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  About You and Your Family

Tax Reducers®  
900 S. Winchester Blvd Ste 1  
San Jose, CA 95128  

helpdesk@taxreducers.com  




This is very important! Wrong information here can delay proper receipt of your refund.

If you are sending us a copy of last year's tax return, please note any changes in the following information.

Your Full Name and Social Security Number
If Married, Your Spouse's Full Name and Social Security Number
(Note : we need this even if you are filing separately)
Your Mailing Address including Zip Code and Country
Email address and/or Phone Number where we can reach you for questions
Birth Date of you and your spouse (if married)
If you are filing on behalf of someone who died during this tax year , click here

For each of your children who lived with you for the entire year:

  • Full Name
  • Relationship
  • Birth Year
  • Social Security #
  • Indicate those children over the age of 18 as of December, 31st, who were also full time students
  • For each of your children who lived elsewhere but for whom you provided more than 50% of their support :

  • Full Name
  • Relationship
  • Birth Year
  • Social Security #
  • Indicate those children over the age of 18 as of December, 31st, who were also full time students
  • For each person (other than your child) for whom you provided more than 50% support :

  • Full Name
  • Relationship
  • Birth Year
  • Social Security #
  • Country of residence
  • Gross Income
  • Special medical conditions of you, your spouse or your children (by name)

    If we did NOT prepare your return last year, a copy of last year's return would be extremely helpful.

    NOTE: If you have rental property, business income, capital loss or net operating loss carryforwards, it is ESSENTIAL that we have a copy of your last year's return.











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