2025 VIP Client List

Thank you for trusting Sunrise Tax Services to handle your tax needs efficiently and with ease. Please ensure that all information you submit is correct and complete.

If we were chatting on Facebook, what would your profile name be?

Do you have an IRS Identity Protection PIN (IP PIN)?

No

Yes

If you have one, please enter it below. This number helps verify your identity and allows us to process your tax return securely.

Enter your 2024 Identity Protection PIN below:

Indicate whether the PIN belongs to you or a dependent.

Did you get health insurance through the Marketplace? This must be included; otherwise, your tax return could be rejected. No

No

Yes

Would you like to apply for an advance?

No

Yes

Social Security Number (INCLUDE DASHES) *

Spouse Social Security Number (INCLUDE DASHES)

Filing Status *

Name *

Spouse Name (If filing joint)

Date of Birth (INCLUDE DASHES) *

Spouse Date of Birth (INCLUDE DASHES)

Address

Street Address

City

State

Country

Country

Postal Code

Phone *

Spouse Phone

Email *

Spouse Email *

Occupation *

Spouse occupation

Dependent 1 Name

Dependent 1 Social Security #

Dependent 1 Date of Birth

Dependent 1 Relationship

Dependent 2 Name

Dependent 2 Social Security #

Dependent 2 Date of Birth

Dependent 2 Relationship

Dependent Three Name

Dependent 3's Social Security#

Dependent 3 Birthdate *

Dependent 3's Relationship

Dependent 4 Name

Dependent 4 Social Security #

Dependent 4 Birthdate

Dependent 4 Relationship

Did you get a tax refund last year?

No

Yes

Were you subject to an IRS audit last year?

No

Yes

Peace of mail for the dependent

Tax Documents (W2,1099,Unemployment,Marketplace Insurance) *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

ID/Driver License *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Social Security Cards for Each Individual on Return *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Other Documents *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Bank Name *

Account Number *

Routing Number *

Sunrise Tax Services will use the information you provide to prepare your 2024 individual tax return. As the taxpayer, you are fully responsible for the accuracy and filing of your return. I, the taxpayer listed above, confirm that I have provided Sunrise Tax Services with the attached tax details, and to the best of my knowledge, all information is accurate and complete.

Tax Payer Signature ( Must be legible) *

Clear

Spouse Signature

Clear

Date *

Date for the cash advance *

Note Section: For Tax Preparer Use Only