2025 Client Info

1
Tax Year:
2
Please choose which forms you want to file:
Federal
3
How did you hear about us?* This field is required.
Return Client
Facebook
Flyer/Postcard
Google Search
Friend
Other
4
Your Name* This field is required.Primary Filer's Information
First Name
Last Name
5
Social Security Number / ITIN* This field is required.
Please do NOT use Dashes. Ex: 123456789
6
Date of Birth* This field is required.
Date
Month
Day
Year
7
Phone Number* This field is required.
Area Code
Phone Number
8
Email* This field is required.
example@example.com
9
Occupation* This field is required.
Job Title/ Profession
10
Home Address* This field is required.
Street Address
Apartment / Suite
City
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
11
Can someone else claim you as a dependent?
YESNO
12
Filing Status* This field is required.
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifyng Widow(er)
13
Spouse's Name
First Name
Last Name
14
Social Security Number / ITIN
Please do NOT use Dashes. Ex: 123456789
15
Spouse's date of birth* This field is required.
Date
Month
Day
Year
16
Spouse's phone number
Area Code
Phone Number
17
Spouse's email
example@example.com
18
Spouse's occupation
Job Title/ Profession
19
Are you claiming any dependents?* This field is required.
YESNO
20
21
Bank Account Number

Bank Routing Number
22
Please answer every row* This field is required.
Yes
No
Do you own a business or farm, rental or royalty property, or are you an interest in a partnership, S-Corporation, Trust?
Row 0, Column 0
Row 0, Column 1
Are you or your spouse planning on purchasing a home?
Row 1, Column 0
Row 1, Column 1
Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources?
Row 2, Column 0
Row 2, Column 1
Did you have any debts cancelled or forgiven? (REPOSSESSED VEHICLE - CREDIT CARD)
Row 3, Column 0
Row 3, Column 1
Do you or your spouse OWE IRS, CHILD SUPPORT, STUDENT LOANS, UNEMPLOYMENT?
Row 4, Column 0
Row 4, Column 1
Did you Pay Childcare or Elderly Care?
Row 5, Column 0
Row 5, Column 1
Did you or your spouse WITHDRAW money from your (401 (k), IRA, Qualified Plan, etc.)?
Row 6, Column 0
Row 6, Column 1
Did you, spouse, or dependent have tuition expenses required to attend a college, or trade school?
Row 7, Column 0
Row 7, Column 1
Did you or your spouse have any major purchases last year?
Row 8, Column 0
Row 8, Column 1
Did your bank account information change within the last twelve months?
Row 9, Column 0
Row 9, Column 1
Did you have health insurance with the Marketplace (OBAMACARE) at any time? ** If yes to last question, Please provide Form 1095-A
Row 10, Column 0
Row 10, Column 1
At any time during 2025, did the taxpayer or spouse receive, sell, exchange, or otherwise acquire any stocks or virtual currency (for example, Bitcoin)?
Row 11, Column 0
Row 11, Column 1
Did you pay interest on any financed vehicles for the year 2025?
Row 12, Column 0
Row 12, Column 1
Do you own a business or farm, rental or royalty property, or are you an interest in a partnership, S-Corporation, Trust?
Are you or your spouse planning on purchasing a home?
Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources?
Did you have any debts cancelled or forgiven? (REPOSSESSED VEHICLE - CREDIT CARD)
Do you or your spouse OWE IRS, CHILD SUPPORT, STUDENT LOANS, UNEMPLOYMENT?
Did you Pay Childcare or Elderly Care?
Did you or your spouse WITHDRAW money from your (401 (k), IRA, Qualified Plan, etc.)?
Did you, spouse, or dependent have tuition expenses required to attend a college, or trade school?
Did you or your spouse have any major purchases last year?
Did your bank account information change within the last twelve months?
Did you have health insurance with the Marketplace (OBAMACARE) at any time? ** If yes to last question, Please provide Form 1095-A
At any time during 2025, did the taxpayer or spouse receive, sell, exchange, or otherwise acquire any stocks or virtual currency (for example, Bitcoin)?
Did you pay interest on any financed vehicles for the year 2025?
Yes
Row 0, Column 0
No
Row 0, Column 1
Yes
Row 1, Column 0
No
Row 1, Column 1
Yes
Row 2, Column 0
No
Row 2, Column 1
Yes
Row 3, Column 0
No
Row 3, Column 1
Yes
Row 4, Column 0
No
Row 4, Column 1
Yes
Row 5, Column 0
No
Row 5, Column 1
Yes
Row 6, Column 0
No
Row 6, Column 1
Yes
Row 7, Column 0
No
Row 7, Column 1
Yes
Row 8, Column 0
No
Row 8, Column 1
Yes
Row 9, Column 0
No
Row 9, Column 1
Yes
Row 10, Column 0
No
Row 10, Column 1
Yes
Row 11, Column 0
No
Row 11, Column 1
Yes
Row 12, Column 0
No
Row 12, Column 1
1 of 13
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Provider NameName of caregiver or institution that provided childcare/elderly care
24
Provider's EIN or SSN
25
Provider Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
26
Amount PAID to provider:
27
Income. Check the Income Items Which Pertain to You.* This field is required.
