Tax Preparation Form

Prosperity Global Tax Preparation Form

This form is required to begin your tax preparation process. Please complete all sections carefully and upload all requested documents. Incomplete forms or missing documents may delay the processing of your tax return.

1BASIC INFORMATION

2TAXPAYER INFORMATION

3SPOUSE INFORMATION

4DEPENDENT INFORMATION

5BANK ACCOUNT INFORMATION

6SWORN STATEMENT OF RESIDENCY

7DISCLOSURE FORM

WHAT TAX YEAR ARE YOU FILING?(Required)

CLIENT(Required)

WHO REFERRED YOU?

Referral Name

IF YOU ARE A NEW CLIENT, HOW DID YOU HEAR ABOUT US?(Required)

FIRST NAME

LAST NAME

SOCIAL SECURITY NUMBER

DATE OF BIRTH

Date

example@example.com

PHONE NUMBER

Please enter a valid phone number.

SPOUSE DRIVER LICENSE OR STATE ID NUMBER

ID ISSUE DATE

Date

ID EXPIRATION DATE

Date

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Please list only dependents who lived with you for more than 6 months in 2026, not including yourself or your spouse.

DEPENDENT 1

First Name Last Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 2

First Name Last Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 3

First Name Last Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

DEPENDENT 4

First Name Last Name

DEPENDENT SSN

DEPENDENT DATE OF BIRTH

Date

RELATIONSHIP

DID THE DEPENDENT LIVE WITH YOU OVER 6 MONTHS OUT THE TAX YEAR?

Name of Parent(s) or Guardian(s)(Required)

First Last

Dates the dependent(s) lived with you in Calendar Year 2026(Required)

Ex: (Jan 1 to Dec 31, 2026)

Address that your dependent (s) lived with you at in 2026 for more than 6 months(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

List All Dependents That Lived With You From Your Tax Return

Dependent 1(Required)

Dependent 2

Dependent 3

Dependent 4

In the event of an audit, I can provide one of the following documents to verify the residency requirement for the dependents listed on my tax return. Please select one.(Required)

School Records

Medical Records

Daycare Records

Lease Agreement

Other

If other, list below

By typing your name and the last 4 digits of your Social Security number, this serves as your electronic signature and confirms that all information entered on this form is true and correct.*(Required)

First Name Last Name

Last 4 numbers of your social security number(Required)

Date(Required)

Date

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

Did you withdraw any money from a retirement plan or a 401k?(Required)

Have you ever been disallowed for EITC, CTC, or AOTC(Required)

Did you or your spouse work overtime in 2025?(Required)

Did you or you spouse receive tip pay in 2025?(Required)

Did you or your spouse purchase a brand new vehicle in 2025?(Required)

Did you receive health insurance through the Market Place? (If Yes, please upload your 1095A. If you don't have it download from www.healthcare.gov)(Required)

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

Do you, your spouse or dependents have an IRS IP PIN?(If Yes, Please upload document or enter below)*(Required)

List the name of the person and IP PIN

Anything you'd like us to know when preparing your return?

Please upload all tax documents needed to prepare your tax return (for example, W-2s, 1099s, 1098-T, 1095-A, etc.), including any required photo IDs (if not already uploaded) and Social Security cards.

Drop files here or

Max. file size: 512 MB.

By typing your name and entering the last 4 digits of your Social Security number, this will serve as your electronic signature. By signing, you confirm that all information entered on this form is true and correct. By completing this form, you consent to Prosperity Global, LLC using the information submitted to prepare your income tax return and, where applicable, to apply for banking products on your behalf.*(Required)

First Last

Last 4 numbers of your social security number(Required)

Date(Required)

Date

Tax Preparation Form

Prosperity Global Tax Preparation Form

List All Dependents That Lived With You From Your Tax Return

Services

Pages

Tax Preparation Form

Prosperity Global Tax Preparation Form

List All Dependents That Lived With You From Your Tax Return

ENGAGEMENT LETTER

Service Agreement Overview

Your Responsibilities

Specific Considerations for Tax Credits

Record Retention and Original Documents

Legal and Financial Responsibilities

Audit and Examination

Completion and Payment of Services

Exclusions from This Engagement

Communication and Email Use

Additional Services

Audit Representation

Confidentiality and Data Protection

Opt-In for Communications

IRS Discussion Authorization

Tax Preparation Fee

Services

Pages

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