Important Items Needed to Begin Your Tax Return

Please complete the form below

Filing Status:

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Widow

Taxpayer’s Name (Your Name) as shown on your Social Security Card:

Taxpayer’s Social Security Number:

Taxpayer’s Date of Birth:

YYYY

Taxpayer’s Job Title:

Taxpayer’s Telephone Number.:

(###)

###

####

Taxpayer’s E-mail Address:

Home Address:

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Spouse - If Applicable

Spouse’s Name as shown on Spouse’s Social Security Card:

Spouse’s Social Security Number:

Spouse’s Date of Birth:

YYYY

Spouse’s Job Title:

Spouse’s Telephone Number:

(###)

###

####

Spouse’s E-mail Address:

All Dependents - If Applicable

Dependent’s Names, Social Security Number, Date of Birth, Age, Relationship to You.

Is Dependent a Student?

Did Dependent live with you for the entire year?

Did the Dependent have Day Care?

Direct Deposit Information for possible Refund:

Bank Name

Where you want your refund direct deposited to if you have a refund.

Bank Routing Number:

Your bank routing number is a nine-digit code. It's the first set of numbers printed on the bottom of your checks, on the left side.

Bank Account Number:

Your account number (usually 10-12 digits) is specific to your personal account. It's the second set of numbers printed on the bottom of your checks, just to the right of the bank routing number.

Type of Bank Account

Checking

Savings

Other

If Other, please specify

Tax Preparation Fee:

Amount paid for Tax Preparation for last year’s tax return?

Donations to Charity

List each Donation Individually

Name of recipient of cash donation(s):

Amount of cash donation(s):

NON-CASH donations (Goods)

clothing, electronics, or furniture, etc.

Name of recipient of Non-cash donation(s):

Date(s) Non-Cash donation(s) donated:

Address of recipient of Non-cash donation(s):

List of Goods Donated:

Amount you feel the donation(s) is (are) worth?

TIPPING DURING OVERNIGHT TRIPS

How much is your average tip one way to the Van/Limo Driver?

Each way

How much is your average tip to Housekeeping each layover?

Any other info

Please Provide a Copy of Last Year’s Tax Return and All Tax Documents you have received.

Important Items Needed to Begin Your Tax Return

Please complete the form below

310-386-8730