Select Your Preparer *

TAXPAYER INFORMATION:

SSN

First Name *

Last Name *

Date of birth

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Occupation *

IRS Identity Protection PIN

Can you be claimed as a dependent on someone else's return?

Yes

No

Are you over age 18 and a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

SPOUSAL INFORMATION

Spouse SSN

Spouse First Name

Spouse Last Name

Spouse Date Of Birth

Phone Number

Email Address

IRS Identity Protection PIN

Address

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Are they a full-time student?

Yes

No

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they your dependent?

Yes

No

DEPENDANTS:

Enter dependant #1 here

First Name
Last Name
SS Number
DOB
Relationship
IPIN

Enter dependant #2 here

First Name
Last Name
SS Number
DOB
Relationship
IPIN

Enter dependant #3 here

First Name
Last Name
SS Number
DOB
Relationship
IPIN

Enter dependant #4 here

First Name
Last Name
SS Number
DOB
Relationship
IPIN

TAX RELATED QUESTIONS:

Filer's Employment Status

Spouse's Employment Status

Upload Income Documents

W2's, 1099's, K-1's and other earnings, gambling winnings, cancellation of debt, etc.

Upload Adjustments and Credits

Upload HealthCare Form

1095-A

Are you contributing to 401k or other pre-tax account?

Yes

No

Do you own investment property?

Yes

No

GENERAL EXPENSES:

Enter the following expenses total amount

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow First Hope Financial to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of ABC Financial.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

Clear

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