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– Step 1 of 3

How did you hear of Art of Tax?

• Referred by
• Online

Referred by

Do you have a preferred Tax Professional?Alexa LuekemeyerArt InamdarBasem ElshaarCandice BalilesEdith RodriguezKaixin Xue (Sammi)Rick QiuSafia HussainSakina KhanShahid KhanWasif Saleem

Preferred Contact Method:

• By Email
• By Phone

Best Time To Call

Phone *

Email *

CLIENT INFORMATION:

Primary Taxpayer Name: *

First

Last

Date of Birth: *MM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

Your Occupation *

Your Address

Address Line 1

City

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

Zip Code

Next

Marital Status: *

• Single
• Married
• Widow

Spouse Name

First

Last

Spouse Date of Birth:MM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

Spouse Phone

Spouse Email

Spouse Address (If different):

Address Line 1

City

State / Province / Region

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Can you be claimed as a dependent by someone else?

• Yes
• No

Are you an active member or the spouse/dependent of an active member of the military?

• Yes
• No

If Yes, It is required to fill up the below information

Do you have Dependents (People living in household)

• Yes
• No

If any dependents listed did not live at the primary taxpayer’s address the entire year, please discuss this with your tax professional. This is critical to help us help you accurately report your residency and dependency to the tax authorities.

1

Name

First

Last

Relationship *

Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

2

Name

First

Last

Relationship

Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

3

Name

First

Last

Relationship

Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

4

Name

First

Last

Relationship

Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

5

Name

First

Last

Relationship

Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920

INCOME: (Check all that apply & include documents.)

• Employer (W-2)
• Self-Employment*
• Social Security/Retirement
• Dividends (1099-Div)
• Rental Property*
• Stock or Mutual Fund sale (1099-B)
• Unemployment
• K-1 income Others

EXPENSES: (Check all that apply & include documents.)

• Self Employment*
• Un-reimbursed by your employer
• Education
• Rental Property*
• Medical/Dental care
• Union Dues

CREDIT & DEDUCTIONS: (Check all that apply & include documents.)

• Donated cash or goods to a charity?
• Paid Student Loan interest?
• Paid Child/Dependent Care expense?
• Had a Mortgage Payment? (1098)
• Made an IRA Contribution?
• Made a major taxable purchase?
• Paid Property Taxes?

HEALTH INSURANCE

(Check all that apply & include documents.)

Were you or any members of your household:

• Covered by a qualified private or government health insurance plan?
• Enrolled in a health insurance plan through the federal or state marketplace?

MISCELLANEOUS*:

(Check all that apply.)

Did you or your spouse:

• Sell a home?
• Take an IRA or 401(k) distribution?
• Pay/Receive alimony?
• Adopt a child?
• Suffer catastrophic loss?
• Have gambling winnings/losses?

Note

* If this applies, we recommend you meet with your tax professional to discuss your tax situation before dropping off your information.

Legal Disclaimers

Click to read Legal Disclaimers/Client Service Agreement

TAX PROFESSIONAL OR CLIENT SERVICE PROFESSIONAL COMPLETE THE SECTION BELOW:

Client received Privacy Policy, Consent to Use and Consent to Disclose Service Provider documents, and the documents were explained and executed as applicable. *

• Yes

Did the client review and sign the Client Service Agreement? *

• Yes

New Clients: Driver License/State ID received? *

• Yes

Send Your Documents Securely

Please don’t attach documents here or by email. Upload your W-2s, 1099s, ID and other tax documents securely: Upload Documents Securely ↑ Name each file with your full name and tax year, e.g. “John Smith 2025 W-2”.

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Need to send more documents? Upload them securely here.

Please name each file with your full name and tax year, e.g. “John Smith 2025 W-2”. Files go straight to our private office Dropbox. Only our office can see them. Please don’t email documents or type your SSN into web forms. We’ll collect it by phone or in person.

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