TLK Tax & Financial

For Personal

2020 Tax Return copy

First Name: (required)

Last Name: (required)

Address:

Birthday

Email: (required)

Phone#: (required)

Full Year Resident (For example: Texas)

Driver License#:

1099 Income:

W2 Income:

Interest Income

Student Loan/Student Tuition Form 1098T

Any IRA traditional or Roth IRA

Obama care health insurance 1095 A

Stimulus Checks $1400 ( Yes/ No )

Total 2021 Child Tax Credit Advance

MORTGAGE (INTEREST)

PROPERTY TAX

RENTAL PROPERTY ( Yes/ No )

Stocks ( Yes/ No )

Crypto ( Yes/ No )

Dependent (children’ s social and Date of birth)

Type of Business

LLC EIN formation and Tax ID

% of member

Profit

Expenses