"Personal Tax Preparation Application Form - Tax Depot"

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Date
Last Serviced
______________
_____________
For Office Use Only
Application: Personal Tax Preparation
Primary Taxpayer
-
-
__________________________
________________________
_____
___________
_________________
_____________
Last Name
First Name
M. I.
D.O.B.
SSN #
Occupation
Spouse
-
-
/
/
__________________________
________________________
_____
___________
_________________
_____________
Last Name
First Name
M. I.
D.O.B.
SSN #
Occupation
Address
Yes
No
________________________________________
_________________________
______
___________
_____________
Street Address
City
State
Zip
Own home?
Contact Information
(
)
-
(
)
-
__________________________
__________________________
____________________________________________
Cell Phone
Home / Business Phone
Email Address
(Circle One)
Filing Status
Driver's License - Primary
Driver's License - Spouse
Issue Date
Issue Date
Single
No.
No.
Married
State
State
Head of Household
Expiration
Expiration
Married Filing Separate
Banking
Information*
*
*
If banking information is left blank, your refund check will be mailed.
____________________________
____________________________
____________________________
Checking
Bank Name
Routing Number
Account Number
Savings
Dependent Information
Relationship
College Student?
Name
SSN #
D.O.B.
Yes
No
Yes
No
Yes
No
Yes
No
Dependent's College
Dependent's Childcare Provider
Provider Name
College Name
Address
College Name
EIN / SSN #
Phone
Mother's Maiden Name
Dependent Name
Primary
Amount Paid
Spouse
The purpose of this form is to gather information to be used to prepare your tax return. All information is implicitedly protected and will not be used except for that
purpose. Applicant, by the use of this form, gives Tax Depot Financial Services permission to transmit the tax return to the IRS and/or EPS Financial.
Phone: 770. 641. 8814
Fax: 770. 587. 4339
Email: tax-depot@mindspring.com
Signature ___________________________________________
Date
Last Serviced
______________
_____________
For Office Use Only
Application: Personal Tax Preparation
Primary Taxpayer
-
-
__________________________
________________________
_____
___________
_________________
_____________
Last Name
First Name
M. I.
D.O.B.
SSN #
Occupation
Spouse
-
-
/
/
__________________________
________________________
_____
___________
_________________
_____________
Last Name
First Name
M. I.
D.O.B.
SSN #
Occupation
Address
Yes
No
________________________________________
_________________________
______
___________
_____________
Street Address
City
State
Zip
Own home?
Contact Information
(
)
-
(
)
-
__________________________
__________________________
____________________________________________
Cell Phone
Home / Business Phone
Email Address
(Circle One)
Filing Status
Driver's License - Primary
Driver's License - Spouse
Issue Date
Issue Date
Single
No.
No.
Married
State
State
Head of Household
Expiration
Expiration
Married Filing Separate
Banking
Information*
*
*
If banking information is left blank, your refund check will be mailed.
____________________________
____________________________
____________________________
Checking
Bank Name
Routing Number
Account Number
Savings
Dependent Information
Relationship
College Student?
Name
SSN #
D.O.B.
Yes
No
Yes
No
Yes
No
Yes
No
Dependent's College
Dependent's Childcare Provider
Provider Name
College Name
Address
College Name
EIN / SSN #
Phone
Mother's Maiden Name
Dependent Name
Primary
Amount Paid
Spouse
The purpose of this form is to gather information to be used to prepare your tax return. All information is implicitedly protected and will not be used except for that
purpose. Applicant, by the use of this form, gives Tax Depot Financial Services permission to transmit the tax return to the IRS and/or EPS Financial.
Phone: 770. 641. 8814
Fax: 770. 587. 4339
Email: tax-depot@mindspring.com
Signature ___________________________________________
Individual Return Tax Checklist
Before gathering documents for your tax return, go through this checklist to help you save time and energy. Focus
on the categories that apply to you and provide that information to Tax Depot for the completion of your tax return.
