Please SAVE YOUR APPLICATION first, by clicking the Log In button below. Create a username and password.

Save & Return

Use an account to return to saved work.

Referred by

Tax Filer 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

Filing Status *

Over 65

yes

no

2023 ID Theft PIN (if you have one) (please call ASAP, if you did not receive ID PIN from IRS.

Spouse's name

Spouse's Date of Birth +

Spouse's SSN

Spouse's Driver license/ ID number

Spouse's State (Abbr)

Spouse's Date of Issue +

Spouse's Expiration date +

Spouse's Job Title/Occupation

Name of Dependent (1) Claimed as Exemption

Dependent (1) Date of Birth +

Dependent (1) SSN

Dependent (1) Relationship

Name of Dependent (2) Claimed as Exemption

Dependent (2) Date of Birth +

Dependent (2) SSN

Dependent (2) Relationship

Name of Dependent (3) Claimed as Exemption

Dependent (3) Date of Birth +

Dependent (3) SSN

Dependent (3) Relationship

Child & Dependent Care Expenses

Name of Organization or Person who provided care

Phone No.

Address (street, city, state & zip code)

Tax ID or SSN

Amount Paid

INCOME REPORTED

Type of income reported in 2024 (check all that apply) *

Business Income (check all that apply)

Cash (only)

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

1099 - MISC

DEDUCTIONS

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

Multiple deductions

Medical Expenses (any and all)

Dental expenses (any and all)

Taxes

Real Estate Tax

Auto Registrations fees

Sales Tax on Auto Purchases

Mortgage Interest

1098 form

Charitable contributions *

YES ( if any at all)

NO

MISCELLANEOUS EXPENSES AND DEDUCTIONS (DISCUSSED LATER)

YES

NO (if you did not work)

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 (ENTER YOU BANK INFORMATION BELOW)

Check (mailed)

Is your Bank information the same as last year? *

YES, IF ARE A RETURNING CLIENT..

No; if No, please UPDATE your bank information below

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.

Returning Clients? *

yes

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 email; mrfrazier@fraztax.com *

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. )