Personal Information

We will use last year's data if left blank
We will use last year's data if left blank
We will use last year's data if left blank
We will use last year's data if left blank
Cannot be a PO Box or virtual address - We will use last year's data if left blank

Income Information

Please check all that apply and provide relevant documents:

Deductions & Credits

Check all that apply and provide relevant documents

Document Upload

PLEASE INCLUDE A COPY of your drivers license or government issued ID. That is required for us to transmit your tax return. We will use last year's data if left blank.
Drag & Drop Files, Choose Files to Upload You can upload up to 20 files.
Examples: Capital Losses, Charitable Contributions, etc.
We will use last year's data if left blank

Direct Deposit Information (Optional)

This is required to recieve any refunds per Executive Order 14247. If you do not provide this information, you will receive a notice from the IRC (Form CP53E) demanding bank information or an explanation why you require a physical check, BEFORE a refund is issued.
For refund or payment purposes:

Additional Information

Any significant life events this year? (e.g., marriage, divorce, home purchase, job change, lived in 2 different states / local tax jurisdictions?)

Any other relevant information or questions?

Consent and Signature

I certify that the information provided on this form is accurate and complete to the best of my knowledge. I authorize Matthew Tae & Fellow Travelers to use this information to prepare my personal tax return.
Clear Signature