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Save & Return

Use an account to return to saved work.

Referred by

Tax Flier information

First Name *

Middle Initial

Last Name *

Driver license/ ID number *

State (Abbr) *

Date of Issue * +

Expiration date * +

Street Address *

City *

State *

Zip Code *

Phone Number *

Email Address *

Your SSN *

Date of Birth * +

Your Job Title/Occupation *

Blind *

yes

no

Do you own a home? *

Yes

No

Did you receive Total Adv Child Tax funds for 6 months in 2021 or receive letter 6914 (If so please submit with your documents) *

Yes

No

IF SO, How much CHILD TAX CREDIT PER month did you receive? IF UNANSWERED THIS WILL DELAY YOUR RETURN!!!!

Are you looking to purchase a home soon? *

Yes, send me an application

Yes, but not ready at the moment

No

2021 ID Theft PIN (if you have one) (please call ASAP, if you did not receive ID PIN from IRS.

Did you receive EDD/Unemployment in 2021? *

yes

no

Covered Ca / Obamacare (If yes, upload 1095-A form along with your other documents) *

Yes

No

Spouse's name

Date of Birth +

Spouse's SSN

Over 65

yes

no

Driver license/ ID number

State (Abbr)

Date of Issue +

Expiration date +

Blind

yes

no

Spouse's Job Title/Occupation

Name of Dependent (1) Claimed as Exemption

Date of Birth +

Dependent (1) SSN

Relationship

Name of Dependent (2) Claimed as Exemption

Date of Birth +

Dependent (2) SSN

Relationship

Name of Dependent (3) Claimed as Exemption

Date of Birth +

Dependent (3) SSN

Relationship

Child & Dependent Care Expenses

Name of Organization or Person who provided care

Phone No.

Address (street, city, state & zip code)

Tax ID/ EIN

Amount Paid

INCOME REPORTED

Type of income reported in 2021 (check all that apply) *

Business Income (check all that apply)

Cash

Cash Apps (Paypal, Venmo, Zelle, etc.)

1099 - MISC

Corporate Filiers

1065 (Partnership)

1120 S (S-Corp)

1120 (C-Corp)

Self Employed LLC

Financial Statements (check all that apply)

Profit and Loss

Bank Statements

DEDUCTIONS

DEDUCTIONS CLAIMED (check all that apply) (will be discussed in further detail) *

Taxes *

Mortgage Interest *

Charitable contributions *

MISCELLANEOUS *

Please state or list any other income, expenses, deductions or relevant information

TAX REFUND INFORMATION

Type of Refund Received *

Green dot card (Download the GO2 mobile app) and enter the routing and account number below

Direct Deposit

Check (mailed)

Returning Clients? *

yes

no

If you will like your refund to be direct deposited to YOUR bank account and routing number; IF YOU DO NOT WISH TO HAVE YOUR REFUND DIRECT DEPOSITED, TYPE "NO" IN each box below.

Bank Name *

Routing No *

Account No. *

Authorization

Consent to Disclose Tax Return Information to Frazier Accounting and Business Services. I/we hereby consent to the disclosure of tax return information described on this website to the terms above and allow the tax return preparer to enter a PIN in the tax preparation software on my behalf to verify that I/we consent to the terms of this disclosure. Please print your full name and date to affirm acceptance If you need further assistance please feel free to contact us at; 310.341.3990 *

Date * +

ANY MISSING INFORMATION WILL DELAY THE TAX PREPARATION PROCESS FOR YOUR FILE!!!!!

You will receive an email with your PERSONAL SECURE CLIENT FOLDER, to upload your documents. Please RESPOND to this email from Fraztax (ID, SSN Cards, W-2s, 1099s, etc. )