Full Name *

Social Security Number *

Date-of-Birth *

Email *

Cell Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Occupation *

Address *

City *

State *

Zip Code *

Drivers License or State ID Number *

Drivers License or State ID (Issue State) *

Issue-Date *

Expiration-Date *

Have you been a victim of identity theft AND been given an Identity Theft Protection (PIN) by the IRS? If Yes, enter the six digit identity protection PIN number.

Spouse Full Name

Spouse Social Security Number

Spouse Date-of-Birth

Spouse Email Address

Spouse Cell Phone Number

What is your Filing Status?

Spouse Driver's License or State ID Number

Spouse Driver's License or State ID (Issue State)

Spouse Driver's-License or State-ID Issue Date

Spouse Driver's-License or State-ID Expiration Date

Has you the spouse been a victim of identity theft AND been given an Identity Theft Protection (PIN) by the IRS? If Yes, enter the six digit identity protection PIN number.

Spouse Occupation

Are you claiming any dependents that you provided MORE THAN HALF the support for? if so, fill out their information below:

Dependent #1 Full Name

Dependent #1 Social Security Number

Dependent #1 Date-of-Birth

Dependent #1 Relationship

How long did dependent #1 live in your home during the tax year?

Full Legal Name(s) of Biological Parent(s)

Dependent #2 Full Name

Dependent #2 Social Security Number

Dependent #2 Date-of-Birth

Dependent #2 Relationship

How long did dependent #2 live in your home during the tax year?

Full Legal Name(s) of Biological Parent(s) for Dependent #2

Dependent #3 Full Name

Dependent #3 Social Security Number

Dependent #3 Date-of-Birth

Dependent #3 Relationship

How long did dependent #3 live in your home during the tax year?

Full Legal Name(s) of Biological Parent(s) for Dependent #3

Do you have a signed IRS Form 8332? (Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent)

Will you claim the Child Care Deduction for this Tax Year?

Please upload Child Care letter that includes Full Legal Name, Social Security Number (Tax ID) Address, Phone number, and amount per child.

Are you, your spouse, or any dependent listed on your tax return disabled?

What is the nature of the disability?

If a dependent listed is declared disabled, are you or your spouse listed as the Social Security Representative Payee for the dependent?

Did you or your spouse pay out of pocket for any uncovered Medical Expenses for the disabled dependent, if so, enter the amount for the year?

Did you file your 2022 Tax Return?

Did you receive your expected refund?

Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?

Was your tax return completely offset last year?

I understand that if my Tax Refund is offset for any reason, I am responsible to remit payment to Sophisticated Tax Lab within 30 days or my account will be subject to collections activities. Please sign below. *

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Will you be filing more than one STATE return? If so, Which State?

Would you like to apply for a tax loan up to $6000?

How would you like to receive your tax refund? *

How would you like to pay for your Tax Services? *

Name on the Account

Bank Name

Account Number

Routing Number

Bank Type

Checking

Savings

All information that I have provided to Sophisticated Tax Lab on this Client Data Form is true and accurate to the best of my knowledge. Please sign below. *

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Upload Valid Drivers License or State ID *

Upload Vaild Drivers Licenses or State ID for all Adults

Upload Social Security Card(s) for All *

Upload All Social Security Card(s) for All

Upload Dependents Birth Certificates

Upload W-2 Form(s)

Upload All W-2 Form(s)

Upload 1099-G Unemployment Form

Upload 1099-NEC Form(s) Contract/Self Employment Workers

Were you, your spouse or any of your dependents enrolled at least part time in an accredited College, Trade School or University in 2023?

Name of accredited College, Trade School or University.

How many years of school have been completed prior to December 31. 2023

Attended College 2023? Upload 1098-T Form(s)

Paid Student Loan Interest? Upload Form(s) from Student Loan Payments

Did you purchase your FIRST home in 2023?

Did you pay Real Estate Taxes in 2023?

Did you pay Mortgage interest for your home in 2023?

Did you pay Property Taxes for your home in 2023?

Did you pay upkeep and repair expenses for your home in 2023?

Did you pay Property Insurance for your home in 2023?

Did you make ENERGY IMPROVEMENTS to your MAIN HOME in 2023? If so, enter the amount.

Own a Home? Upload 1098 Form(s)

Did you receive interest income? Upload Form 1099-INT

Upload Proof of Medical Insurance (Form 1095-A, 1095-B, 1095-C)

Did you make investment or pay Capital Gains? Upload 1099-B or 1099-DIV

Have you traded. engaged in any stocks or any crypto currency (Coinbase, Robinhood, Cashapp, etc.)?

Please upload any stock and or currency forms.

Did you RENT? If YES, how many months and Amount Paid in 2023?

Did you pay Renters Insurance? If Yes, amount paid in 2023.

Did you purchases a NEW Vehicle after February 16, 2023? If Yes, Amount.

Charity Contributions (if any) in 2023? Amount Paid to Who?

Did you start or operate a business? Please be advised you will have to submit and complete additional forms if you require a Business Tax Filing

Taxpayer Signature *

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Date-Taxpayer-Signed *

Spouse Signature

Clear

Date-Spouse-Signed

Choose Your Tax Professional *