Long Form P1

Long Form

Page 1 of 2

Tax Year (*REQUIRED FIELD):

Have the following information ready before you begin (if applicable):

W-2, 1099 MISC (self employed), 1099R (Pension and IRA distributions), 1099 SSA Social Secirity Benefits, 1098 Mortgage Interest/Property Tax, 1099 INT Interest Income, 1099 DIV Dividends, 1099-B Capital Gains (Sale of Stock),

IRA or Pension Distributions, Rental Property Income and Expenses, Income and Expenses for Business. Cash and non-cash charitable contributions. Employee Expenses. Child Care, Student Loan Interest and Tuition costs.

IN ORDER TO FILE YOUR RETURN I MUST RECEIVE A COPY OF ALL YOUR TAX DOCUMENTS:

CHECK OFF ANY OF THESE FORMS THAT YOU WILL BE EMAILING OR FAXING TO ME:

W2 1099 MISC 1099-R 1099-SSA 1098 MORTGAGE INT 1099 (INT)EREST INCOME 1099-(DIV)IDENDS 1099-(B)ARTERING
1099-G UNEMPLYMENT 1099-T TUITION

CHECK OFF ANY OF THESE CATEGORIES THAT YOU WILL REPORTING:

IRA RENTAL PROPERTY BUSINESS INCOME CHARITY EMPLOYEE EXPS CHILD CARE STUDENT LOAN TUITION SALE OF HOME NONE

CHECK OFF ANY OF THESE CONDITIONS THAT APPLY TO YOU:

DID YOU MOVE? BUY A NEW HOME? BUY A NEW CAR? CHANGE BANKS (FOR DIRECT DEPOSIT) RECEIVE GOV CHECK NONE

Your first name:

Your middle initial:

Your last name:

Date of Birth:

Email (*REQUIRED FIELD):

Occupation: Pilot Flight Attendant \| Other:
Filing Status: 1-Single 2-Married Filing Joint 3-Married Filing Separate 4-Head of Household 5-Qualifying Widow(er) X-Not Sure

Spouse's first name:

Initial:

Last name:

Date of Birth:

Occupation: Pilot Flight Attendant | Other:

New or Same home from last year?:( Required Field )

Same New

Address1:

Address2:

City/State/ZIP:

Phone Number:

[I will call this number to set up your appointment]

This is my:

Home Phone Cell Phone Office Phone

Total Dependents ( Required Field ):
Enter full names below with middle initial

First Name:

Initial:

Last Name:

D.O.B.:

Relationship:

First Name:

Initial:

Last Name:

D.O.B.:

Relationship:

First Name:

Initial:

Last Name:

D.O.B.:

Relationship:

First Name:

Initial:

Last Name:

D.O.B.:

Relationship:

First Name:

Initial:

Last Name:

D.O.B.:

Relationship:

First Name:

Initial:

Last Name:

D.O.B.:

Relationship: