2025 CLIENT TAX FORM (SINGLE or QW) | McDonald Jackson & Associates, LLC

Filing Status

First name

Last Name

ID Number

State

Expiration Date

Email

Phone

Date of Birth

Month

Day

Year

Multi-line address

Country/Region

Address

Address - line 2

City

Zip / Postal code

Occupation

Bank Name

Routing Number

Account Number

Are you a Full Time Student

Are you totally and permanently disabled?

Are you legally blind?

Are you a victim of identity theft?

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

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

Payment Options ($299.99)

Pay My Fees with My Refund (+49.99 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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