TAX PREPARATION

REGISTRATION

Please take a few minutes to complete the registration form below, so that we may move forward with your tax preparation service.

Resolution – Tax Preparation Registration

First

M.I.

Last

Is this the first time we are preparing tax returns for you?

Yes

What changes/updates are necessary from last tax filing with us (check all that apply):

Contact information

Filing Status/Spouse Information

Citizenship

Bank Account Info (for direct deposits of refunds)

Dependent Information (add/remove)

None of the above

For what tax year(s) are you requesting tax preparation services?

Jan-Dec 2023

Jan-Dec 2022

Jan-Dec 2021

Jan-Dec 2020

Jan-Dec 2019

Jan-Dec 2018

Other

How do you intend to file?

Single

Head of Household

Married Filing Jointly

Married Filing Separately

Qualifying Widow(er) w/ Dependent Child

Upon request, will you be able to provide your state photo ID to verify your identity?

Yes

Upon request, will you be able to provide state photo IDs to verify the identity of your spouse and yourself?

Yes

PLEASE NOTE: Due to the reality of ID theft, we must have a copy of the photo ID for every adult covered under this service.

Check all that apply:

I am (and/or my spouse is) a W-2 employee

I (and/or my spouse) typically itemized my deductions because one or more of the following apply: I have a lot of medical expenses, I own my home, I make charitable contributions, .

I (and/or my spouse) relocated to a different city, state and/or country during the tax year(s) for which I’m preparing this tax organizer.

I (and/or my spouse) lived abroad during the tax year(s) for which I’m preparing this tax organizer.

I (and/or my spouse) own rental real estate.

I am (and/or my spouse is) self-employed.

Did you receive, sell, send, exchange or otherwise acquire financial interest in virtual currency (e.g. Bitcoin, etc.)?

Yes

Unsure

Do you (and/or your spouse) own/have authority on one or more of the following: foreign bank accounts, foreign investment accounts (e.g. stock issued by non-U.S. entities), equity or debt interest in a foreign financial institution, interest in a foreign entity, and any other foreign account or financial instrument issued by a non-US entity.

Yes

Unsure

How many states will need to be included in this service?

None

One

Multiple

State(s) for Tax Prep

Relocation Details

Which economic stimulus payments did you receive? (check all that apply)

Winter 2020/2021

Spring 2021

None

How much was your Winter 2020/2021 stimulus payment (for the household if, Married Filing Jointly)

How much was your Spring 2021 stimulus payment (for the household if, Married Filing Jointly)

Prefered First Name

Your SSN

Your Date of Birth (DOB)

Your Occupation

Marriage Date

First

Last

Spouse Prefered First Name

Spouse Email

Spouse Phone

Spouse SSN

Spouse Date of Birth (DOB)

Spouse Occupation

Citizenship Information

Your Citizenship

US Citizen/Green Card Holder

Non-US Citizen

Other

In what country are you a citizen or national?

Spouse Citizenship

US Citizen/Green Card Holder

Non-US Resident

Other

In what country is your spouse a citizen or national?

Contact Information

Phone

Address

Street Address

Apt/Ste

City

State / Province

ZIP / Postal Code

Country

County

School District

Filing Status

Single

Married Filing Jointly

Married Filing Separately

Widowed

Qualifying Widow(er) w/ Dependent Child

Select all that happened during the tax year:

I got married

I got divorced or legally separated

I was widowed

I am married, but my spouse and I lived apart during the year

None of these apply

Divorce/Legal Separation Date

Date of Spouse’s Passing

Marriage Date

First

Last

Spouse SSN

Spouse Date of Birth (DOB)

Spouse Occupation

Banking Information

I’d like direct deposit for my federal and state tax refunds

Yes

Type Account

Checking

Savings

Bank Name

9-digit Routing #

Account #

Dependents

Do you have dependents?

Yes

Check all that apply:

I need to add dependent(s)

I need to remove dependent(s)

How Many?

More than 4

Provide the name and date of birth of every dependent you want REMOVED from this year’s tax return:

Dependent #1

First

Middle

Last

Relationship to You

Date of Birth

SSN

Dependent Citizenship

US Citizenship

Resident Alien/Green Card Holder

Did this person receive childcare or adultcare?

Yes

Care provider info

Dates of Care:

Care Fees Paid

How many months did this person live you last year?

Can this person be claimed as a dependent on another person’s tax return?

Yes

Dependent #2

First

Middle

Last

Relationship to You

Date of Birth

SSN

Dependent Citizenship

US Citizenship

Resident Alien/Green Card Holder

Did this person receive childcare or adultcare?

Yes

Care provider info

Dates of Care:

Care Fees Paid

How many months did this person live you last year?

Can this person be claimed as a dependent on another person’s tax return?

Yes

Dependent #3

First

Middle

Last

Relationship to You

Date of Birth

SSN

Dependent Citizenship

US Citizenship

Resident Alien/Green Card Holder

Did this person receive childcare or adultcare?

Yes

Care provider info

Dates of Care:

Care Fees Paid

How many months did this person live you last year?

Can this person be claimed as a dependent on another person’s tax return?

Yes

Dependent #4

First

Middle

Last

Relationship to You

Date of Birth

SSN

Dependent Citizenship

US Citizenship

Resident Alien/Green Card Holder

Did this person receive childcare or adultcare?

Yes

Care provider info

Dates of Care:

Care Fees Paid

How many months did this person live you last year?

Can this person be claimed as a dependent on another person’s tax return?

Yes

Additional Dependents

List Additional Dependent Information

Are the dependent(s) US Citizens:

Yes

Unsure

Did the dependent(s) receive childcare or adultcare?

Yes

Child/Adultcare provider information

Additional Details

Provide additional details you’d like us to know about each tax year indicated earlier:

Terms and Payment

I have read and agree to these Terms of Service, and I understand:

I am registering for tax preparation services for the tax year(s) indicated on this form.
The scope of services can be found at https://taxley.com/preparation.
Services are charged on a flat fee basis, based on a limited amount of time allocated to provide the Services – additional time or work will require additional fees.
I must submit all tax preparation paperwork to the Consultant within 7 days of submitting this registration form, unless the Consultant has agreed otherwise and in writing.
If, due to delays I cause, my tax preparation is not complete within 30-days of submitting this registration, I will get charged a monthly fee of $99 until the Service is complete.
Fees are non-refundable.
Time is of the essence. It is my responsibility to provide requested information in a timely manner to avoid service delays, additional fees and/or service termination.
I will be provided with a secure platform from which I can share documents, send messages, and request support from my Consultant.
The Taxley team is committed to working within the boundaries of the law to serve my best interests at all times.
I can finally relax knowing I’m in good hands!

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Choose Your Payment Method

Pay with Card (Stripe)

Cashier’s Check or Money Order

Pay with Card (Stripe)

TAX INVESTIGATION

FRESH START DEFENSE

CLIENT RESULTS

GOOGLE REVIEWS

BBB REVIEWS

TAX PREPARATION

REGISTRATION

Citizenship Information

Contact Information

Filing Status

Banking Information

Dependents

Dependent #1

Dependent #2

Dependent #3

Dependent #4

Additional Dependents

Additional Details

Terms and Payment

TAX INVESTIGATION

FRESH START DEFENSE

CLIENT RESULTS

GOOGLE REVIEWS

BBB REVIEWS