Nikki Banks Remote Tax Prep

This form is required to begin your tax preparation process. Please complete all sections carefully and upload all requested documents. Incomplete forms or missing documents may delay the processing of your tax return.

Client Status *

New Client

Returning Client

If you are a new client, please upload a copy of your 2024 tax return below.

Filing Status *

Single – You are not married (or legally separated) as of the last day of the year.

Head of Household - You are not married, have a qualifying dependent, and paid more than half the cost of maintaining the home.

Married Filing Jointly - You are married and file one combined tax return with your spouse.

Married Filing Separately - You are married but choose to file separate tax returns from your spouse.

Qualifying Widow(er) - Your spouse passed away, you have a dependent child, and you qualify to use this status for a limited time.

Taxpayer Full Name

Primary Taxpayer Social Security Number *

Primary Taxpayer Date of Birth *

Phone *

Email *

Street Address *

City *

State *

Country *

Postal Code *

Primary Occupation *

Are you filing with a spouse? *

Yes

No

Spouse Full Name

Spouse Date Of Birth

Spouse Social Security Number

Spouse Contact Number

Spouse Email

Is your address the same as primary?

Yes

No

Street Address

City

State

Country

Zip Code

Spouse Occupation

Upload your Social Security Card and Your Spouse's (if applicable) *

Upload your Social Security Card

Upload your Drivers license / Identification card and Your Spouse's (if applicable) *

Upload your Drivers license / Identification card

Upload Proof of Address (Utility Bill) *

Upload Proof of Address (Utility Bill)

Can you be claimed as a dependent on another person’s tax return? *

Yes

No

Are you required to file with an IRS Identity Protection PIN (IP PIN) for the 2025 tax year? *

Yes

No

If yes, Please Upload Identity Protection PIN letter

Did you receive Health Insurance through the Healthcare Marketplace? *

Yes

No

Upload 1095-A

Are you claiming any dependents for whom you provided more than half of their financial support and who lived in your household for more than six (6) months during the 2025 tax year? *

Yes

No

Dependent Child 1

Dependent Full Name

Date of Birth

Social Security Number

Relationship to Taxpayer

Full Legal Name(s) of Biological Parent(s):

How long did the dependent live in your home during the tax year?

Can your dependent be claimed as a dependent on someone else’s tax return?

Yes

No

Was this dependent disable?

Yes

No

Dependent Child 2

Dependent Full Name

Date of Birth

Social Security Number

Relationship to Taxpayer

Full Legal Name(s) of Biological Parent(s):

How long did the dependent live in your home during the tax year?

Can your dependent be claimed as a dependent on someone else’s tax return?

Yes

No

Was this dependent disable?

Yes

No

Dependent Child 3

Dependent Full Name

Date of Birth

Social Security Number

Relationship to Taxpayer

Full Legal Name(s) of Biological Parent(s):

How long did the dependent live in your home during the tax year?

Upload Social Security Card(s) for each dependent

Can your dependent be claimed as a dependent on someone else’s tax return?

Yes

No

Was this dependent disable?

Yes

No

I certify that all dependents listed on this form whom I am claiming on my tax return lived with me at the address provided, within the United States, for more than six (6) months during the tax year being filed.

In the event of an audit, I can provide one of the following documents to verify the residency requirement for the dependents listed on my tax return. Please select one.

School Records

Medical Records

Daycare Records

Lease Agreement

Did you or anyone in the household attend College? *

Yes

No

If yes, how many years of college have they completed?

Upload your 1098-T Form

Did you, your spouse, OR dependent have additional educational expenses

Yes

No

If yes, (Please provide detailed list)

Did you or anyone in your household receive SSI ? *

Yes

No

Upload SSA-1099

Were you or anyone in the household employed during 2025? *

Yes

No

Did you or your spouse work overtime in 2025?

Yes

No

Did you or you spouse receive tip pay in 2025?

Yes

No

Upload W2

Did you withdraw any money from a retirement plan or a 401k?

Yes

No

Upload 1099-R

Did you or anyone in your household perform household services for pay during the tax year? *

Yes

No

If yes, please upload any supporting documents (receipts, payment records, or statements).

At any time during 2025, did you or your spouse: (a) receive a reward or payment for property or services; or (b) sell, exchange, gift, or otherwise dispose of a digital asset ( of a financial interest in a digital asset)? *

Yes

No

Upload 1099-B

Did you receive unemployment compensation during 2025? *

Yes

No

Upload 1099-G

Were you self-employed during 2025? *

Yes

No

Self-employed Name:

Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.

Business Name

Upload EIN documentation

Employer Identification Number (IF applicable) or SSN

Is your business registered with the Secretary of State?

Yes

does not apply to me

Business Full Address

Business Code https://www.irs.gov/pub/irs-pdf/i1040sc.pdf

Do you have any documents to substantiate your business (formation documents, bills in company name, etc)?

Yes

No

Upload documentation showing proof of entity

Number of employees or contractors, not including you (If applicable)

Did you materially participate in the business in 2025?

Yes

No

How long have you owned your business?

Accounting Method

Did you make any payment in 2025 that would require you to file form 1099

Yes

No

If yes, did you or will you be filing all required 1099 forms?

Upload 1099 Form

Was your business disposed during the year?

Yes

No

Do you have a Profit and Loss Statement for your business?

Yes

No

Upload Profit and Loss Statement

If you were not able to upload Profit and Loss Statement. Can you provide proof of income and expenses?

Yes

No

File Upload receipts

Business Expenses Amount

Advertising
Car and truck
Commissions and fees
Contract labor (1099's)
Depletion
Depreciation and section 179
Employee benefit programs
Insurance (other than health)
Mortgage interests
Other Interest
Legal and professional services
Office expense
Pension and profit-sharing plans
Rent or Lease: Vehicles, machinery, and equipment
Rent or Lease: Other business property
Repairs and maintenance
Job Supplies
Taxes and licenses
Travel
Meals
Utilities
Wages (less employment credits)
Miscellaneous

What was your business gross income for 2025?

What was your business expenses for 2025?

Simplified method filers only sq ft

Enter the total square footage of (a) your home:
Enter the total square footage of the room used for business

Do you have a business vehicle? If so when was the vehicle purchased and the Make and Model?

Did you have to place your vehicle in service for business purposes? (MMDDYYYY)

Please put the name of Expense and the total amount. Example phone $3201.20 List of other expenses

Affidavit for No Receipts OR Profit and Loss Statement

I declare that the above information is true and accurate to the best of my knowledge.

Signed your name for Affidavit for No Receipts OR Profit and Loss Statement

Clear

Do you owe any State or Federal Agencies that may cause an offset to your refund? (ie Child Support, Unemployment Repayment, Federal or State Taxes) *

Yes

No

Would you like to apply for a Refund Advance Loan? *

Yes

No

How would you like to receive your refund? *

Direct Deposit

Check

Apply to Next Year

N/A

Please add your routing and account number?

How will you pay your tax prep fees? *

Refund Transfer (taken from your refund)

Out-of-Pocket

Upload Voided Check or Account & Routing numbers

Primary Signature to receive funds direct deposit *

Clear

Spouse Signature to receive funds direct deposit

Clear

Who Referred You?

Primary Signature for CLIENT NON PAYMENT/OFFSET CLAUSE *

Clear