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2020 Tax information
It has been a pleasure working with you over the years, however, I am choosing to pursue other interests after this tax season. I will not be providing any tax services, insurance, or student loan advice after April 15th.
Filing Status?
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Single
Married Filing Joint
Married Filing Separate
Head of Household
Unsure
Personal Email Address
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Confirm Email
*
Cell Phone Number
*
Tax Payer First Name
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Tax Payer Middle Name
*
Tax Payer Last Name
*
Citizenship Status
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US citizen
Resident Alien
Non-Resident Alien
J-1 Visa holder for more than 3 years
J-1 Visa holder for less than 3 years
Date of Birth
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Full Time Student?
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Yes
No
Are you a:
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Physician
Retiree
Near Retiree
WellCare employee
Other
Spouse First Name
Spouse Middle Name
Spouse Last Name
Spouse cell phone
*
Spouse personal email address
*
Citizenship Status (Spouse):
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US citizen
Resident Alien
Non-Resident Alien
J-1 Visa holder for less than 3 years
J-1 Visa holder for more than 3 years
Date of Birth
*
Full Time Student (Spouse?)
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Yes
No
Are you or your spouse a first year medical resident?
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🛈
Yes
No
Street Address
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Apartment Number
City
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State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
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Own or Rent?
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Own
Rent
How did you hear of my services?
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Please select your preferred method of document exchange:
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Online portal (preferred method)
In-person
Mail to 3411 Lacewood Rd, Tampa, FL 33618
Fax to 813-644-4005
Please indicate the best days and times you are available to meet
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In 2020, did you have dependent children (even part year/newborns) or relatives (all year) that lived with you and you provided over 50% of their support?
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Yes
No
Dependent Name
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Date of Birth
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Dependent Name
Date of Birth
Dependent Name
Date of Birth
Dependent Name
Date of Birth
Do you have a foreign residence?
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Yes
No
Do you have foreign bank or investment accounts?
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Yes
No
Did you receive a state tax refund last year?
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Yes
No
How much was your state income tax refund last year?
*
Comments for tax preparer
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