Thank you for taking time to complete the Client Tax Questionnaire. Please be sure
to organize all of your tax documents prior to submitting the form.

IMPORTANT: AFTER THE COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO THE OFFICE. AFTER CLICKING THE SUBMIT BUTTON, YOUR CONFIRMATION EMAIL WILL BE SENT.

Please note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

Taxpayer Information

Are you a new or existing client?

First Name *

Last Name *

Phone *

Email *

[email protected]

Date of birth *

Taxpayer Social Security Number *

Address

Street Address

City

State

Country

Postal Code

Did the taxpayer work in 2025? *

Yes

No

Taxpayer Occupation

Can another taxpayer claim you as a dependent on their tax return?

Yes

No

Marital Status

Spouse Information

Will you be filing a tax return with your spouse? *

Yes

No

Spouse First Name

Spouse Last Name

Spouse Date of Birth

Spouse Phone Number

Spouse Email

Spouse Social Security Number

Did the spouse work in 2025?

Yes

No

Spouse Occupation

Taxpayer Photo ID - FRONT IMAGE *

Taxpayer Photo ID - BACK IMAGE *

Taxpayer Income Documents *

Spouse Photo Identification - Front Image *

Spouse Photo Identification - Back Image *

Spouse Income Documents *

Dependent Information

Do you have any dependents you will claim on your 2025 tax return? *

Yes

No

How Many Dependents Will You Be Claiming On Your 2025 Tax Return

Dependent 1

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent Social Security Number

Relationship

Was the dependent under age 19 on 12/31 of the tax year?

Was the dependent under age 24 and a full-time student?

If applicable, is the dependent permanently and totally disabled?

Were you previously issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

No

Did dependent (1) live with you for more than half of the year?

Did you provide more than 50% of the dependent's support?

Was dependent (1) claimed on your tax return last year?

Yes

No

Can anyone else claim dependent (1) on their 2025 tax return?

Yes

No

Mortgage and Other Information

Do you rent or own your current residence?

Rent

Own

Upload Form 1098 from mortgage lender

Did you or your spouse make payments on your student loans in 2025?

Yes

No

Upload Form 1098-E Student Loan Interest Statement

Did you or your spouse pay any medical or dental expenses in 2025? (This does not include insurance premiums)

Yes

No

Do you or your spouse own a rental property?

Yes

No

Did you or your spouse have any gambling winnings in 2025?

Yes

No

Upload Form W-2G from gambling winnings

Did you or your spouse receive social security benefits in 2025?

Yes

No

Did you make any charitable contributions in 2025?

Yes

No

Did you purchase a vehicle in 2025?

Yes

No

Did you or your spouse withdraw money from your 401k in 2025?

Yes

No

Did you receive any earnings from interest or dividends in 2025?

Yes

No

Upload Forms 1099-DIV and 1099-INT for dividends and interest earned

Are you self-employed?

Yes

No

Do you or your spouse owe debt to any Government Agency; such as IRS, Student Loans, Child Support etc?

Yes

No

Which Government Agency do you owe?

Do you plan to purchase a home within the next one or two years?

Yes

No

Did you make any home improvements in 2025?

Yes

No

Would you like your tax refund direct deposited into your bank account? If so, please complete bank information below:

Yes

No

Bank Name

Account Type

Account Number

Routing Number

How did you hear about us?

Engagement Letter

I, the taxpayer, hereby affirm that all information provided to Sterling Tax Group is true, correct, and complete to the best of my knowledge. I authorize Sterling Tax Group to prepare my federal and/or state tax returns based solely on the information I provide.

I acknowledge that I am financially responsible for any outstanding balance resulting from false, inaccurate, incomplete, or omitted information I provide. If a balance is due, I agree to pay the tax preparation fee upfront. If my refund is delayed, intercepted, offset, reduced, or denied by any federal or state agency, I remain responsible for payment of all preparation and bank product fees.

Failure to pay preparation fees may result in Sterling Tax Group pursuing legal action or collections to recover outstanding fees. Sterling Tax Group is not liable for penalties, interest, or additional taxes resulting from information provided by the client.

Please allow up to 8 weeks after e-file acceptance before contacting the IRS regarding refund status.

IRS Refund Hotline: 800-829-1954

For assistance from Sterling Tax Group, contact: [email protected]

Thank you for choosing Sterling Tax Group for your tax preparation needs.

Taxpayer Signature *

Clear

Spouse Signature *

Clear

CONSENT TO USE OF TAX RETURN INFORMATION

By signing below, I authorize Sterling Tax Group, its owner, employees, and staff to use the tax return information I provide for the purpose of:

Responding to my inquiries

Providing updates regarding my tax return

Sending appointment reminders or follow-up messages

Sending important tax law changes, deadline notices, client alerts

Providing information about additional products or services that may benefit me

This consent does not authorize disclosure of my information to third parties.

A separate consent is required for disclosure (see below).

Unless I specify a shorter duration, this consent is valid for three (3) years from the date of my signature. I understand that I am not required to consent, and if I refuse, Sterling Tax Group may still prepare my return but may be unable to contact me for certain non-essential communications.

Taxpayer Signature

Clear

Bank Product & Refund Transfer Disclosure

If you elect to use a Refund Transfer Bank Product (e.g., Refund Advantage, SBTG, EPS, or similar), the following applies:

Bank product fees will be deducted from your refund once received.

You are responsible for all preparation and bank product fees even if your refund is delayed, intercepted, offset, or denied.

If your refund is insufficient to cover fees, you authorize Sterling Tax Group to collect payment directly from you.

You authorize Sterling Tax Group to electronically draft your bank account or debit/credit card for unpaid balances.

Failure to make timely payment may result in collections or legal recovery actions.

Taxpayer Signature — Bank Product Disclosure

Taxpayer Signature

Clear