PPC Tax Client Profile Sheet

Please complete to the best of your ability

Things you will need to your taxes:

Tax Information such as Forms W-2, 1099, 1098, 1095.
Social Security cards or ITIN letters for all persons on your tax return
Picture ID (such as valid driver's license) for you and your spouse
Proof of Residence
Business Expenses (including 1099-NEC)

Today's Date

Taxpayer Full First Name *

Taxpayer Full Last Name

Social Security No. *

Date Of Birth *

Phone *

Email Address *

Spouse Social Security No.

Spouse Date of Birth

Spouse Phone

Spouse Email

Did You File with PPC last year? *

Yes

How did you hear about US

Google

Referral

Marketing

Address

Street Address *

City

State

Postal Code

Please SELECT Filing Status *

Single

Head of Household

Married Filing Jointly

Married Filing Separate

Choose (1) option only

Marital Status *

Never Married (Single)

Married

Divorced

Widowed

Legal Separated (not Divorced)

Health Insurance *

Marketplace (1095-A Required)

Work Health Insurance

Medicaid

Other

Choose (1) option only

Dependents *

How Many are you claiming? (Single - 1)

College Students

Yes

Dependents, Date of Birth, Relationship

Please list any dependents you will claim on your tax return this year (Name, D.O.B, relationship)

Type of Tax Return *

Federal (Individual)

State (Individual)

Self Employed (1099, Single Member LLC)

Business (1120, 1120S, 1065 Partnership)

Payroll Tax

Sales Tax

Franchise (BOI)

Other (please let us know in the notes)

Additional income

Self Employment

Unemployment

Alimony

Disability

Retirement

Investment

NONE

If you have any additional income, please upload the 1099 below

Additional Tax Credits

Medical

Tuition (Form 1098-T)

Daycare Expense

Education

Energy

Clean Vehicle

Mortgage (Issued MCC)

Student Loan Interest

NONE

Choose the other credits you think you qualify for (additional information may be requested)

Real Estate

Own Rental Property(s)

Real Estate Investor

Purchases a Home

Have Any credits been disallowed? *

YES

If this credit has been disallowed we need to file a special form

Business

1099 Worker (Self-Employed)

Business Owner/Own a % of company

LLC, S Corp, C Corp, etc.

Business Records

Bank Statements

Cash App Statements

Stripe Reports

Profit & Loss Statements

Purchase Receipt/Invoices

Other, (put in the notes)

Do you have any of the following records? Check all that applies

Do you have an Identity Protection Pin? *

Yes (Enter below)

Enter the Pin

Are you applying for a bank loan? *

$1000 (no fees)

Max Amount (fee may apply)

How do you want to RECEIVE your refund (if you due refund)? *

Bank Loan (Fees may apply)

Direct Deposit

Check (Mail)

Debit Card (Fast Money Card)

How are you PAYING for your tax preparation fees? *

Tax Refund Deduction

Credit Card

Zelle

Cash App

Other, (specify in notes)

Upfront Payment Required for Credit Card, Zelle/Cash App: [email protected]

Notes

How do you wanted to received your Completed Tax Return Paperwork? *

Mail (Paper Copy)

We are obligated to provide you with a copy of your filed documents. Please advise how you prefer to receive them by selecting one option.

Are you interested in learning more?

Starting a Business

Credit Repair

Bookkeeping

Financial Planning

Life Insurance

Virtual Mailboxes/Offices

Who is you Tax Preparer? *

Nancy Clark (Thompson)
Randi Walker
Other
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Select which tax preparer you are working with

Who referred you??

Enter the name of the person who referred you to me. Remember we give Referral Fee!!

Driver's License or Identification Card

Upload must be less than 20MB

Upload an Unexpired Driver's License or Identification Card

Primary Taxpayer Social Security Card

Upload must be less than 20MB

Upload the Primary Taxpayer Social Security Card

Spouse Driver's License or Identification Card

Upload must be less than 20MB

Spouse Driver's License or Identification Card

Spouse Taxpayer Social Security Card

Upload must be less than 20MB

Upload the Spouse Taxpayer Social Security Card

Dependent Social Security Cards, Birth Facts, Birth Certificates

Upload must be less than 50MB

You can Upload Multiple documents for ALL dependents you are carrying

Tax Documents (including W-2s. 1099s, 1095-A, etc.)

Upload must be less than 50MB

You can Upload Multiple documents

Proof of Address

Upload must be less than 20MB

Proof of address (Full Page), electric bill, mortgage, lease, landlord verification,etc.

Upload Business Records

Upload must be less than 20MB

Upload any records for your business, other email to [email protected]

Security Question *

Choose (1) Security Question

Mother's Maiden Name
Name of First Pet
Name of Your High School
Name of Oldest Child
Father's Middle Name
No elements found. Consider changing the search query.
List is empty.

Choose (1) Security Question and enter the answer on the next line

Security Answer *

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. agree to terms & conditions provided by the Paragon Parcel Companies, which can be view below. By providing my phone number and email, I agree to receive text messages and email from the Paragon Parcel Companies.

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.

Tax Payer Signature *

Clear

By signing this form, you affirm that all information provided to Paragon Parcel Companies is complete and accurate. You acknowledge that you are solely responsible for the information submitted on your return.

Paragon Parcel

Paragon Parcel Companies LLC

6065 Hillcroft Ave Suite 610 Houston, TX 77081

Office: (713) 885-9075 e-Mail: [email protected]

www.paragonparcel.com

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