Tax Prep Onboarding Form - Corey & Associates, Small Business Accountants

Welcome to Corey & Associates. Please complete your Tax Preparation Form by adding your information and uploading the files that are essential to complete your taxes in compliance with State & Federal regulations. If you have any questions, please call us at (305) 823-9228. Thank you.

What is your Preferred Language for Speaking, Reading & Writing?

English

Spanish

Both

Are you the Primary Taxpayer? *

Yes

Are you the Contact Person for the household? *

Yes

Your Last Name *

Your First Name *

Please enter the complete information for the Primary Taxpayer or Contact Person.

Address

Apartment, Suite, etc

City

State

Postal code

I Consent to Receive SMS Notifications, Emails, Alerts & Occasional Marketing Communication from Corey & Associates. Message & data rates may apply. Text HELP to (305) 928-1220 for assistance. You can reply STOP to unsubscribe at any time.

Please provide your best contact information so we can notify you when your returns are complete or contact you if we have any questions.

Your Cell Phone *

Enter your 10-digit phone number and press the Verify Phone button. You will be sent a code via text message and you will be required to enter that code here.

After entering the code, press the CONFIRM button before proceeding to press the NEXT --> button and continuing with the survey.

Please provide your contact information so that we can notify you when your returns are complete or to contact you if we have any questions.

Your Email *

To ensure that the email address you enter here is valid and that your email service provider will accept our email, please enter your email address and press the Verify Email button.

You will be sent a code to the email address you entered and you will be required to enter that code here before proceeding.

In order to confirm your identity and ensure that we file returns properly in accordance with IRS requirements, please provide some specific identification information.

Your Date of Birth *

Your Social Security *

Your Driver's License *

Upload a photo of the front of your Driver's License

Do you File Jointly? *

Yes

Spouses' Social Security Number? *

Spouses' Cell Phone Number? *

Spouses Birthdate? *

Spouse's First and Last Name *

Do you have any Dependents Under 21 years old? *

Yes

If Yes, how many?

Dependent 1 Information

First & Last Name
Birthdate
Social Security
ID, Report Card or Insurance

Upload ID, Report Card or Insurance Card

Do you have another Dependent under 21?

Yes

Dependent 2 Information

First & Last Name
Birthdate
Social Security
ID, Report Card or Insusrance

Upload ID, Report Card or Insurance Card

Do you have a 3rd Dependent under 21 *

Yes

Dependent 3 Information

First & Last Name
Birthdate
Social Security
ID, Report Card or Insurance

Insurance Card or School ID or Report Card

Do you have 4th Dependent under 21? *

Yes

Dependent 4 Information (If you have more Dependents under 21, please notify the office) *

First & Last Name
Birthdate
Social Security
ID, Report Card or Insurance

Upload ID, Report Card or Insurance Card

In order to receive tax benefits you need to verify Day Care info.

Did your Dependents attend Day Care? *

Yes

If Yes, where did they attend Day Care? *

If Yes, how much did you pay for Day Care? *

In order to receive tax benefits verify the University or
Trade/Technical School attended and what was paid.

Did you or any of your Dependent(s) attend a University, Trade School or Technical School?

Yes

What University, Trade School or Technical School was attended? *

How much did you pay?

Upload 1098-T Form

Do you have Dependents OVER 21? (Mother/Father/Child)

Yes

If Yes, how many Dependents Over 21?

Do you have Marketplace or Obamacare Insurance? *

Yes

Upload the 1095-A Form *

Do you currently have a Mortgage? *

Yes

If Yes, upload your 1098 Form *

Do you have W-2 Forms? *

Yes

If you have several W-2 Forms, keep uploading them here *

Did you get a 1090-DIV Form for Interest? *

Yes

If Yes, upload your 1090-DIV Form *

upload

Did you sell stocks and receive a 1099-B Form? *

Yes

If Yes, upload your 1099-B Form

Do you have 1099's or Misc. Income? *

Yes

If Yes, upload your 1099's *

Do you collect Social Security?

Yes

If Yes, upload the 1099-SSA Form *

Do you receive a monthly pension and get a 1099-R Form?

Yes

If Yes, Upload a 1099-R Form *

Do you have an LLC or a Business? *

Yes

What is the EIN of the Business? *

Do you have any Rental Income? *

Yes

If Yes, please list the Addresses of your Rental Properties

How much Income did your Rental Properties produce?

List all of the expenses from your Rental Properties - Property Tax, Interest, Repairs, Utilities, Auto, HOA, etc.

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