INFORMATION SHEET FOR FILING TAX RETURN

TEL: 714-229-1322 FAX: 714-849-5497

Email: info@taxestoday.net

DO YOU OWN HOUSE YES/ NO ?
IF YES, PLEASE FAX OR EMAIL 1098. AND TAX INFO
DID YOU WORK, Y/N ?
IF YES FAX OR EMAIL THE W2 OR 1099, ETC, & EXPENSES IF ANY
DO YOU OWN BUSINESS, Y/N _? (NO CORPORATIONS)
IF YES, FAX OR EMAIL ALL YOUR BUSINESS INCOME & EXPENSES.
IF YOU, YOUR DEPENDENT OR SPOUSE IS A STUDENT, PLEASE PROVIDE DOCUMENTATION.
IF YOU PAID FOR CHILD CARE, PLEASE PROVIDE A LETTER FROM THE PROVIDER OR
INDIVIDUAL, WITH THERE NAME, TAX ID, SS # TEL # AND ADDRESS.
PROVIDE ANY ADDITIONAL INFO, IF ANY, IN THE BOX BELOW.
NEED HEALTH INSURANCE INFO, (FORM 1095, A, B, C), IF ANY.
NEED COPY OF IDENTIFICATIONS, ID, OR DRIVERS LICENSE

FIRST NAME:

LAST NAME:

MIDDLE INITIAL:

STREET ADDRESS:

CITY:

STATE:

ZIP:

TELEPHONE #:

EMAIL:

SOCIAL SECURITY #:

DATE OF BIRTH:

SPOUSE'S FIRST NAME:

SPOUSE'S LAST NAME:

SPOUSE'S MIDDDLE INITIAL:

SPOUSE'S EMAIL:

SPOUSE'S SOCIAL SECURITY #:

SPOUSE'S DATE OF BIRTH:

YOUR PROFESSION:

SPOUSE'S PROFESSION:

DEPENDENT # 1:

FIRST NAME:

LAST NAME:

MIDDLE INITIAL:

SOCIAL SECURTY #:

DATE OF BIRTH:

RELATIONSHIP:

LIVE WITH YOU FOR LAST 12 MONTHS (Y/N):

IRS REQUIRES PROOF OF RESIDENCE FOR CLAIMING CREDITS----EIC-----CHILD TAX CREDIT,ETC, PLEASE FAX OR EMAIL EVIDENCE

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DEPENDENT # 2:

FIRST NAME:

LAST NAME:

MIDDLE INITIAL:

SOCIAL SECURTY #:

DATE OF BIRTH:

RELATIONSHIP:

LIVE WITH YOU FOR LAST 12 MONTHS (Y/N):

IRS REQUIRES PROOF OF RESIDENCE FOR CLAIMING CREDITS----EIC-----CHILD TAX CREDIT,ETC, PLEASE FAX OR EMAIL EVIDENCE

ADD MORE DEPENDENTS

DEPENDENT # 3:

FIRST NAME:

LAST NAME:

MIDDLE INITIAL:

SOCIAL SECURTY #:

DATE OF BIRTH:

RELATIONSHIP:

LIVE WITH YOU FOR LAST 12 MONTHS (Y/N):

IRS REQUIRES PROOF OF RESIDENCE FOR CLAIMING CREDITS----EIC-----CHILD TAX CREDIT,ETC, PLEASE FAX OR EMAIL EVIDENCE

ADD MORE DEPENDENTS

DEPENDENT # 4:

FIRST NAME:

LAST NAME:

MIDDLE INITIAL:

SOCIAL SECURTY #:

DATE OF BIRTH:

RELATIONSHIP:

LIVE WITH YOU FOR LAST 12 MONTHS (Y/N):

IRS REQUIRES PROOF OF RESIDENCE FOR CLAIMING CREDITS----EIC-----CHILD TAX CREDIT,ETC, PLEASE FAX OR EMAIL EVIDENCE

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