Tax Document Form | Priceless Pro Tax

Tax Prep Form

Thank you for choosing our tax preparation services. Please note that the information requested in this form is essential for accurately and efficiently processing your tax return. The required fields are necessary to ensure compliance with tax laws and to maximize your potential deductions and credits.

If you have any questions or need assistance with any section of the form, please do not hesitate to contact our office. We appreciate your cooperation and trust in our services.

Client Information

First Name

Birthday

Last Name

Address

Home Phone

Cell Phone

S.S.N

Zip

Occupation

Client Identification

Driver's License/ ID #

State Issued

Spouse Information

First Name

Home Phone

Last Name

Cell Phone

S.S.N

Birthday

Occupation

Dependent Information

First, Last

Date of Birth

S.S.N

Relationshop to taxpayer

First, Last

Date of Birth

S.S.N

Date of Birth

S.S.N

Relationshop to taxpayer

To initiate the return process, we require additional information to accurately assess your tax return. Please provide the following documents via email to info@pricelessprotax.com or upload by clicking "UPLOAD HERE":

Picture of valid driver’s license UPLOAD HERE
Social Security cards for both taxpayer and dependents UPLOAD HERE
Proof of residency UPLOAD HERE
Income documents: W2, 1099, 1098, 1098T UPLOAD HERE
Business EIN (if applicable) UPLOAD HERE
Business income and expenses UPLOAD HERE
Bank routing and account number UPLOAD HERE

By clicking “I Agree”, you confirm that all information on this form is accurately provided to the best of your knowledge. You have carefully reviewed all details for accuracy before submission and have not identified any errors related to this taxpayer document form that could hinder your tax process. Additionally, you authorize Priceless Pro Tax LLC to access your personal information for tax preparation and submission purposes, as well as to verify with the US Treasury that you are free from debt and garnishments.

I agree to the terms & conditions

Disclaimer:Please note that the information requested in this form is essential for accurately and efficiently processing your tax return. The required fields are necessary to ensure compliance with tax laws and to maximize your potential deductions and credits.By completing this form, you acknowledge that the information you provide is truthful and accurate to the best of your knowledge. Any omission or misrepresentation of information may result in delays or inaccuracies in your tax return. We are committed to safeguarding your personal information and ensuring it is used solely for the purpose of preparing your taxes.

Thanks for submitting!

Tax Prep Form

Client Information

Client Identification

Spouse Information

Dependent Information

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