Tax Preparation Form

Please use the following form to securely submit your tax return information.

*Information and documents submitted via this form are encrypted prior to transmission.

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Step 1 of 2

50%

Name*
First Middle Last
Social Security Number*
Date of Birth*
MM
DD
YYYY
Email address*
Occupation
Were you married on December 31st?
- Yes
- No
Spouse's name
First Middle Last
Spouse's Social Security Number*
Spouse's Date of Birth
MM
DD
YYYY
Spouse's occupation
Address
Street Address Address Line 2 City State ZIP Code
Phone
Dependants' full names, birth dates and SSNs
Did you have any child care expenses?
- No
- Yes
Please list the care provider's name, address, SSN and amount you paid
Tax deductible contributions
Contributions made to retirement plans
Please list amount of contribution and type of retirement plan.
You Spouse
Charitable contributions
Type (cash/non-cash) Recipient Amount/value
Interest Paid
Student loan interest paid
Home mortgage interest paid
Did you refinance your mortgage or take out a second on your primary residence?
- No
- Yes
Mortgage points paid
Mortgage documents
Please upload your end-of-year mortgage statements here
Drop files here or
Taxes Paid
Real estate taxes paid
Estimated tax payments
Federal and state
Date Amount
Medical and Dental
Medical and dental expenses
Prescriptions, health insurance premiums, doctor/dentist/hospital fees, eyeglasses, miles driven for medical purposes
Description Amount
Miscellaneous Deductions
Did you maintain a dedicated home office?
- No
- Yes
What is the square footage of the office?
What is the total square footage of your home?
Alimony paid
Tax return preparation fees
Unreimbursed employee expenses
Tuition and fees

Save and Continue Later

Make sure to enter your email if you want to 'Save and Continue Later' to have the encrypted link sent to you.

Tax Questionnaire

Please use the following form to securely submit your tax return information.

Need a checklist to get started?

Step 1 of 2

Tax deductible contributions

Interest Paid

Taxes Paid

Medical and Dental

Miscellaneous Deductions

Documents

Final Thoughts