Spouse Full Name
Spouse Phone Number
Spouse Email
Spouse Occupation
Address
City
State
Postal code
Please List Each Dependent (Name, SSN, Date of Birth, Relationship to You, & Months Lived with You)
List Dependents
CHECK ALL THAT APPLY
You, Your Spouse, & All Dependents Received All Three Of The Stimulus Payments In 2020 & 2021?
I THE TAXPAYER AUTHORIZE T.E.A.M. TAXES TO TRANSMIT MY TAXES ON MY BEHALF UPON THE COMPLETION & REVIEW OF TAX RETURN. I CONSENT TO FORM 8879. I THE TAXPAYER UNDERSTAND THAT I AM LIABLE & RESPONSIBLE, NOT T.E.A.M. TAXES, FOR ALL INFORMATION PROVIDED. I CERTIFY THAT I WOULD LIKE MY TAXES PREPARED ACCORDING TO THE INFORMATION ON THIS SHEET.
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Provide the name who referred you to us:
Did you pay any of the following expenses during the Tax Year?
Energy-efficient home improvements
Student loan interest
Contributions to an individual retirement arrangement (IRA)
Contributions to a health savings account (HSA)
Household worker expenses
Higher education expenses (College/University)
Educator expenses (Teacher)
Child or dependent care expenses
Adoption expenses
Alimony from a divorce finalized on or before December 31, 2018
