English
Español
(
Spanish
)
Search
Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt
Home
Our Services
Accounting
Consulting
Bookkeeping
Income Tax Returns
Crypto Currency Taxes
Remote File@Home
Tax Forms
Tax Information Form
Business Form
Rental Form
Secure Portal
Vital Pages
Refund and E-File Info
Federal Refund
State Refund
E-File Questions
Posters and Employee Tax Forms
Workplace Posters
Employee Tax Forms
Subcontractor Tax Forms 1099 NEC
Tax FAQs
Incorporating Your Business
Other Important Info
Site Map list of pages
Our Privacy Policy
Contact Us
Directions
Testimonials
Blog
Stories
330-733-1040
English
Spanish
TAXPAYER INFORMATION FORM
TAXPAYER INFORMATION FORM
Did you file your taxes with us last year?
Yes
No
Did you receive, sell, exchange or otherwise acquire any Crypto Currency?
Yes
No
Select Form Type
Short Form
Long Form
Business
Rental(s)
Stocks
General Questions
Name
DOB
Social Security Number
Email
Phone
Driver License
Issue Date
Expire Date
Do you have a spouse?
Yes
No
Spouse Name
DOB
Social Security Number
Email
Driver License
Issue Date
Expire Date
Current Address
City
State
Zip
What “City” if any, should we file for your local tax return.
Filing Status
MARRIED/Do it the best way!
MARRIED/JOINT
MARRIED/SEPARATE
HEAD OF HOUSEHOLD
SINGLE
PARENTS CLAIM ME (student)
Dependents
Do you have Dependents?
Yes
No
Tax Form Questions
Did you receive a 1095 A form for your Affordable Care Act insurance?
Yes
No
Please Include Form if you received it
Did you receive any Advanced Health Care payments from the government?
Yes
No
Please Include Form if you received it
Were you notified by the IRS that you are required to complete a “Certification” for the Earned Income Credit? (EIC)
Yes
No
Please Include Form if you received it
Could any other person claim your children this tax year?
Yes
No
Please Include Form if you received it
Day Care? Form Enclosed? Whom to? Address? SS#? Amount
Yes
No
Please Include Form if you received it
Education Credit/Tuition Form Enclosed?
Yes
No
What year of school?
- Select -
1
2
3
4
5+
Please Include Form if you received it
Do you have a long form?
Yes
No
Long Form Only Questions
Mortgage Interest
Yes
No
Real estate taxes
Yes
No
Charity Donations
Yes
No
Other Notes
Personal Security Code
Submit
Menu
