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PARS FINANCIALS

We Don't Sell, We Buy Trust!

Tax Services
Business Structure
Insurance
Social Security Benefits
Resources

Instagram WhatsApp YouTube Google Reviews Share Get Consultation

PARS FINANCIALS

We Don't Sell, We Buy Trust!

Tax Services
Business Structure
Insurance
Social Security Benefits
Resources

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Individual Tax Return Preparation

PLEASE READ:

*Welcome to Pars Financials! We Are a Financial Firm Specialized in Taxes. As IRS Enrolled Agent, We are Here to Assis You with All Your Tax Related Needs. Please Call us at 954-657-1503. You May Use the Form Below to Start Filing Your Tax Return with a Tax Advisor. Please Be Accurate and If You Have a Question, Or There Is A Confusion, Please Include Your Concern In The Description Field At The Bottom!

HOW MUCH DOES YOUR TAX PREPARATION COST?

We Work on a Per-Form Basis, Plus Complexity. Click Here to See Our Fees’ Schedule and Calculate an Estimate of Your Tax Preparation Fee!

You Can Pay Your Tax Preparation Fee Later from Your Due Refund (Subject to IRS Verification and Additional Fees/Interest).

For Self-Pay, We Require the Full Payment of Estimated Preparation Fee. To Give You the Estimated Preparation Fee, We Ask You to Send us Your Tax Documents, and We Review with You the Tax Questionnaire. Any Remainder in addition to Estimated Preparation Fee, Would be Collected at the Time of Filing.

Examples for Why Additional Fee Occur: If You Need to Set up an Installment Tax Payment Plan, or If as Self-Employed Earner More Work is Needed than the Initial Anticipated Work to Prepare Your Return. Or If You Forgot Something, and Suddenly Need to Add it.

ACCEPTABLE FORMS OF PAYMENT:

We Accept Cash, Zelle, and Major Credit and Debit Cards.

*When Attaching Your Files in the Form Below, Please Make Sure the Total Size of your Uploads are Less than 25 MB. compress2go.com is a Great File Compression Site!

*No Zip File! Acceptable File Extensions Are: .jpg, .pdf, .png, .pdf, .xls, .xlsx, .doc, .docx, .ppt, .pptx, .tif

You

Individual Tax Return In-Take Form

In the Form Below, “The Tax Year” Refers to the Year You Want to File Taxes!

Please Fill Out the Below Form and A Representative Wil Contact You!

—–>>Filling out This Form is NOT Mandatory, But It Helps us Capture Your Situation Better. You May Simply Contact us at 954-657-1503 and a Representative will Help You!

For What Tax Year You Want to File Your Taxes (Please Submit a Separate Form for Each Year)? *

Primary Filer's Name: *

First

Last

Primary Filer's Job Title: *

Primary Filer's Email: *

Primary Filer's Telephone Number: *

Primary Filer's Mailing Address: (Street Address (Apt/Unit #), City, County, State, & Zip Code) *

Address Line 1

Address Line 2

City

State

Zip Code

Did You Live and Work in Your State of Residence All Year? *

Yes
No

Please List Any other State or Foreign Country that You Lived or Worked in: *

Your Marital Status on the Last Day of the Tax Year (December 31st): *

Single
Married
I Have a Registered Domestic Partner
Married But Living Separate
Widowed up to Two Years Prior to the Tax Year
Officially Divorced

Name of Your Spouse (Or the Registered Domestic Partner): *

First

Last

Job Title of Your Spouse (Or the Registered Domestic Partner): *

Do You Want to File Your Tax Return Jointly With Your Spouse (or Registered Domestic Partner? *

Yes
No

Are You a U.S. Citizen or a Green Card Holder (Form I-551)? *

Yes
No

Are You or Your Spouse a U.S. Citizen or a Green Card Holder (Form I-551)? *

Yes
No

Did You Trade Crypto/Virtual Currency in the Tax Year? *

Yes
No

Did You or Your Spouse Sell Crypto/Virtual Currency in the Tax Year? *

Yes
No

Attach the Form 1099-B for Your Crypto/Virtual Currency Sale:

Click or drag a file to this area to upload.

