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Thank you for taking time to complete the Client Tax Questionnaire. Please be sure
to organize all of your tax documents prior to submitting the form.

IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. AFTER CLICKING THE SUBMIT BUTTON, YOUR CONFIRMATION EMAIL WILL BE SENT.

Please note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

Taxpayer Information

Are you a new or existing client?

Do you have a copy of your prior year (2024) tax return? *

Please Upload Prior Year Return

Do you have any unfiled tax returns from previous years? *

Taxpayer First Name *

Taxpayer Last Name *

Taxpayer Social Security Number *

Taxpayer Date of birth *

MM-DD-YYYY

Taxpayer Occupation

Taxpayer Phone Number *

Taxpayer Email *

[email protected]

Upload Front Of Taxpayer Photo Identification *

Upload Back Of Taxpayer Photo Identification (copy) *

Upload Taxpayer Social Security Card

Street Address *

City *

State *

Postal Code *

Were you, your spouse, or dependents previously issued an Identity Protection Pin (IP PIN) by the IRS? *

Upload your IP PIN letter or screenshot from your ID.ME account with your IP PIN number. *

Did the taxpayer work in 2025? *

Yes

Was the taxpayer affected by a natural disaster in 2025? *

Yes

UPLOAD Taxpayer Income Documents (W-2, 1099 etc) *

Marital Status

Spouse Information

Will you be filing a tax return with your spouse? *

Yes

Spouse First Name *

Spouse Last Name *

Spouse Phone Number *

Spouse Email *

Spouse Social Security Number *

UPLOAD Spouse's Social Security Card *

Spouse Occupation *

Spouse Photo Identification - Front Image *

Spouse Photo Identification - Back Image *

Can another taxpayer claim your Spouse as a dependent on their tax return? *

Yes

Did the Spouse work in 2025? *

Yes

Spouse Income Documents *

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

Yes

Dependent Information

Do you have any dependents you will claim on your 2025 tax return? *

Yes

How Many Dependents Will You Be Claiming On Your 2025 Tax Return *

Dependent 1

Dependent (1) First Name *

Dependent Last Name *

Relationship *

Dependent (1) Date of Birth *

Dependent (1) Social Security Number *

Is Dependent (1) a Qualifying child or relative of any other person? *

Yes

Relationship with Dependent (1) *

Is Dependent (1) your biological child? *

Yes

Is Dependent (1) permanently and totally disabled? *

Yes

What is the other biological parent's first and last name for Dependent (1)? *

What city/state is the other biological parent of Dependent (1) located? *

Did you receive any support from the other biological parent of Dependent (1) in 202X? *

How much support did you receive from the other biological parent for Dependent (1)? What type of support? *

How many months did Dependent (1) live or spend in your household in 2025? *

What months did Dependent (1) live with someone else? And with Who? *

Did you receive any additional income support in 2025 for Dependent (1) *

Select the documents you can provide for Dependent (1):

School Records

Medical Records

Birth Certificate

Immunization (shot) Records

As of 12/31/2025 was Dependent (1) SINGLE OR MARRIED? *

Single

Married

UPLOAD Dependent (1) birth certificate *

UPLOAD Dependent (1) social security card *

Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

Dependent 2

Dependent (2) First Name *

Dependent (2) Last Name *

Relationship *

Dependent (2) Date of Birth *

Dependent Social Security Number *

Is Dependent (2) a Qualifying child or relative of any other person? *

Yes

Is Dependent (2) a biological child? *

Yes

Is Dependent (2) totally and permanently disabled? *

Yes

What is the other biological parent's first and last name for Dependent (2)? *

What city/state is the other biological parent of Dependent (2) located in? *

Did you receive any support from the other biological parent of Dependent (2) in year 2025? *

How much support did you receive from the other biological parent for the Dependent (2)? What type of support?

Ex: Financial Support i.e Child Support

How many months did Dependent (2) live and spend in your household in 2025? *

What months did Dependent (2) live with someone else? And with Who? *

Did you receive any additional income support in 2025 for Dependent (2) *

Select the documents you can provide for Dependent (2): *

School Records

Medical Records

Birth Certificate

Immunization (shot) Records

As of 12/31/2025 was Dependent (2) SINGLE OR MARRIED? *

Single

Married

UPLOAD Dependent (2) birth certificate *

UPLOAD Dependent (2) social security card *

Dependent 3

Dependent (3) First Name *

Dependent(3)Last Name *

Dependent (3) Social Security Number *

Dependent (3) Date of Birth *

Is Dependent (3) a Qualifying child or relative of any other person? *

Yes

Relationship *

Is Dependent (3) your biological child? *

Yes

Is Dependent (3) totally & permanently disabled? *

Yes

What is the other biological parent's first and last name for Dependent (3)? *

What city/state is the other biological parent of Dependent (3) located? *

Did you receive any support from the other biological parent of Dependent (3) in 2025? *

How much support did you receive from the other biological parent for Dependent (3)? What type of support? *

How many months did Dependent (3) live in your household in 2025? *

What months did Dependent (3) live with someone else? And with Who? *

Did you receive any additional income support in 2025 for Dependent (3) *

Ex: Gifts, Loans e.t.c

Pick the documents that you can provide for Dependent (3)

School Records

Medical Records

Birth Certificate

Immunization (shot) Records

As of date 12/31/2025, was Dependent (3) SINGLE OR MARRIED? *

SINGLE

MARRIED

UPLOAD Dependent (3) birth certificate *

UPLOAD Dependent (3) social security card *

Was dependent (1) claimed on your tax return last year?

