Tax Preparation Interview Sheet

Your Full Name

Date Of Birth

Social Security Number

Enter your Phone No

Address

Zipcode

Email Address

Spouse Full Name

Spouse Social Security Number

Spouse Date Of Birth

Filing Status Filing Status Single Married Divorced Others- Please explain in comments

Comments

Dependent 1 (Children, Parents or any relative younger than you and stayed with you all 2024) 1. Enter your Full Name | 2. Social Security Number | 3. Date of Birth | 4. Relationship Dependent 1 (children, Parents or any relative younger than you and stayed with you all 2024)

Dependent 2 (Children, Parents or any relative younger than you and stayed with you all 2024) 1. Enter your Full Name | 2. Social Security Number | 3. Date of Birth | 4. Relationship Dependent 2 (children, Parents or any relative younger than you and stayed with you all 2024)

Dependent 3 (Children, Parents or any relative younger than you and stayed with you all 2024) 1. Enter your Full Name | 2. Social Security Number | 3. Date of Birth | 4. Relationship Dependent 3 (children, Parents or any relative younger than you and stayed with you all 2024)

Dependent 4 (Children, Parents or any relative younger than you and stayed with you all 2024) 1. Enter your Full Name | 2. Social Security Number | 3. Date of Birth | 4. Relationship Dependent 4 (children, Parents or any relative younger than you and stayed with you all 2024)

Please tell us if any tax situation changed in your life last year. (example: Newborn, death, divorce, new home, stock transaction, digital asset transactions etc.)

Did you do any Business in 2024? Did you do any Business in 2024? Yes No

If yes, please provide the details below. If yes, please provide the details below. Business not registered with any state (Not required) LLC S- Corporation Others (Provide the type of business, product or service sold)

others

All W-2s (both spouses if married) File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Any 1099 forms File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Mortgage Interest tax documents 1098 File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Education expense – Form 1098T File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Property taxpaid documents File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Charitable contribution letter or amounts (must be supported in writing) File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Copy of state issued IDs for both spouses. File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Copy of a ‘void’ check or direct deposit form with bank RT and account numbers (Bank account must be under your name for IRS to process your refund or payment) File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Any other tax related documents not listed above. File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB

Prior year tax return if available File InputChoose FilesNo Files ChosenAccepted file types: jpg, jpeg, jpe, png, pdf, zip. Max. file size: 200 MB