning clients, please note: Your ID will not roll over from last year. The IRS requires that your government-issued ID is submitted annually. 

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  • Spouse's Information

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  • Dependent Information

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  • COVID RELIEF

    Please indicate whether or not your received any of the following COVID- relief options for yourself, your business, or both.
  • Income

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  • Profit or Loss From Business

    Self-Employment/1099 Income (Schedule C)
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  • Itemized Deductions

    Please indicate if any of the following items apply to you, your spouse or your dependents during the filing year
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  • Debts

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  • Refund Options

  • Returning clients, please note: Your banking details will not roll over from the previous filing year. The IRS requires that these details are submitted annually.


  • *PLEASE NOTE: YOU MUST SCROLL THROUGH ALL TERMS BEFORE YOU ARE ABLE TO AGREE AND SUBMIT FORM.

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