2022 Tax Form | Jennifer Young's Bookkeeping

May God Bless You This Holiday Season!

See you after because the Lord giveth and the IRS taketh away, we can help you get it back! Seriously! Fill out the form below online or download and fill out before you come in to discuss the best plan for you!

We can’t wait to see you!

Best Wishes,

Jen, Trista, Blayke, Sondra, Jim, Brittany, Ashley and Lana.

2022 Tax Questionnaire Online

2022 Tax Questionnaire New

Step 1 of 4

Taxpayer Name:
Taxpayer Address:
Occupation:
Spouse Name:
Spouse Address: (if different)
Spouse Occupation:
Phone Numbers:
Email Address(es):
Filing Status
- Single
- Married
- Head of Household
- Qualifying Widow
Taxpayer Date of Birth:
MM slash DD slash YYYY
Spouse Date of Birth:
MM slash DD slash YYYY
If you would like your tax refund (if any) deposited directly into your bank:
Account Type:
- Checking
- Savings
Account Number:
Bank Routing Number:
If we have not previously prepared your return, please provide a copy of your 2020 tax returns and driver’s licenses.

Credits
Child & Dependent Care
1. Number of Qualifying Individuals
2. Name, Address, and Identification number of each Provider:
Name
Address
ID Number
Amount Paid
Name
Address
ID Number
Amount Paid
Name
Address
ID Number
Amount Paid
Name
Address
ID Number
Amount Paid
If payments were made to an individual, were the services performed in your home?
- Yes
- No
If yes, have payroll reports been filed?
- Yes
- No
Special Needs Child
- Yes
- No
Tuition & Fees Paid for higher education
Foreign Tax Credits (attach details)
Federal
Amount
State
Amount
Federal
Amount
State
Amount
Federal
Amount
State
Amount
Federal
Amount
State
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Date
MM slash DD slash YYYY
Amount
Other payments or credits – attach schedule & explain

May God Bless You This Holiday Season!

2022 Tax Questionnaire New

Step 1 of 4

Dependents

Income

Credits

Services

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