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    We’re sorry but due to system requirements this form can not be completed via a mobile device.  In order to complete this tax questionnaire  you will have use a desktop/laptop computer.

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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?:

      Select your files one at a time, 2mb file size limit per file