Thank you for choosing Sterling Tax Group. Please gather all of your tax documents before you begin this questionnaire.

IMPORTANT: Please complete every section that applies to you, then click SUBMIT at the bottom of the form to send your information to our office. You will receive a confirmation email once your form is received.

To comply with federal and state identity theft protection requirements, we will ask for a valid government-issued photo ID during your engagement.

Taxpayer Information

Are you a new or existing client?

Do you have a copy of your prior year (2025) tax return? *

Do you have any unfiled tax returns from previous years? *

Taxpayer First Name *

Taxpayer Last Name *

Taxpayer Social Security Number *

Taxpayer Date of Birth *

MM-DD-YYYY

Taxpayer Occupation

Taxpayer Phone Number *

Taxpayer Email *

[email protected]

Upload Taxpayer Photo ID (Front) *

Upload Taxpayer Photo ID (Back) *

Upload Taxpayer Social Security Card

Street Address *

State *

City *

Postal Code *

Have you, your spouse, or any dependents been issued an Identity Protection PIN (IP PIN) by the IRS? *

Did the taxpayer work in 2026? *

Yes

Was the taxpayer affected by a federally declared disaster in 2026? *

Yes

Marital Status

Spouse Information

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

Yes

Have you ever had the EITC, AOTC, CTC, or ACTC denied or reduced by the IRS? *

Yes

Dependent Information

Do you have any dependents you will claim on your 2026 tax return? *

Yes

How many dependents will you claim on your 2026 tax return? *

Dependent 1

Dependent (1) First Name *

Dependent (1) Last Name *

Dependent (1) Date of Birth *

Dependent (1) Social Security Number *

Can Dependent (1) be claimed as a qualifying child or relative by anyone else? *

Yes

Dependent (1) Relationship to You *

Is Dependent (1) permanently and totally disabled? *

Yes

How many months did Dependent (1) live with you in 2026? *

Upload Dependent (1) Birth Certificate *

Upload Dependent (1) Social Security Card *

Has Dependent (1) been issued an Identity Protection PIN (IP PIN) by the IRS?

Yes

Dependent 2

Dependent (2) First Name *

Dependent (2) Last Name *

Dependent (2) Relationship to You *

Dependent (2) Date of Birth *

Dependent (2) Social Security Number *

Can Dependent (2) be claimed as a qualifying child or relative by anyone else? *

Yes

Is Dependent (2) permanently and totally disabled? *

Yes

How many months did Dependent (2) live with you in 2026? *

Upload Dependent (2) Birth Certificate *

Upload Dependent (2) Social Security Card *

Dependent 3

Dependent (3) First Name *

Dependent (3) Last Name *

Dependent (3) Social Security Number *

Dependent (3) Date of Birth *

Can Dependent (3) be claimed as a qualifying child or relative by anyone else? *

Yes

Dependent (3) Relationship to You *

Is Dependent (3) permanently and totally disabled? *

Yes

How many months did Dependent (3) live with you in 2026? *

Upload Dependent (3) Birth Certificate *

Upload Dependent (3) Social Security Card *

Mortgage and Other Information

Did you pay mortgage interest in 2026? *

Yes

Did you or your spouse make student loan payments in 2026? *

Yes

Did you pay child care expenses in 2026 for any of the dependents listed above? *

Yes

Did you, your spouse, or any of your dependents attend college in 2026? *

Yes

Did you, your spouse, or your dependents have health insurance through the Marketplace in 2026 (Form 1095-A)? *

Yes

Did you or your spouse receive unemployment benefits in 2026? *

Yes

Did you or your spouse pay medical, prescription, or dental expenses in 2026? (Do not include insurance premiums.)

Yes

Do you or your spouse own a rental property?

Yes

Did you or your spouse have any gambling winnings in 2026? *

Yes

Did you or your spouse receive social security benefits in 2026? *

Yes

Did you make any charitable contributions in 2026?

Yes

Did you purchase a vehicle in 2026?

Yes

Did you or your spouse withdraw money from your 401k in 2026? *

Yes

Did you receive any earnings from interest or dividends in 2026? *

Yes

Are you self-employed, a small business owner, or have a "side hustle"?

Yes

Business EIN (if you have one)

Do you or your spouse owe a debt to a government agency (such as the IRS, a state agency, student loans, or child support)?

Yes

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

Yes

Would you like your refund deposited directly into your bank account? *

Yes

Bank Name *

Account Type *

Account Number *

Routing Number *

Confirm Account Number *

Please double-check your bank information. Incorrect or closed accounts can delay your refund for weeks. *

I confirm the routing and account numbers I entered are correct, and the account is open, active, and in my name.

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

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

IRS Form 8821 Tax Information Authorization

By signing below, I authorize Sterling Tax Group, its owner, and its authorized tax preparers to act as my designee on IRS Form 8821, Tax Information Authorization. This allows Sterling Tax Group to inspect and receive my confidential federal tax information from the IRS, including account transcripts, wage and income transcripts, return transcripts, record of account, and IRS notices.

Type of tax: Income. Tax form: 1040. Tax years: 2019 through 2026.

I authorize Sterling Tax Group to complete Form 8821 using the name, Social Security Number, address, and phone number I provided on this form, to apply my electronic signature below to Form 8821, and to submit it to the IRS online, by fax, or by mail. I understand the IRS must receive Form 8821 within 120 days of the date I sign.

This authorization only allows Sterling Tax Group to view and receive my tax information. It does not allow Sterling Tax Group to represent me before the IRS, sign returns for me, or make changes to my IRS account. It does not revoke any prior tax information authorizations. It stays in effect until I revoke it in writing or Sterling Tax Group withdraws.

If filing a joint return, my spouse must also sign below. Each spouse's authorization covers only their own tax information.

Taxpayer Signature (Form 8821) *

Clear

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.