Welcome to Platinum Tax & Financial Services

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Dependant Name & DOB

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Please enter the full name and Date of Birth, relationship & gender for each dependant

Do you want a cash advance? *

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Tax Coverage

W-2 Wage Earner Coverage

Self-Employment / Independent Contractor Coverage

Rental Property Income

Investment / Retirement Income

Optional Add ons

W-2 Wage Earner Coverage

Used for clients who earn wages or salaries from an employer.

Forms Include: Form 1040 – U.S. Individual Income Tax Return Form, W-2 – Wage and Tax Statement, Schedule A – Itemized Deductions, Form 8889 – Health Savings Accounts (HSA), Form 8863 – Education Credits (college tuition), Form 2441 – Child and Dependent Care Expenses

Self-Employment / Independent Contractor Coverage

For freelancers, gig workers, or small business owners.

Form 1040 – Main individual income tax return Form 1099-NEC – Reports nonemployee compensation Schedule C – Reports business income and expenses Schedule SE – Calculates self-employment taxes Form 8829 – Home office deduction (if applicable)

Investment & Retirement Income

For clients with interest, dividends, stocks, or retirement withdrawals.

Form 1040 – Main individual income tax return Form 1099-INT / DIV – Interest or dividend income Schedule B – Reports interest/dividends over $1,500 Form 1099-R – Reports retirement account withdrawals

Rental Income

For clients earning income from rental properties.

Form 1040 – Main individual income tax return Schedule E – Reports rental income and expenses Form 4562 – Depreciation of rental property (if applicable)

Optional Add-ons

(Only When Needed)

Form 8889 – Health Savings Accounts Form 8862 – Reclaiming credits after disallowance Form 1095-A – Health insurance marketplace statement

ID for Client and Dependent

IRS Identity Protection PIN (If applicable)

Upload Identity Pin number or letter (If applicable)

Did you submit any forms related to Self-Employed or Small Businesses? *

Yes

IEXAMPLE: Form 1099-NEC, Form 1099-MIS Form 8829, etc.

If you click yes, you will be directed to a schedule C form to indicate your expenses.