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Client Tax Data Sheet
Fill out the form below to submit your tax information to me. If you have any questions prior to completing this form, do not hesitate to contact me by email info@luxurytaxsolutions.com or by phone at (413) 357-2489. Thank you and have a great day!
How did you hear about us or who referred you?
First Name
*
Middle Name
Last Name
*
Suffix
Date of birth
*
Occupation
*
TAX ID/SSN#
*
Address
*
Street Address line 2
City
*
State
*
Postal code
*
Phone
*
Email
*
Driver's License #
*
State Driver's License Was Issued
Date Driver's License Was Issued
Driver's License Expiration Date
Photo of Social Sec. Card & Driver's License
*
Choose File
What is your filing status?
*
Choose One
Single
Head Of Household (Single with dependents)
Married Filing Joint
Married Filing Separate
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Are you filing an eligible spouse on your tax return?
Yes
No
Spouse Name
Social Security Number
Occupation
Date of Birth
Phone Number
Email
Address Line
City
State
Zip Code
Driver's License #
State Driver's License Was Issued
Date Driver's License Was Issued
Driver's License Expiration Date
Photo of Driver's License
Choose File - Driver's License ID
Would you like to apply for a refund advance?
Yes
No
Undecided, show me the terms
Please describe the nature of choice.
Did you receive any of the following forms of COVID-19 relief?
EIDL (Economic Injury Disaster Loan)
PPP (Paycheck Protection Program)
EIDL (Advance)
Were you impacted by Covid-19 in any way in 2021?
Yes
No
(If so, please describe how you was effected!)
Upload any information supporting your impact by Covid-19:
Browse Files
Did you receive your FIRST stimulus payment?
Yes, and I received the correct amount
No, I didn't qualify
No, I didn't but I want to see if I qualify
No, and I know I qualified for one
Yes, but I was missing money for myself or dependent
Yes, but I was missing money for myself or dependent
Did you receive your SECOND stimulus payment?
Yes, and I received the correct amount
No, I didn't qualify
No, I didn't but I want to see if I qualify
No, and I know I qualified for one
Yes, but I was missing money for myself or dependent
Yes, but I was missing money for myself or dependent
Did you receive any amount of Regular Unemployment Insurance Compensation (UI) OR Pandemic Unemployment Insurance Compensation(PUA) during 2021?
Yes, I received either regular unemployment compensation or pandemic unemployment compensation during 2023
No, I did NOT receive regular unemployment compensation or pandemic unemployment compensation during 2023
Did you or your family have health insurance at any time in 2021?
Yes
No
Do you receive a tax refund last year?
Yes
No
Do you often owe taxes?
Yes
No
Are you behind on child support or Student Loans?
Yes
No
Payment/Refund
(Checks can be picked up in office or sent via mail)
Select below the method that you prefer to receive your refund
Direct Deposit
Check
Walmart
Money Card
Green Dot
Bank Name (Skip If You Prefer Your Refund Via Check)
Bank Account Number
Bank Routing Number
Account Type
Checking
Savings
Are you interested in applying for a cash advance? (Up to $6000)
Yes (bank fees apply)
No
Is this year your first year filing your taxes with Collins Financial Group?
Yes
No
Did your marital status change during the year?
Yes
No
Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)
Yes
No
Did you attend a College or University last year?
Yes
No
Do you currently have an offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm
Yes
No
What type of employee were you in 2021? Select all that apply.
W2
Self-Employed/Small Business Owner
1099 Contractor
Household Employee (Ex: Babysitter, Gardener, Housekeeper, Maid, etc.)
Do you have any children or dependents to file?
Yes
No
Dependents
Should only be listed if you take care of the dependent over half of the year
Image of Dependent's S.S.Card
Upload ALL here
1. Dependent Information
Gender Dependent
First Name
Middle Name
Last Name
Suffix
Date of Birth
Social Security Number Dependent
2. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date of Birth
Social Security Number Dependent
3. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date of Birth
Social Security Number Dependent
4. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
Social Security Number Dependent
Do you have Dependent Daycare Expenses?
Yes
No, all dependents are entered
Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name
Amount Paid
Provider Phone Number
Provider
Name
Tax ID# / SSN
Address
City
State
Zip Code
Do you want to enter another child care provider?
Yes
No
Upload photos of your W-2,1099,and ALL documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Upload
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Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Do you owe from previous years?
Yes
No
I have not filed previous years
Please select the following years you are trying to file.
2023
2022
2021
2020
2019
Do you have a business that you would like to be included on your return?
Yes
No
Business Owners Data Sheet
Schedule C
Name of Business
Employer ID Number
What is the legal structure of your business?
Sole Proprietor
Partnership
Corporation
LLC
Non-Profit
Haven't Filed It
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Business Address
Amount Paid ($)
$
Business Income
All income receive during the fiscal year
Total Income
$
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Contract Labor
Insurance
Interest
Legal & Professional Services
Office Expenses
Rent and Lease
Repairs and Maintenance
Supplies
Taxes and Licenses
Travel, Meals, and Entertainment
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach any photos or documents that you want us to have on file.
Choose Files
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