C&R Tax Service: Tax Interview Form
Tax Preparation Information
  • *Your name as it appears on your Social Security Card


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  • Dependent Information

    Please list your dependents and their information:

  • 2nd Dependent

  • 1099 SSA BENEFITS IN 2012

    Complete this form ONLY IF THE TAXPAYER OR THE SPOUSE (if filing joint) received SOCIAL SECURITY "RETIREMENT" benefits.

    DO NOT COMPLETE THIS FORM IF TAXPAYER HAS RECEIVED SSA BENEFITS FOR DISABLITY! DISABILITY BENEFITS ARE NOT TAXABLE!
  • W-2 Information

    Please use your current W-2 form(s) to complete the following or simply attach a copy of your W-2







  • Self-Employed Information

    If you are filing Self-Employed please complete the following:
  • Self-Employment filing Disclaimer

    If you are filing Self-Employed, you need to open and read this 5 page document, and you must have a income log / expense log for proper records. https://www.mcssl.com/content/152803/2012_SE_PACKET.pdf

    If a client needs a copy of a blank income log, send them this link: https://www.mcssl.com/content/152803/SE_JOURNAL.pdf

    If you WORK FOR ONE STOP you must copy the above link and send this packet to all SELF EMPLOYED TAX CLIENTS and bcc theonestopllc@gmail.com for verification.

    We must inform you that it is a requirement to keep good records for the income and expenses you are claiming on your tax return. For us to stay in compliance with all rules and regulations of the IRS we must ask additional questions about you and your business practice and record keeping for us to successfully prepare your tax return.



  • Please list your MONTHLY expenses for your business below
  • Additional Information

    Please complete where applicable:
  • Document Submission

    If you have electronic copies of the following, please upload the file for quicker service:



  • Terms and Conditions

    Please read and agree to terms and conditions below


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