ALL FIELDS MARKED WITH AN ASTERISK (*) ARE REQUIRED. If you cannot attach a document to this form, please DO NOT EMAIL IT. We will provide you access to a secure portal for any additional documents that are required.
Is this an amendment? YesNo
Date of Birth
Social Security Number
IRS Identity Protection PIN (IP PIN)
Occupation
Email Address
Telephone Number
Address Line 1
Address Line 2
City
State
ZIP Code
Are you legally blind? YesNo
Are you disabled? YesNo
Would you like to donate to the Presidential Election Campaign Fund? YesNo
Please upload a scan or photograph of your Social Security card
Please upload a scan or photograph of your Driver's License or State ID Card
What is your income tax filing status? SingleMarried Filing JointlyMarried Filing SeparatelyHead of HouseholdQualifying Surviving Spouse
Would you like to take the standard deduction or itemize your deductions? Standard DeductionItemize DeductionsI'm Not Sure
Full Name
Is your spouse legally blind? YesNo
Is your spouse disabled? YesNo
Would your spouse like to donate to the Presidential Election Campaign Fund? YesNo
Please upload a scan or photograph of your spouse's Social Security card
Please upload a scan or photograph of your spouse's Driver's License or State ID Card
Do you have any dependents? YesNo
Dependent’s Gross Income
Number of months dependent lived in the taxpayer’s home in 2022? — select an option — Entire Year1110987654321
Relationship — select an option — SonDaughterNieceNephewParentGrandparentGrandchildFoster ChildAuntUncleSisterBrotherOther
Is this dependent disabled? YesNo
Is this dependent a full-time student? YesNo
Please upload a scan or photograph of this dependent's Social Security card
Did your marital status change during the year? YesNo
Did your address change during the year? YesNo
Did your dependents change during the year? YesNo
Can another taxpayer claim you as a dependent on their tax return? YesNo
Did you have unreported tip income of $20 or more in any month? YesNo
Did you receive unemployment or disability income? YesNo
Did you buy or sell any stocks, bonds, or investment property? YesNo
Did you buy, sell, exchange, or dispose of any cryptocurrency or digital asset? YesNo
Did you purchase, sell, or refinance a home or take out a home equity loan? YesNo
Did you convert part or all of your traditional/SEP/SIMPLE IRA to a Roth IRA? YesNo
Did you pay anyone for domestic services in your home? YesNo
Did you purchase an energy-efficent, hybrid, or electric car, truck or van? YesNo
Did you make any new energy-efficient improvements to your home? YesNo
Did you pay childcare expenses for any dependent listed above? YesNo
Did you receive a distribution from or contribute to a retirement plan such as a 401(k) or IRA? YesNo
Did you give anyone a gift that exceeds $18,000? YesNo
Did you go through bankruptcy, foreclosure, or repossession proceedings? YesNo
Were you notified or audited by the IRS or a state taxing agency? YesNo
Were you a citizen of, have income from, or live in a foreign country? YesNo
Did you buy any internet merchandise for which you did not pay sales/use tax? YesNo
Did you make estimated tax payments during the year? YesNo
Are you self-employed or a business owner? YesNo
Do you have rental income? YesNo
Did you purchase health insurance through a public exchange/marketplace? YesNo
Please enter below any income you received from sources not reported on a Form W-2, 1099-R, or other document that will be attached below.
Alimony Received
Jury Duty
State Income Tax Refund
Gambling Winnings
Disability Income
Other Income
Did you pay alimony? YesNo
Alimony Recipient
Social Security Number of Alimony Recipient
Date of Divorce
Amount of Alimony Paid
Did you pay tuition or educational fees? YesNo
For whom was the tuition or educational fees paid?
Amount of Tuition and Educational Fees Paid
Educator Expenses
Health Savings Account
IRA/SEP Contributions
Student Loan Interest
Medical Insurance Premiums
Long-Term Care Insurance
Medical Equipment and Supplies
Nursing Care
Medical Therapy
Hospital Care
Prescription Drugs
Glasses and Contact Lenses
Hearing Aids and Batteries
Doctors, Dentists, and Orthodontists
Braces
Mileage
Real Estate Taxes
Personal Property Taxes
Foreign Taxes Paid
Other Taxes Paid
If you received a Form 1098 that documents an interest expense, please attach it below.
