2025 CLIENT TAX FORM (HOH, MFS, MFJ) | McDonald Jackson & Associates, LLC

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Filing Status

First name

Last Name

ID Number

State

Expiration Date

Email

Phone

Date of Birth

Month

Day

Year

Social Security Number

Multi-line address

Country/Region

Address

Address - line 2

City

Zip / Postal code

Spouse Information - (Full Name, Date of Birth & Social Security Number)

Dependent Information - List Up to 5 (Full Name, Date of Birth & Social Security Number)

Amount for Childcare Expenses:

Bank Name

Routing Number

Account Number

Are you, Your Spouse or Dependents a Full Time Student?

Are you totally and permanently disabled?

Are you legally blind?

Are you a victim of identity theft?

Occupation

Employment Status

Employed

Unemployed

Self- Employed

Company Name

Are you contributing to a Pre-Tax Account?

Yes

No

Did you take money from your 401K?

Yes

No

Did you sell any stock?

Yes

No

Do you have tuition expenses?

Yes

No

Do you own your home?

Yes

No

Do you have mortgage interest?

Yes

No

Do you have energy star rated improvements to your home?

Yes

No

Did you pay vehicle tax?

Yes

No

Did you have any of the following contributions?

Which state would you like us to prepare your state tax return for?

Payment Options ($449.99)

Pay My Fees with My Refund (+69.99 Bank & Processing Fees)

Pay Up Front (Invoice Emailed)

Photo ID & SS Card (Drivers License or State ID)

W2, 1099's, Etc.

EIN, Business License, Tax ID

Signature

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