First-Time Clients
Tax Depot Personal Tax Preparation Application Form
If alimony paid, Ex-spouse's name, social security number & amount of alimony paid
Photocopy of your, your spouse's, and you dependent(s)' social security cards
Photocopy of your and your spouse's valid driver's license
Copy of previous year's tax return (all forms & schedules)
Previous Years' Tax Preparation Expense
Voided check (for direct deposit purposes)
All Clients
Tax Depot Individual Tax Preparation Application
Itemized Deductions
Photocopy of your, spouse's and dependent(s)' social security card
Un-reimbursed Employment Expenses
Photocopy of a valid driver's license
Un-reimbursed Volunteer Expenses
Employer Information
Charitable Contributions
Wage Statements (W-2 Form)
Home Mortgage Interest (1098 Form)
Income
Casualty & Theft Losses
Social Security Income (1099-SSA, RRB-1099 Form)
Employment Educational Expenses
Unemployment Income (1099-G Form)
Employment Search Expenses
Retirement/Pension of 401K Income (1099-R Form)
Medical & Dental Expenses
Interest & Dividend Income (1099-INT, 1099 OID, 1099-DIV Form)
Investment Expenses
Sale of stocks, bonds, etc. Income (1099-B Form)
Moving Expenses
Investments Income (Schedule K-1 1065, Schedule K-1, 1120-S Form)
Childcare Expenses & Provider Information
Miscellaneous Income
Tax I.D. Number
Gambling & Lottery Winnings Income (W-2G Form)
Full Mailing Address
Alimony Income
Telephone Number
Rental Property Income (1099-Misc Form)
Adoption Costs
Other Miscellaneous Income
Education Costs (1098 Form)
Jury Duty Income
Student Loan Interest (1098-E Form)
Prizes & Awards Income (1099-Misc Form)
IRA Contributions
Scholarships & Fellowships Income
Medical Savings Account Contributions
Property Tax
Phone:
770-641-8814
Fax:
770-587-4339
Ad Valorem (Car Tag) Tax
Email:
tax-depot@mindspring.com
Refinanced Mortgage Settlement Statement
Business Return Tax Checklist
Before gathering documents for your tax return, go through this checklist to help you save time and energy. Focus on
the categories that apply to you and provide that information to Tax Depot for the completion of your tax return.
First-Time Clients
Tax Depot Business Tax Preparation Application Form
Photocopy of your social security card
Photocopy of your valid driver's license
Copy of previous year's tax return (all forms & schedules)
Previous Years' Tax Preparation Expense
All Clients
Tax Depot Business Tax Preparation Application Form
Expenses
Bank
Statements*
Estimated Tax Paid (1040ES, 500ES Forms)
Financial Statements
Local Transportation/Travel Expenses
Balance Sheet
Public Transportation, Parking, Tolls Expense
Income Statement
Car Mileage
Quicken® or Quickbooks® Backup
Airfare, Hotel, Meals, Tips, etc. Expense
Year-End Payroll Report
Legal & Professional Expenses
List of assets purchased during year
Insurance Expenses
Name of asset
Advertising Expenses
Purchase date of asset
Office Expenses (Rent, Internet, paper, pens, etc.)
Cost of asset
Home Office
List of business
expenses*
Square footage of home office
Square footage of home
Home Repairs, Mortgage Interest, Utilities
*Bank Statements are in lieu of financial statements, Quicken® or
Quickbooks® Backup, and list of business expenses.
Wages Paid
*List of business expenses are in lieu of financial statements,
Employees’ Wage Statements (W2, W3 Forms)
Quicken® or Quickbooks® Backup, and bank statements.
Contractors’/Subcontractors’ Payments (1096, 1099-Misc Forms)
Rental Property
Income
Rental Property Settlement Statement (Hud-1 Forms)
Income
Mortgage Interest (1098 Form)
Rent Received
Cleaning, Maintenance, Supplies & Repairs Expense
Rental Property Purchase & Sales (Hud-1, 1099S Forms)
Management & Utilities Expense
Appraisal, Commissions, HOA & Condos expense
Phone:
770-641-8814
Fax:
770-587-4339
Real Estate Tax
Email:
tax-depot@mindspring.com
County & City
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