Wages or Salary (W2)
Business Income or Self-Employment (1099 Miscellaneous)
Dividend/Sale of Stocks (1099 DIV/ 1099 B)
Payment Card and Third Party Network Transactions (1099 K)
Unemployment (1099 G)
Pension/Retirement Income (1099 R)
Interest Income (1099 INT)
Rental Income
Farm Income
Social Security Income (SSA 1099)
Lottery or Gambling Income (W-2G)
Alimony Received
Other
28
How many forms of income are you presenting today?
29
Expenses. Check the Expenses Which Pertain to You.
Property Tax
Mortgage Interest/Premium
Business Owner/Self Employed
Education Expense
Monetary/ Non-Monetary Donations
Medical/Dental Expense
Buy or Sale of a Property/Home
Other
30
DayCare Show/Hide Condition
31
Requested Preparer* This field is required.
Any Preparer
Shonna King
Luis Argueta
32
Please Upload Documents Here (Including W2)* This field is required.
Drag and drop files here
Select files to upload
Cancelof
33
Please Upload Goverment Identification / Driver License* This field is required.
Drag and drop files here
Select files to upload
Cancelof
34
PLEASE ANSWER THE FOLLOWING
Yes
No
CAN ANYONE ELSE CLAIM YOUR DEPENDENT?
Row 0, Column 0
Row 0, Column 1
DID YOUR CHILD LIVE WITH YOU MORE THAN 1/2 THE YEAR ?
Row 1, Column 0
Row 1, Column 1
CAN ANYONE ELSE CLAIM YOUR DEPENDENT?
DID YOUR CHILD LIVE WITH YOU MORE THAN 1/2 THE YEAR ?
Yes
Row 0, Column 0
No
Row 0, Column 1
Yes
Row 1, Column 0
No
Row 1, Column 1
1 of 2
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*****GENERALLY, YOU MAY NOT CLAIM HEAD OF HOUSEHOLD UNLESS DEPENDENT/CHILD LIVED WITH YOU MORE THAN 1/2 THE YEAR, EVEN IF YOU SUPPORT THEM*****
Yes
No
ARE YOUR DEPENDENTS A CITIZEN, RESIDENT, OR NATIONAL OF US?
Row 0, Column 0
Row 0, Column 1
WERE ANY CREDITS DISALLOWED IN A PREVIOUS YEAR ?
Row 1, Column 0
Row 1, Column 1
CAN YOU PROVIDE DOCUMENTATION IF ASKED FOR PROOF ?
Row 2, Column 0
Row 2, Column 1
ARE YOUR DEPENDENTS A CITIZEN, RESIDENT, OR NATIONAL OF US?
WERE ANY CREDITS DISALLOWED IN A PREVIOUS YEAR ?
CAN YOU PROVIDE DOCUMENTATION IF ASKED FOR PROOF ?
Yes
Row 0, Column 0
No
Row 0, Column 1
Yes
Row 1, Column 0
No
Row 1, Column 1
Yes
Row 2, Column 0
No
Row 2, Column 1
1 of 3
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ATTACH AS MANY OF THE FOLLOWING DOCS YOU HAVE:
SCHOOL RECORDS on school letterhead including dependent/child's name, address, and 2025 YEAR attendance.
Landlord or LEASE statement including taxpayer AND dependent/child as a resident for 2025 YEAR
HEALTH CARE provider statement or Medical record, including PARENT/GUARDIAN'S name, dependent/child's name, address, and 2025 YEAR
GOVERNMENT BENEFITS/ASSISTANCE, including PARENT/GUARDIAN'S name, dependent/child's name, address, and 2025 YEAR
PROOF OF PAYMENT for housing or utility bills, including PARENT/GUARDIAN'S name, and ADDRESS for 2025 YEAR
37
Please Upload Documents Here
Drag and drop files here
Select files to upload
Cancelof
38
READ AND ACKNOWLEDGE THESE ARE ALL TRUETo be your dependent, a person must be either your qualifying child or your qualifying relative. AND ● Didn’t provide more than half of his or her own support for the year. ● Is your child, stepchild, foster child, brother, sister, stepbrother, stepsister, or a descendant of any of them. ● Lived with you for more than half of the year. ● Was under age 19 at the end of the year and younger than you. ● Was under age 24 at the end of the year, a student, and younger than you. ● Was any age and permanently and totally disabled. ● Didn’t file a joint return with his or her spouse. By initialing below, you agree that the above statements are true.
Clear
39
Engagement Letter Income Tax Services* This field is required.
40
Tax Payer's Signature* This field is required.
Clear
41
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Spouse's Signature
Clear
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