Ms P' Tax Services and Planner

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Get In Touch With Us

Address

117 Orange Ave, Colonial
Heights, VA 23834, USA

Phone

804-647-3019

Email

msptaxservices@gmail.com

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Spouse’s Name

Dependent’s name Relationship Gender Social security number
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Dependent’s name Relationship Gender Social security number
1.Dependents lived with me for _____ of year. Were any credits disallowed in the previous year? _______ Do you have copy of prior years’ AGI or Tax documents? _________ Own a business or have business/ rental / Investment/ Crypto income? _____________ In qualifying educational institution or have dependent in qualifying educational institution to receive a form 1098T? ___________
Anyone listed on the return considered disabled by law? _____________ If so whom? ______________________________________ can you provide SSA form or award letter? ______________ Any dependent or childcare expenses? _________________________________ if so to whom _______________________________________ provider’s business name EIN and amount paid must be submitted. Anyone listed on the return not a US resident? _____________________ Have received unemployment during tax year ________________________________________ Did you pay have to repay any unemployment? _______ if so what amount: _________________ Did you or anyone in your household receive insurance through the marketplace? _________ Do you have employer paid health insurance______ if so do you have proof: _________ Did you pay any medical expense, copays, hospital bills, pharmacy, and/or physician’s expense? ______ If so, can you provide proof: _____________________ Did you make any estimated payments or carry over payments for tax year? ______ Are you an educator and have any applicable educators’ expense up to amount set by federal guidelines? ____________________ Have you in cancelation of debt of any kind? ______________ if so what and how much _________ Did you have any gambling winnings ________________ if so do you have w2-G form ________ Did you purchase a home in 2008 and still qualify for First Time Homebuyer Credit? ________________ Have you received any rental payments for any rental properties: ______ do you have expense and deduction proofs(Credit cards, repair bills, payment receipts): ________________________
Do you have a child in a qualifying K-12 school who qualifies for school readiness credit? __________ Have you and everyone in your household whom you are at law to have claimed in the prior year(s) received all stimulus and EIP amounts? ___________________________________________________________ if not have you already claimed the missing amount? ___________________ Explain: _________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ ________ __________________________________________________________________________________________ __________________________________________________________________________________________ ________
Are you claiming injured spouse or filing taxes for deceased: _________ if so whom: _______________________

Direct Deposit:

Bank Name: ______________________________________________
Account Number: ______________________________________________
Routing Number: __________________________________________