Yes

Can anyone else claim dependent (1) on their 2025 tax return?

Yes

4 OR MORE DEPENDENTS

Mortgage and Other Information

Did you pay Mortgage Interest in 2025?

Yes

Upload Form 1098 from mortgage lender

Did you or your spouse make payments on your student loans in 2025?

Yes

Upload Form 1098-E Student Loan Interest Statement

Did you pay any child care expenses in 2025 for any dependents listed above? *

Yes

UPLOAD child care expense receipt(s) *

Did you, your spouse or any dependents of yours attend college in 2025?

Yes

UPLOAD Form 1098-T from college below.

Did you, your spouse or dependents receive health insurance through the Marketplace in year 2025 and receive Form 1095-A?

Yes

UPLOAD Form 1095-A Health Insurance Marketplace Statement

Did you or your spouse receive unemployment benefits in year 2025?

Yes

UPLOAD Form 1099-G received for unemployment benefits Browse Files

Do you own or rent your current residence?

Rent

Own

Did you or your spouse pay any medical, prescription, or dental expenses in 2025? (This does not include insurance premiums)

Yes

Do you or your spouse own a rental property?

Yes

Did you or your spouse have any gambling winnings in 2025? *

Yes

Upload Form W-2G from gambling winnings *

Did you or your spouse receive social security benefits in 2025? *

Yes

UPLOAD Form 1099-SSA *

Did you make any charitable contributions in 2025?

Yes

Did you purchase a vehicle in 2025?

Yes

Did you or your spouse withdraw money from your 401k in 2025?

Yes

UPLOAD Form 1099-R for money withdrawn from 401k *

Did you receive any earnings from interest or dividends in 2025? *

Yes

Upload Forms 1099-DIV and 1099-INT for dividends and interest earned *

Are you self-employed?

Yes

Do you own an Employer Identification Number (EIN) for business?

Yes

What is EIN number of your business?

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

Yes

Do you plan to purchase a home within the next one or two years?

Yes

Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:

Yes

Bank Name

Account Type

Account Number

Routing Number

How did you hear about us?

Engagement Letter

I, the taxpayer, hereby affirm that all information provided to Sterling Tax Group is true, correct, and complete to the best of my knowledge. I authorize Sterling Tax Group to prepare my federal and/or state tax returns based solely on the information I provide.

I acknowledge that I am financially responsible for any outstanding balance resulting from false, inaccurate, incomplete, or omitted information I provide. If a balance is due, I agree to pay the tax preparation fee upfront. If my refund is delayed, intercepted, offset, reduced, or denied by any federal or state agency, I remain responsible for payment of all preparation and bank product fees.

Failure to pay preparation fees may result in Sterling Tax Group pursuing legal action or collections to recover outstanding fees. Sterling Tax Group is not liable for penalties, interest, or additional taxes resulting from information provided by the client.

Please allow up to 8 weeks after e-file acceptance before contacting the IRS regarding refund status.

IRS Refund Hotline: 800-829-1954

For assistance from Sterling Tax Group, contact: [email protected]

Thank you for choosing Sterling Tax Group for your tax preparation needs.

Taxpayer Signature *

Clear

Spouse Signature *

Clear

CONSENT TO USE OF TAX RETURN INFORMATION

By signing below, I authorize Sterling Tax Group, its owner, employees, and staff to use the tax return information I provide for the purpose of:

Responding to my inquiries

Providing updates regarding my tax return

Sending appointment reminders or follow-up messages

Sending important tax law changes, deadline notices, client alerts

Providing information about additional products or services that may benefit me

This consent does not authorize disclosure of my information to third parties.

A separate consent is required for disclosure (see below).

Unless I specify a shorter duration, this consent is valid for three (3) years from the date of my signature. I understand that I am not required to consent, and if I refuse, Sterling Tax Group may still prepare my return but may be unable to contact me for certain non-essential communications.

Taxpayer Signature

Clear

Bank Product & Refund Transfer Disclosure

If you elect to use a Refund Transfer Bank Product (e.g., Refund Advantage, SBTG, EPS, or similar), the following applies:

Bank product fees will be deducted from your refund once received.

You are responsible for all preparation and bank product fees even if your refund is delayed, intercepted, offset, or denied.

If your refund is insufficient to cover fees, you authorize Sterling Tax Group to collect payment directly from you.

You authorize Sterling Tax Group to electronically draft your bank account or debit/credit card for unpaid balances.

Failure to make timely payment may result in collections or legal recovery actions.

Taxpayer Signature — Bank Product Disclosure

Taxpayer Signature

Clear

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