--> You Can Get This from Your Brokerage Account's Tax Section

Do You Have Children or Dependents for Whom You Paid their Expenses? *

Yes
No

Number of People You Want to Claim as Child and/or Dependent: *

Name of First Child or Dependent: *

First

Last

Name of Second Child or Dependent: *

First

Last

Name of Third Child or Dependent: *

First

Last

Name of Fourth Child or Dependent: *

First

Last

Name of Fifth Child or Dependent: *

First

Last

Name of Sixth Child or Dependent: *

First

Last

Name of Seventh Child or Dependent: *

First

Last

Select Any Source of Income You or Anyone in Your Household Had in the Tax Year from Inside and Outside of U.S. *

No Income (or I Have No Clue about the Tax Preparation Process). --->> Select Here and Move to Next Question!
Employment Income (W-2 Form)
Self-Employment Income from 1099-NEC Form/Cash/Bank Deposits/Tips/Donations/Service/Property
Credit Card/Payment Card Receipts (1099-K Form)
Transaction Statement from Cash App, Venmo, PayPal, etc. (1099-K Form)
Gain/Loss from Sale of Stock/Crypto (1099-B Form)
Dividends and Distributions (1099-DIV Form)
Interest Income (1099-INT Form)
Gain/Loss from Sale of Any Property Such as Home/Vehicle, Etc.
Unemployment Pay (1099-G Form)
Royalties (1099-MISC Form)
Rental Income from 1099-MISC Form/Cash/Bank Deposits/Tips/Donations/Service/Property
Social Security Disability Income (SSDI) (SSA-1099 or SSA-1042S Form)
Social Security Retirement SSA-1099 or SSA-1042S Form)
Non-Qualified Scholarship/Grants/Awards
LLC Partnership or S-Corp Income (K-1 Statement))
Distributions from IRA/HSA (1099-R, or Form 1099-SA)
Retirement Pension/Annuity
Jury Income, Gambling, Prize, Punitive Damages
Forgiven Debt (1099-C Form)
Inherited Property/Financial Account
Donated Cash And/or Goods Worth $15,000 or More to Someone/Company
Any Form of Foreign Income Like Above Income Types, or Other Types
Other Income

-->For Any Sources of Income, Please Send Us the Relevant Income Statement.

Upload Here All Income Documents and Statements for All Your Household Income: *

Click or drag files to this area to upload. You can upload up to 35 files.

Are You or Your Spouse an Owner or a Beneficiary of a Financial Account(s) Outside of U.S with an Aggregate Balance in Excess of $10,000 During the Tax Year? *

Yes
No

Did You or Anyone in Your Household Have Any of the Following Large Amount of Expenses Not Reimbursed to You?

Medical/Dental Expenses
Taxes Paid to State or Locality (Like Real Estate Tax, Property Tax, or Income Tax?
Sales Taxes Paid on Purchase of Property (Like a Car) or Real Estate
Mortgage Interest and/or Mortgage Points (1098 Form)
Donations of Cash Money, Check, Gift, or Goods to Charity
Student Loan Interest
Child-Adoption Expense
Contribution to a SEP or SIMPLE Account
Investment Interest: the Interest you Paid on Margin Accounts
None

Did You or Anyone in Your Household Have Health Insurance through Market Place or State-Run ACA Progam? *

Yes
No

-->If You Haven't Received Form 1095-A and/or Form 3985, You Can Get 1095-A and/or 3895 Form(s) from Healthcare.gov, your State-Run Marketplace Site Like Covered CA, or by Contacting Your Insurance Agent.

Upload Here Form 1095-A (If You live In California, Also, Form 3895)

Click or drag files to this area to upload. You can upload up to 3 files.

--> You Can Get 1095-A and/or 3895 Form from Either Healthcare.gov, Your State-Run Marketplace Site, or by Contacting Your Insurance Agent.

Did You or Anyone in Your Household Attend an Accredited College or University During the Tax Year *

Yes
No

-->If You You Attended an Accredited College or University, You May Have Received Form 1098-T. Please Send Us the Form.

Upload Your Form 1098-T

Click or drag files to this area to upload. You can upload up to 10 files.

--> You Can Get This Form From Your College or University

Attach Below Copy of Your Previous Year Tax Return *

Click or drag files to this area to upload. You can upload up to 6 files.

-->You can get a copy of your tax return from your tax preparer or by logging to your online IRS.gov user account and download "Income Tax Return Transcript."

Attach Below An Unexpired Form of Identification (Preferably a U.S. Driver's License). and Social Security Card for Yourself and All Memebers of Your Household: --->> Attention: Without Proper and Complete Identification Forms, Federal Law Prohibits Tax Prepares from Preparing Tax Returns! *

Click or drag files to this area to upload. You can upload up to 6 files.

Comment Comment or Interest in Any other Services or Products, Such As Health Insurance, Life Insurance, Etc!

Financial Privacy Policy

Tax Preparation Service Agreement

Agreement *

*By Checking this, You Agree to the above Tax Preparation Service Agreement, and Give Consent to Be Contacted by Us.

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