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? *

Personal Email Address *

Confirm Email *

Cell Phone Number *

Tax Payer First Name *

Tax Payer Middle Name *

Tax Payer Last Name *

Citizenship Status *

Date of Birth *

Full Time Student? *

Are you a: *

Spouse First Name

Spouse Middle Name

Spouse Last Name

Spouse cell phone *

Spouse personal email address *

Citizenship Status (Spouse): *

Date of Birth *

Full Time Student (Spouse?) *

Are you or your spouse a first year medical resident? * 🛈

Street Address *

Apartment Number

City *

State *

Zip Code *

Own or Rent? *

How did you hear of my services? *

Please select your preferred method of document exchange: *

Please indicate the best days and times you are available to meet *

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? *

Dependent Name *

Date of Birth *

Dependent Name

Date of Birth

Dependent Name

Date of Birth

Dependent Name

Date of Birth

Do you have a foreign residence? *

Do you have foreign bank or investment accounts? *

Did you receive a state tax refund last year? *

How much was your state income tax refund last year? *

Comments for tax preparer

0/150 words