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, 1098 INT Interest Income, 1099 DIV Dividends, 1098-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.

Your first name:

Your middle initial:

Your last name:

Date of Birth:

Email (*REQUIRED FIELD):

Position: 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:

Position: Pilot Flight Attendant | Other:

This is:

New Home Same Home (as last year) ( Required Field )

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: