PLEASE DO NOT FILL THIS OUT UNTIL AFTER JANUARY 25TH since some info may change

• 1) CLIENT NAME(s) ______________________________________________

 

• 2) Did you get married, divorced, adopt or have any children in 2020 - details required  
• _____________________________________________________________  

 

• 3) ​Did you move in 2020 - details required
• _____________________________________________________________ 

 

• 4) Were you required to remotely work from home due to Covid in 2020 - for how many months
• _____________________________________________________________

 

• 5) Last 4 numbers of your Banks routing number   ______________

 

• 6) Last 4 numbers of your Bank checking/savings account number   ______________
  • If we did not do your taxes last year we need your full account #_________________

 

• 7) Cell Phone # _______________________

 

• 8) Email  ____________________________

          We have your Drivers License # on file but need the following information updated:

• 9) Your D/L ISSUE Date  _____________         11) Spouse's D/L ISSUE Date  ________________
• 10) Your D/L EXPIRATION Date _________      12) Spouse's D/L EXPIRATION Date ____________

​

        Stimulus payments must be matched up to be certain you received the amount you were entitled to
        The payment(s) must be reconciled to complete your return - Payments are NOT to be paid back     

• 13) Did you receive a Stimulus payment(s) - approx. when and how much
• _________________________________________________________________


• 14) Did your spouse receive a Stimulus payment(s) - approx. when and how much  
• _________________________________________________________________


• 15) Did you receive Stimulus money for your dependent children - approx. when and how much
• (Children under 17 were eligible for an extra $500)
• _________________________________________________________________

 

• 16) Did you receive a Second Stimulus payment(s) betw. 12/30/20-1/31/21 - when & how much
• _________________________________________________________________

 

• 17) Did your spouse receive a Second Stimulus payment(s) betw. 12/30/20-1/31/21 - when & how much
• ________________________________________________________________​

 

• 18 ) Did you receive additional Stimulus money for your dependent children betw. 12/30/20-1/31/21​
• (Children under 17 were eligible for an extra $600 before 1/31/2021)
• _________________________________________________________________

        * ALL RETURNS ARE SENT TO YOU IN A FILE ATTACHMENT TO YOUR EMAIL
           Paper copies incur a $15 add-on fee. You must initial here__________ to agree to the fee.


           Items thay MAY pertain to your filing below are required to be sent to us:
  

• W-2's, 1099's, Unemployment Compensation 1099-G , interest and dividend income
• Withdrawals and/or Contributions to an IRA/401k/SEP - paperwork is required
• Retirement/Pension received - Form 1099-R
• Health Savings Account paperwork is required - BOTH Form 1099-SA and Form 5498
• Student Loan Interest Paid Form 1098-E
• Tuition Paid Form 1098-T
• Mortgage and property tax information for 2020 in case we determine you're able to itemize
• Rent paid for a residence - need Landlord's name & address and monthly amount paid
• Childcare Costs - need daycare provider name, ID#, address and total amount paid
• Sub-Contractors/Self employed submit income & expense summary and form 1099-NEC
• Retirees, those collecting SS, SSI or SSDI benefits need to submit year end SSA-1099 Statement(s)

​