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Submit On-Line Documents

2020 Tax Questionnaire

Upload Additional Files

Download Documents to Submit

Self-Employed Worksheet

Entertainer Worksheet

Clergy Worksheet

Educator Worksheet

Beauty Services Worksheet

Construction Worker Worksheet

Law Enforcers Worksheet

Medical Expenses Worksheet

Nurses & Medical related Worksheet

Real Estate Agents Worksheet

Rental & Property Worksheet

Sale of Property Worksheet

Schedule Appointments

Tax preparation consultations are scheduled in 30 min. blocks.

Other types of consultations are available in 30 min. blocks and may require additional fees.

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2020 Tax Info Sheet

    Social Security Number *
    Birthdate *
    Spouse Social Security Number
    Spouse Birthdate
    Address 1 *
    Address 2
    Home Phone Number *:
    Work Phone Number:
    Cell Phone Number*:
    Spouse Cell Phone Number:
    Your Email *
    Total of Dependents
    Number of Children
    Non-Children

    >>>>>>>> Dependents <<<<<<<<

    Dependent #1 First Name
    Dependent #1 Last Name
    Dependent #2 First Name
    Dependent #2 Last Name
    Dependent #3 First Name
    Dependent #3 Last Name
    Dependent #4 First Name
    Dependent #4 Last Name

    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>><<<

    Did you receive Unemployment?:
    How many W-2's received?:
    Any 1099's?:
    How many 1099's?:
    Cash out a retirement?:
    Health care all year?:
    Employer paid health?:
    Health care stmt attchd?:

    >>>>>>> CHILD CARE <<<<<<<<

    Name:

    Address:

    >>>>>>>> DONATIONS / CHURCH <<<<<<<<

    Name:

    Address:

    Amt donated:

    >>>>>>>> SCHEDULE C INFORMATION (Sole Proprietor) <<<<<<<<

    Business Name:

    Business Address:

    Bus. Tax ID:

    >>>>>>>> Landlord (If you rent) <<<<<<<<

    Landlord Name:

    Landlord Address:

    Landlord phone:

    >>>>>>>> BANK INFORMATION FOR DIRECT DEPOSIT <<<<<<<<

    Bank Name:

    Bank Account#:

    Bank Routing#:

    Account Name:

    Deposit into?:

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