Start Your Tax Filing

WITH SHY, YOUR TAX PREPARER

Complete everything once below — your information, your documents, and your refund details. Your intake goes directly to Shy at Allure Tax Proz.

About You

NAME

PHONE NUMBER

STREET ADDRESS

CITY

STATE

ZIP

DATE OF BIRTH

SOCIAL SECURITY NUMBER

FILING STATUS

OCCUPATION

HOW WOULD YOU LIKE TO RECEIVE YOUR REFUND?

ARE YOU SELF EMPLOYED?

DID YOU RECEIVE MARKETPLACE INSURANCE 1095-A?

CAN ANYONE FILE YOU OR YOUR SPOUSE ON THEIR RETURN?

DO YOU OWE THE IRS FOR FEDERAL OR STATE TAXES? IF SO, ADD THE AMOUNT OWED AND THE TAX YEAR.

DO YOU OWE CHILD SUPPORT OR STUDENT LOANS? IF SO, ADD THE INFORMATION HERE.

WHAT WAS THE LAST YEAR YOU FILED YOUR TAXES?

DO YOU HAVE ANY DEPENDENTS?

PHOTO ID (REQUIRED)

SOCIAL SECURITY CARDS — YOU, SPOUSE & DEPENDENTS (REQUIRED)

W-2S

1099S

LAST YEAR'S TAX RETURN

CREDIT REPORT (IF APPLYING FOR CREDIT REPAIR)

OTHER / ADDITIONAL DOCUMENTS

I agree

TYPE YOUR FULL NAME AS YOUR SIGNATURE

DATE

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