Max Your Tax Planning Form 2

1. PERSONAL INFORMATION

First name*

Last name*

Sex*

Middle name

Date of birth*

Marital status*

*Home address

*Name

*City

Zip code*

*Email

*State

*Homeowner?

*Phone Number

SPOUSE INFORMATION (IF MARRIED)

First name

Last name

Sex

Middle name

Date of birth

Spouse income type

CHILD

First name*

Last name*

*Sex

Middle name

*Date of birth

CHILD (If applicable)

Text Field

First name*

Last name*

*Sex

Middle name

*Date of birth

2. DOCUMENTS (PDF, JPG, or PNG)

Personal & business tax returnsLast 1–2 years (1040, 1120-S, etc.) (6 Files Upload Limit)

Profit & loss statementsYear-to-date financials for each business (12 Files Upload Limit)

All other documentsAnything else relevant to your situation (6 Files Upload Limit)

3. INCOME

BUSINESS

*Business name

Industry

Ownership %

*Filing type

Net income / K-1

Income owner

BUSINESS (If applicable)

*Business name

Industry

Ownership %

*Filing type

Net income / K-1

Income owner

OTHER INCOME

Income owner

*Income type

Payer / source

Amount

OTHER INCOME (If applicable)

Income owner

*Income type

Payer / source

Amount

4. RETIREMENT

Do you have retirement accounts?

Yes

5. REAL ESTATE

PROPERTY

*Property name / address

*Category

Owner

Current value

*Property type

*Purchase price

*Placed in service

PROPERTY (if applicable)

*Property name / address

*Category

Owner

Current value

*Property type

*Purchase price

*Placed in service

6. INSURANCE

Do you have insurance accounts?

Yes

Report 2026