Thank you for trusting us with the preparation of your tax return. It is crucial that you provide all the information requested in this form to assist our certified staff in completing your return accurately. If you have any questions, please do not hesitate to ask. Kindly ensure you have the following details ready:
Tax information such as Forms W-2, 1099, 1098
Social security cards or ITIN letters for you and all persons on your tax return.
Proof of identity (government issued photo ID such as driver's license, state ID or other photo ID).
Part 1: Your Personal Information
This section pertains to information about your spouse. If you are not legally married, please skip this portion.
Part 2: Dependent Information
Please provide a list of all individuals whom you supported during the last tax year, both inside and outside of your home. If you require additional space, please indicate so and use an additional page for supplementary information.
Part 3: Bank Information
Please answer accordingly.
Upload all supporting documents sign, and hit submit located at the end.
Only answer the next set of questions if you are self-employed. If not slide to the end and hit Submit.
5 STARR TAX PROFESSIONALS
Sole Proprietor Information Sheet