Important Items Needed to Begin Your Tax Return

Please complete the form below

Filing Status:
Taxpayer’s Date of Birth:
Taxpayer’s Date of Birth:
Taxpayer’s Telephone Number.:
Taxpayer’s Telephone Number.:
Home Address:
Home Address:
Spouse - If Applicable
Spouse’s Date of Birth:
Spouse’s Date of Birth:
Spouse’s Telephone Number:
Spouse’s Telephone Number:
All Dependents - If Applicable
Direct Deposit Information for possible Refund:
Where you want your refund direct deposited to if you have a refund.
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.
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
Tax Preparation Fee:
$
Donations to Charity
List each Donation Individually
$
NON-CASH donations (Goods)
clothing, electronics, or furniture, etc.
$
TIPPING DURING OVERNIGHT TRIPS
Each way
$
$
Please Provide a Copy of Last Year’s Tax Return and All Tax Documents you have received.