All Book Keeping And Taxes – All Book Keeping And Taxes

A. Primary Taxpayer Information

1. First Name *

2. Middle Name

3. Last Name *

4. Social Security Number *

5. Date of Birth *

6. Driver’s License # *

7. State *

8. Issue Date *

9. Expiry Date *

10. E-mail Address *

11. Occupation

12. Can anyone claim you as dependent?

Yes

No

13. Were you married as of Dec 31st, 2025?

Yes

No

14. If married, lived together?

Yes

No

15. Address *

16. State*

17. Zip*

18. Phone (Day)*

19. Phone (Eve)

B. Spouse Information NOT APPLICABLE

1. First Name

2. Middle Name

3. Last Name

4. Social Security Number

5. Date of Birth

6. Driver’s License #

7. State

8. Issue Date

9. Expiry Date

10. E-mail Address

11. Occupation

12. Can anyone claim you as dependent?

Yes

No

13. Were you married as of Dec 31st, 2025?

Yes

No

If no, when did you separate (MM/DD/YYYY)?

14. Address (if different)

15. State

16. Zip

17. Phone

C. Dependent NOT APPLICABLE

S. No.	Dependent Name	Date of birth (YYYY/MM/DD)	Social security number	Relationship	Months lived with you in 2025
1
2
3
4

5. Can anyone else claim the dependent(s) listed above?

Yes

No

D. How many of each of the following income statements/types do you have for 2025? NOT APPLICABLE

1. Number of W2(s)

2. 1099-R

3. K-1 S-Corp, Part, Estate

4. 1099-INT (Interest)

5. SSA-1099

6. Alimony received

7. 1099-DIV (Dividend)

8. 1099-B

9. Railroad retirement

10. 1099-MISC/IRA/401K

11. Rental income

12. 1099-C Cancellation of debt

13. 1099-NEC

14. Installment sales

15. 1099-G unemployment/refund

16. Like-kind exchanges

17. Other income

18. Self-employed?

Yes

No

E. Check all the following life changes that may apply for 2025 NOT APPLICABLE

F. Check any of the credit or deduction items that may apply for 2025 (whole $ numbers) NOT APPLICABLE

1. Daycare expenses

$

2. Real estate taxes-land/home

$

3. Alimony paid

$

4. Medical expenses

$

5. Unreimbursed biz exp

$

6. Estimated taxes paid

$

7. Education expenses 1098-T

$

8.State taxes

$

9. Student loan interest

$

10. Home mortgage interest

$

11. Personal property taxes

$

12. IRA contribution

$

13. Disaster loss

$

14. Charitable contributions

$

15. Foreign taxes paid

$

G. Other Questions NOT APPLICABLE

1. Do you have IRS notice 1444, your economic impact payment? (Stimulus check)

Yes

No

2. Did any of your dependents, or anyone on your behalf purchase health insurance from the marketplace

Yes

No

3. If yes, do you have your form 1095-A?

Yes

No

4. Do you or your spouse owe the IRS or have student loan debt?

Yes

No

H. Notes & Explanations NOT APPLICABLE

A. If applicable, why is the absent parent not claiming the child?

B. If you have a low income, do you have housing assistance, SNAP food assistance, gifts from family?

C. How were the business income and expenses determined?

D. If disabled dependent > 24 years age, provide doctors note or government doc?

E. If applicable, why are there no childcare expenses for children under 5 years of age?

G. Are there any cash incomes that are not listed above such as tips etc.? (If so, amount $)

2025 Standard deductions: S/MFS $15,750 | MFJ/QSS $31,504 | O $23,625

2025 EITC Maximum credit by children: 0: $649 | 1: $4,428 | 2: $7,152 | 3+: $8,046

EARNED INCOME TAX CREDIT Requirements:

Relationship test
Ages test: Under 19 or FT student under 24 (cannot file joint return, unless filing for taxes withholding)
Residency: More than 6 months child must have valid SSN (No ATIN or ITIN)

We prepare your return from the information you provide for us, without verification. Incorrect information will delay your refund. Keep all records in accordance with the IRS requirements. Upon examination of the return authorities, request may be made for underlying data.

I. Enclosures & Uploads *

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Driver’s license, Dependent records, Report cards, etc.

Enclosures Required:

Copies of Driver’s license or state photo ID (Required)
Copies of dependents records of evidence of living with you, children report cards or birth certificates etc.
Copies of all W2, 1099s, Income and tax statements
Copy of last year’s federal and state return filed and refund received.

J. Certification & Signature

I certify that all the information provided is true and accurate to the best of my knowledge. *

Primary Taxpayer Signature *

Date *

Spouse Signature

Date *

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TAX INITIAL Form

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