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TAX CENTER
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Get Started Today

Get Started Today

Tell Us About Yourself

Provide us with some basic information and a tax professional will be in touch with you shortly.

Taxpayer Information

First Name

Last Name

Email

Phone

Preferred Method of Contact

Marital Status

Date of Birth

Street Address

Occupation

How would you like to receive a copy of your completed tax return?

Check All That Apply (If Any)

Are you active in the military? Is anyone claiming you as a dependent?

Spouse Information (If Applicable)

First Name

Last Name

Date of Birth

Email

Phone

Preferred Method of Contact

Occupation

Check All That Apply (If Any)

Are you active in the military? Is anyone claiming you as a dependent?

Your Tax Situation

Please select all that apply to you or your spouse:

Income Sources

Employer (W-2) Unemployment Social Security (SSA-1099) Retirement Plan Distribution Interest (1099-Int) Dividends (1099-DIV) Stock or Mutual Fund Sale (1099-B) Self-Employment / Miscellaneous Income Rental Property Partnership, S-Corporation or Trust Income (K-1)

Household / Dependents

Claiming Dependent(s) Change in family or marital status from prior year Adopted a child Paid child / dependent care expenses Tuition (1098-T) and education expenses Paid student loan interest Enrolled in a health insurance plan through the federal or state marketplace (1095-A) HSA Contribution Received Advanced Child Tax Credit Payments

Itemized Deductions

Donated cash or goods to charity Made a major taxable purchase Had a mortgage payment (1098) Paid property taxes Large out-of-pocket medical expenses Paid rent for primary residence

Miscellaneous

Sold a home Paid / received alimony Lived in a federally declared disaster area Had gambling winning / losses Made an IRA contribution Sold, traded or earned cryptocurrency

Your Year

Do you have any financial and/or personal goals you want your tax pro to be aware of?

Contact Us

PHYSICAL ADDRESS

520 Stokes Road
Ste. B-2
Medford, NJ 08055

MAILING ADDRESS

P.O. Box 2675
Cinnaminson, NJ 08077

Phone

(609) 969-4500

Email

[email protected]

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