Investment Interest
Did you pay interest to an individual for your home? YesNo
Amount of Interest Paid to an Individual for Your Home
Name of Individual Paid Interest for Your Home
Social Security Number of Individual Paid Interest for Your Home
Address of Individual Paid Interest for Your Home
Amortization Schedule for Interest Paid to an Individual for Your Home
Total Cash Contributions
Total Non-Cash Contributions
Charitable Mileage
Dues (Union, Professional, Etc.)
Books, Subscriptions, and Supplies
Licenses
Tools and Equipment
Uniforms
Work-related Tuition and Books
Entertainment
Tax Preparation
Safe Deposit Box
IRA Custodial Fees
Investment Periodicals and Advisory Fees
Job Search Expenses
Work-related Moving Expenses
Other Expenses
Payment Amount
Date of Payment
Business Name
Total Sales
Advertising
Commissions and Fees
Dues and Publications
Interest Expense
Insurance Expense
Legal and Professional Fees
Office Expense
Office Rent
Equipment Rental
Repairs
Supplies
Taxes
Travel
Meals
Telephone
Utilities
Wages (gross W-2)
Postage
Bank Charges
Auto Expense
Auto Mileage
Did you purchase any business assets? YesNo
Inventory at Beginning of Year
Purchases
Cost of Items for Personal Use
Cost of Labor
Materials and Supplies
Other
Inventory at End of Year
Do you have an automobile that you use for this business? YesNo
Date Vehicle Placed in Service
Was the vehicle available for personal use? YesNo
Was the vehicle available for use during off-duty hours? YesNo
What type of evidence do you have to support these deductions? Written EvidenceOther EvidenceNone
Business Miles Driven During the Year
Commuting Miles Driven During the Year
Total Miles Driven During the Year
Garage Rent
Insurance
Parking Fees
Property Taxes
Tolls
Interest
Gas
Tires
Oil
Lease Payments
Do you use a portion of your home for this business? YesNo
What is the total square footage of your home?
Does your business provide daycare services in your home? YesNo
How many days during the year was the area used?
How many hours per day was the area used?
Was the daycare facility in operation for the entire year? YesNo
Enter here any expenses that pertain exclusively to your office.
Mortgage Interest
Rent
Repairs and Maintenance
Enter here any expenses that pertain to the entire home.
Please enter information for all income producing property rentals. If additional space is needed, add the information to a document and upload it below.
Property Address
Rent Received
Number of Days the Property Was Rented
Number of Days the Property Was Used for Personal Use
Auto and Travel
Cleaning and Maintenance
Commissions Paid
Grounds and Gardening
Management Fees
Association Dues
Pest Control
Legal and Professional
Please attach additional documents below. If you received an electronic document from the issuer, please upload it. If you received a paper document, please scan the document or take a photograph of the document with your smartphone. Make sure the entire page can be read. If the document has multiple pages, please upload it as a pdf.
Tax Document 1
Tax Document 2
Tax Document 3
Tax Document 4
Tax Document 5
Tax Document 6
Tax Document 7
Tax Document 8
Tax Document 9
Tax Document 10
Tax Document 11
Tax Document 12
Tax Document 13
Tax Document 14
Tax Document 15
Tax Document 16
Tax Document 17
Tax Document 18
Tax Document 19
Tax Document 20
Would you like to electronically file your return? YesNo
May the IRS discuss your tax return with your preparer? YesNo
How would you like to receive your refund? Direct DepositCheck
How would you like to pay your tax liability, if one is owed? Direct DepositCheck
Bank Account Number
Bank Account Number (repeat to confirm) Account numbers do not match
Routing Number
Routing Number (repeat to confirm) Routing numbers do not match
Is there anything you would like us to know when preparing your tax return?
I (We, if filing Jointly) acknowledge that the above information provided is true and accurate to the best of my/our knowledge. I/We hereby relieve this tax preparer, its agents and affiliates, from any liability whatsoever, regarding the preparation of this/these tax returns, and agree to hold them harmless from any damages I/We may suffer and understand that my/our sole relief is limited to the return of any fee paid for the preparation of these tax documents. I/we guarantee payment of the preparation fee and any related charges.
Sign this form by typing your name below.