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Please Complete The Survey Below!

Dependent 2

First Name *

Last Name *

Last Name (Dependent 2)

Date Of Birth *

Dependent SSN *

Child or Relative ? *

Dependent Social *

Dependent Social (Dependent 2)

Dependent Residency Verification *

Dependent 2 Residency Verification

Any form with TaxPayer address and Dependents name. (ex. Medical Records, Lease Agreements, School Records)

Has dependent lived with the taxpayer for more than half of the year? *

Yes

No

Did the child provide more than half of his or her own support for the year? *

Yes

No

If you are missing any documents for dependent please explain why?

Dependent 3

First Name *

Last Name *

Date Of Birth *

Dependent SSN *

Child or Relative? *

Dependent Social *

Dependent 3 Social

Relationship *

Dependent Residency Verification *

Dependent 3 Residency Verification

Any form with TaxPayer address and Dependents name. (ex. Medical Records, Lease Agreements, School Records)

Has dependent lived with the taxpayer for more than half of the year? *

Yes

No

Did the child provide more than half of his or her own support for the year? *

Yes

No

To prove relationship for all dependents, what documents do you have? *

If you are missing any documents for dependent please explain why? *

Taxpayer W2's *

Last 2 Paystubs *

Taxpayer 1098 *

Taxpayer 1099's *

Spouse W2's *

Spouse 1099's *

Spouse 1098 *

Spouse Additional Documents *

Did you or your spouse receive unemployment ? *

Yes

No

Are you self employed or a independent contractor ? *

Yes

No

Any Additional Documents *

Self Employment

Anyone who operates a business as a sole proprietor must fill out Schedule C when filing their annual tax return. A single member Limited Liability Company (LLC) is treated like a sole proprietorship for tax purposes unless it has elected to be treated like a corporation for tax purposes. Statutory employees, independent contractors, freelancers, and self-employed individuals will all file Schedule C.

Name Of Business: *

Do you have a business website ?

Yes

No

EIN *

Describe your business: *

Website URL *

Explain why you do not have a website: *

Business Address

Address Line 1 *

Address Line 2 *

Client State *

Client City *

Client Zip Code *

Do you have proof of expenses and income ? *

Yes

No

Gross Income *

Expense 1 *

Expense Amount 1 *

$

Expense 2 *

Expense Amount 2 *

$

Expense 3 *

Expense Amount 3 *

$

Expense 4 *

Expense Amount 4 *

$

Expense 5 *

Expense Amount 5 *

$

Expense 6 *

Expense Amount 6 *

$

Expense 7 *

Expense Amount 7 *

$

Expense 8 *

Expense Amount 8 *

$

Expense 9 *

Expense Amount 9 *

$

Expense 10 *

Expense Amount 10 *

$

Health Care

Did you or anyone in your family have health insurance? *

Yes

No

Did you pay for Health insurance through the Market Place ? *

Yes

No

Health Care Documents *

Credit Repair Questionnaire

What is your current credit score range? *

What is your biggest credit challenge? *

Have you ever worked with a credit repair company before? *

Yes

No

What is your main credit goal? *

How soon would you like to see improvement in your credit? *

Additional Comments

Earned Income Tax Credit Acknowledgement

I acknowledge that all information regarding any dependents is true and correct to the best of my knowledge

Yes

Relationship

Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild
Brother, sister, half-brother, half-sister, step brother, step sister or a descendant of any of them such as a niece or nephew

Age

At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) and younger than 19
At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) younger than 24 and a full-time student
At the end of the filing year, your child was any age and permanently and totally disabled

Residency

Child must live with you (or your spouse if you file a joint return) in the United States for more than half of the year

Joint Return

The child cannot file a joint return for the tax year unless the child and the child's spouse did not have a separate filing requirement and filed the joint return only to claim a refund.

Please Note: Only one person can claim the same child. If a child qualifies for more than one person and one of the persons is a parent or parents, the non-parent can claim the child only if their AGI is higher than the parent(s). If the child qualifies another relative and the parent AGI rules do not apply, the taxpayers choose. If more than one person claims the same child, IRS applies the tiebreaker rules.

Signature *

Clear

Acknowledgement Signature

By signing this form, I acknowledge that all information regarding any dependents that allows me to qualify for the EITC credit is true and correct to the best of my knowledge. I understand that this information is being provided to the IRS and State Revenue. I have been advised by my tax preparer that any false and misleading information that I provide for income tax filing purposes is against the law and are subject to penalties.

WELCOME BACK !

Please Complete The Survey Below!

2025 Tax Preparation Year

Client Data

About You

Head of Household Disclosure

Head of Household Disclosure Agreement TS Tax Solutions LLC

Married Filing Joint

Spouse's Name

Pre-Advance Loan

Client Disclosure AgreementTS Tax Solutions LLC

Getting Your Refund

Dependent 1