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Services
Document Submissions
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In Person Meeting
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Step
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of 2
What is your name?
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What is your phone number?
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What is your email?
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What is your date of birth?
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What is your mailing address? Please include the City and State. No P.O. boxes please.
*
What type of return are you requesting?
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Standard Return
Amended Return(You have changes that need to be made to a previous return)
Business Return
What tax year are you needing filed?
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2025(current year)
2024
2023
What is your filing status?
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Single
Married filing Jointly
Married filing Separately
Head of Household
Qualifying Widower
Do you have an Identity Theft Pin? If so, please type it below. Please note that the IRS sends a new pin each year.
*
What is your occupation?
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Are you married
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Yes
No
Spouses name
Spouse date of birth
Spouse occupation
Please upload a copy of the driver's license and social security card
Click or drag files to this area to upload.
You can upload up to 10 files.
Do you have dependents
*
Yes
No
List of Dependent
Dependent name
Dependent date of birth
What type of documents will you receive for the 2025 tax year? Please select all the applies.
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W2
1099 forms(1099-T,1099-B,1099-NEC,1099-G,etc.)
Unemployment
Social Security
Mortgage Interest Statement
Any other tax forms not listed
Did you have marketplace insurance/Obama care?
Did you pay any vehicle taxes(tags)? If so, how much?
Did you pay tithes or give financial donations to a non-profit? If so, how much and what charity/church?
Did you donate any clothing or furniture items to a non-profit?
Did you pay any childcare expenses? If so, how much and what company? Please provide their EIN/statement.
Did you have any home improvements in 2024? If so, please explain the changes and costs.
What was the total costs of your electric bill for the year?
What was the total costs of your water bill for the year?
What was the total costs of your gas bill for the year?
What was the total costs of your cable bill for the year?
What was the total costs of your cellphone bill for the year?
Did you have any other deductions or credits? If so, please list them.
Please upload other documents
*
Click or drag files to this area to upload.
You can upload up to 10 files.
Next
Please provide your bank account information. If you are filing a joint return, the account must be in both of your names. If your return exceeds $9,000, you will receive your return via check
Bank Name:
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each Account please.
What type of Account do you have?
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Checking
Savings
Routing Number:
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Account Number:
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Please type your name to certify that the information provided is accurate. By typing your name, you are certifying the accuracy of the information provided. Shine's Professional Services is not liable for incorrect information.
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Submit
