File OnlineAdditional DocsFile OnlineSubmit Your information online to Tax ExpertPlease enable JavaScript in your browser to complete this form. – Step 1 of 3How did you hear of Art of Tax?Referred byOnlineReferred byDo you have a preferred Tax Professional?Alexa LuekemeyerArt InamdarBasem ElshaarCandice BalilesEdith RodriguezKaixin Xue (Sammi)Rick QiuSafia HussainSakina KhanShahid KhanWasif SaleemPreferred Contact Method:By EmailBy PhoneBest Time To Call Phone *Email *CLIENT INFORMATION:Primary Taxpayer Name: *FirstLastDate of Birth: *MM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSNITINYour Occupation *Your AddressAddress Line 1CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeNextMarital Status: *Single Married WidowSpous NameFirstLastSpouse Date of Birth:MM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Spouse SSNSpouse PhoneSpouse EmailSpouse Address (If different):Address Line 1CityState / Province / RegionPreviousNextCan you be claimed as a dependent by someone else?YesNoAre you an active member or the spouse/dependent of an active member of the military?YesNoIf Yes, It is required to fill up the below informationDo you have Dependents (People living in household)YesNoIf 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.1NameFirstLastRelationship *Date of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN or ITIN *2NameFirstLastRelationshipDate of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN or ITIN 3NameFirstLastRelationshipDate of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN or ITIN4NameFirstLastRelationshipDate of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN or ITIN5NameFirstLastRelationshipDate of birthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN or ITININCOME: (Check all that apply & include documents.) Employer (W-2)Self-Employment*Social Security/RetirementDividends (1099-Div)Rental Property*Stock or Mutual Fund sale (1099-B)UnemploymentK-1 income Others EXPENSES: (Check all that apply & include documents.)Self Employment*Un-reimbursed by your employerEducationRental Property*Medical/Dental careUnion DuesCREDIT & 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 AgreementTAX 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. *YesDid the client review and sign the Client Service Agreement? *YesNew Clients: Driver License/State ID Attached? *YesAttached your fileYou can upload max 10 files, per file max size 10 MB (file type: pdf, jpg, png, Docx )File Upload Click or drag files to this area to upload.You can upload up to 10 files. PreviousSubmitAdditional DocsForgot to upload any file? Don’t worry, Upload your files here.Please enable JavaScript in your browser to complete this form.Name *FirstLastSSN *Attached your fileYou can upload max 10 files, per file max size 10 MB (file type: pdf, jpg, png, Docx )File Upload Click or drag files to this area to upload.You can upload up to 10 files. Submit