This form is to be completed by all clients in order to complete a accurate tax return.

Select Your Tax Professional *

Tax Year

Please choose which forms you want to file:

Federal

State

Do you owe monies to the IRS, student loans, child support or any other federal/state government agency that may garnish your tax refund?

Yes

Other

Who can we thank for referring you? (List their name)

Social Security Number

If you are filing a JOINT return with your spouse please answer the following questions:

Spouse Date of Birth

Spouse Social Security Number

Filing Status

Single

Head of Household

Married Filing Jointly

Married Filing Separately

At any time during the tax year, did you receive, sell, exchange, or otherwise dispose of any virtual currency (cryptocurrency)?

Yes

Do you have a Identity Protection Pin issued by the IRS?

Yes

If yes, please upload your IP Pin from the IRS here.

Can someone else claim you as a dependent?

Yes

Upload your PHOTO ID/DRIVER LICENSE

Upload your Social Security Card

UPLOAD a copy of your last year tax return (NEW CLIENTS ONLY)

Dependent's Information

Please enter your dependents information below. All dependents MUST have a Birth Certificate AND Social Security Card.

Name of Dependent #1

Dependent #1 Date Of Birth

Dependent #1 Social Security Number

Months Lived with You During the Tax Year

Upload Dependent #1 Birth Certificate

Upload Dependent #1 Social Security Card

Dependent #2 Date Of Birth

Dependent #2 Social Security Number

Dependent #2 Relationship

Dependent #2 Months Lived with You During the Tax Year

Dependent #2 Upload Birth Certificate

Dependent #2 Social Security Card

Name of Dependent #3

Dependent #3 Date of Birth

Dependent #3 Social Security Number

Dependent #3 Months Lived with You During the Tax Year

Dependent #3 Relationship

Dependent #3 Upload Birth Certificate

Dependent #3 Upload Social Security Card

Please check the income sources you received at ANY time during the tax year.

Types of Income

Additional Types of Income

Upload Your Paystub

Upload Your W2

Upload Your 1099

Upload Any Other Income Documents Not Listed Above

Check the expenses you paid for during the tax year and have documentation.

Types of Expenses

Please upload Expenses

Please upload Your 1098-T

Child Care Expense (Credit)

Please complete this section of you pay out of pocket for daycare or afterschool care for children UNDER age 13.

Total Amount Paid For Child Care

Please make sure you answer this question to the best of your knowledge to avoid your refund being DELAYED!

Did you have health care coverage during the tax year?

Yes

What type of coverage did you have?

Did you receive a Health Insurance Coverage Form (1095-A, 1095-B or 1095-C)?

Yes

If yes, please upload Form 1095-A from www.HealthCare.Gov

Please select how would you like your refund.

Do you want to apply for the Refund Advance up to $7,000? (NO CREDIT CHECK)

Yes, Up to $1000 (No Interest)

Yes, Up To $7000 (With Interest)

No, Thank You

Unsure

How would you like your refund deposited?

Bank Name for DIRECT DEPOSIT

I give Tax Office permission to electronically deduct their final tax fee(s) from my IRS refund (Initial Below)

Clear

By signing below, the information submitted is TRUE, ACCURATE and COMPLETE to the best of my knowledge. Once my tax return is TRANSMITTED and ACCEPTED by the IRS any changes will require an amendment to be filled at an additional cost.

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