J&C SOLANO TAX
SERVICES, LLC

1119 Livingston Ave., New Brunswick, NJ 08901
Tel. (732) 354-4625 | Fax (732) 964-3592 | email: w2tax@jcsolano.com

The following questionnaire will help the taxpayer provide all the necessary information so the tax preparer can accurately complete their tax return.
It is very important that all the information you provide is supported by the corresponding documentation. This questionnaire and the required documentation must be completed by the taxpayer before filing their tax return.
Any information and documents not provided on time will delay the processing of your tax return.

DOCUMENTS REQUIRED TO COMPLETE YOUR TAX RETURN

TAXPAYER
DEPENDENTS

BASIC INFORMATION

• Was there any change in the number of your dependents?
• Are your dependents over 19 years old or full-time students?
• Did you receive any letter from the IRS regarding changes to your taxes from previous years?
• Did all your dependents live with you for at least 6 months?

INCOME INFORMATION

Please select any of the following forms that you or your spouse received:

INCOME ADJUSTMENTS


PERSONAL INFORMATION

PRIMARY TAXPAYER
• SS# or ITIN:
• First name:
• Middle name:
• Last name:
• Date of birth:
• Home phone:
• Cell phone:
• Occupation:
• Are you a dependent?:
• Email address:
SPOUSE
• SS# or ITIN:
• First name:
• Middle name:
• Last name:
• Date of birth:
• Home phone:
• Cell phone:
• Occupation:
• Are you a dependent?:
• Email address:
MARITAL STATUS
CURRENT ADDRESS
Street: Apt:
City:
State: ZIP Code:
I, certify that all the information in this document is valid and has been provided voluntarily under my responsibility. I authorize J&C Solano Tax Services, LLC to use said information for the tax return for the year .
ADDITIONAL NOTES:
Sign with your finger or mouse

J&C Solan ® 2024

Desarrollado por Inpulsa - JP Insight. Todos los Derechos Reservados 2024

Chatea con nosotros
Hola! Haz clic en un miembro para chatear por WhatsApp ;)
Por lo general respondemos en unos minutos.