Our goal is to help you pay the least amount of taxes legally possible. To help us achieve this goal, we are continuing to partner with Complete Tax Plus for all of your tax filing needs. To ensure optimum tax service and to maintain accurate records, please complete the following: Taxpayer Full Name(Required) Taxpayer Social Security Number:(Required) Date of Birth:(Required) MM slash DD slash YYYY Spouse/Joint Filer Full Name Social Security Number: Date of Birth: MM slash DD slash YYYY Home Address(Required) City(Required) State(Required)AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificZip Code(Required) Email Address(Required) Phone(Required)Dependents Information:First NameMILast NameDate of BirthSSNRelationship Add RemoveTax Preparation Service(Required) Personal Tax Preparation Business Tax Preparation- Single Member LLC/Sole Proprietorship Business Tax Preparation- Form 1065 (Partnership/2+Member LLC) Business Tax Preparation- Form 1120s (S-Corp) Business Tax Preparation- Form 1120s (Corporation) Filing Status:(Required) Single Married Filing Jointly Head of Household Married filing Separately Qualifying Widower with Dependent Child Your Occupation:(Required) Employer:(Required) Spouse Occupation: Employer: Did you have health insurance during the tax filing year?(Required) Yes No Please upload all applicable forms below: Work:W2, 1099, 1099K, etc. Drop files here or Select files Max. file size: 64 MB. Insurance: Yearly Statement Drop files here or Select files Max. file size: 64 MB. Unemployment/Government:1099G Drop files here or Select files Max. file size: 64 MB. Retirement:1099R Drop files here or Select files Max. file size: 64 MB. School:1098T, 1098E Drop files here or Select files Max. file size: 64 MB. Driver License/ Government Issued ID Drop files here or Select files Max. file size: 64 MB. Charitable Giving: Receipt/Statement Drop files here or Select files Max. file size: 64 MB. Property Taxes Drop files here or Select files Max. file size: 64 MB. The most common items needed for filing have been listed above. You may have received additional forms/items not listed above that are required for filing. Please upload any additional form(s)/notice(s) pertaining to your 2019 income or taxes below: Additional forms: Mortgage Interest Drop files here or Select files Max. file size: 64 MB. Additional forms Drop files here or Select files Max. file size: 64 MB. Additional forms Drop files here or Select files Max. file size: 64 MB. Additional forms Drop files here or Select files Max. file size: 64 MB. Additional forms Drop files here or Select files Max. file size: 64 MB. Additional forms Drop files here or Select files Max. file size: 64 MB. If you are filing business income, please complete the following:Business Income Yes No Business Name: Business Address: Business Gross Income: Advertising Expenses: Office Expenses: Cell Phone Annual Expense: Commissions & Fees: Rent or Lease: Repair & Maintenance amount: Travel: Meals: Vehicles, Machinery, Equipment: Office Expenses: Utilites: Wages: Legal & Professional Services: If work from home, office square footage: Upload Receipts: Drop files here or Select files Max. file size: 20 MB, Max. files: 10. Additional Notes/Additional InfoIf you are due an income tax refund, how would you like it to be received?(Required) Check Deposit Card If you would like to have your income tax direct deposited, enter your info below:Bank Name: Routing #: Account #: Account Type Checking Saving I attest that all information provided on this intake form is true and accurate to the best of my knowledge and is subject to possible IRS and/or State review. You will receive a cost estimate for income tax filing fees prior to filing. I understand that I am solely responsible for all tax filing fees due at the time of service no later than 30 days after transmission of information to the IRS. Complete Tax Plus, LLC will take all necessary steps to collect unpaid filing fees and outstanding debts (including reporting to our collection department). Name:(Required) Date:(Required) MM slash DD slash YYYY CommentsThis field is for validation purposes and should be left unchanged.
