Let's start with your Previous Tax Return...

Please upload your previous year's tax return (if a new client to EZ Partners Corp).

Taxpayer's Name *

Date of birth *

Social Security Number *

Occupation *

Taxpayer Email Address *

Taxpayer's Phone Number *

Did every member of your household have health insurance for the tax year? *

Did you withdraw from your 401K during the year? *

Can anyone else claim you as a dependent on their tax returns? *

. Marital Status at the end of the tax year? *

Please upload the front and back of Taxpayer's drivers license/ID *

S - Date of Birth *

S - Spouse Name *

S - Social Security Number *

S - Phone Number *

Please upload the front and back of Surving Spouse's drivers license *

Did you live apart from your spouse for the last 6 months of the tax year? *

Spouse Name *

Spouse Date of Birth *

Spouse Social Security Number *

Spouse Occupation *

Spouse Email Address *

Spouse Phone Number *

Please upload the front and back of Spouse's drivers license *

Street Address *

City *

State *

Zip code *

Do you want to claim any dependents?

D1 - Dependents Name *

D1 - Dependent Date Of Birth *

D1 - Dependents Social Security Number *

D1 - Relationship to dependent *

D1 - How many months did this dependent live with you this year? *

D1 - Did you provided over half of the financial support for this dependent? *

D1 - Can anyone other than you qualify to claim this dependent? *

D1 - Amount paid for Childcare *

D1 - Do you want to add another dependent? *

D2 - Dependents Name *

D2 - Dependent Date Of Birth *

D2 - Dependents Social Security Number *

D2 - Relationship to dependent *

D2 - How many months did this dependent live with you this year? *

D2 - Did you provided over half of the financial support for this dependent? *

D2 - Can anyone other than you qualify to claim this dependent? *

D2 - Amount paid for Childcare *

D2 - Do you want to add another dependent? *

D3 - Dependents Name *

D3 - Dependent Date Of Birth *

D3 - Dependents Social Security Number *

D3 - Relationship to dependent *

D3 - How many months did this dependent live with you this year? *

D3 - Did you provided over half of the financial support for this dependent? *

D3 - Can anyone other than you qualify to claim this dependent? *

D3 - Amount paid for Childcare *

D3 - Do you want to add another dependent? *

D4 - Dependents Name *

D4 - Dependent Date Of Birth *

D4 - Dependents Social Security Number *

D4 - Relationship to dependent *

D4 - How many months did this dependent live with you this year? *

D4 - Did you provided over half of the financial support for this dependent? *

D4 - Can anyone other than you qualify to claim this dependent? *

D4 - Amount paid for Childcare *

D4 - Do you want to add another dependent? *

Did anyone in your household attend college for the selected tax year? *

What was the name of the person who attended college? *

Did you have foreign income? *

Did you have foreign accounts or investments which had an aggregate value of over $10,000?

Do you have any foreign accounts where the aggregate value was higher than $50,000 on the last day of the tax year OR the aggregate value exceeded $75,000 at any point in The tax year

Do you owe the IRS, Child Support or in default with student loans? *

Have you ever been disallowed for EITC/AOTC/CTC/ACTC? *

CLIENT NON- PAYMENT/OFFSET CLAUSE
At EZ Partners, we strive to assist all of our clients in their tax needs, however, we undestand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you are still obligated to pay our company the fess associated with filing your tax return.

By signing this agreement you acknowledge that if payment is not made in full within 30 days legal actions will be sought to resolve payment.

Bank Information:

Name Of Bank *

Bank Acount Number *

. Routing Number *

How would you like you refund disbursed if receiving on? *

Direct Deposit

Check

By Mail

Signature *

Clear

Date *