First Name *

Last Name *

On December 31, 2025, were you legally married (even if you were separated)?

Spouse Full Name

Photo Identification *

State ID

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

Spouse Photo Identification

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

Date of birth *

Spouse Date Of Birth

Social Security Number *

Social Security Card *

Social Security Card

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

Spouse Social Security Number

Spouse Social Security Card

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

Email *

Spouse Email

Phone *

Address

Street Address

City

State

Country

Postal Code

Occupation

Spouse Occupation

Has the IRS given you a 6-digit Identity Protection PIN (IP PIN)?

Please provide your 6-digit IP PIN.

Has the IRS given your spouse a 6-digit Identity Protection PIN (IP PIN)?

Please provide spouse 6-digit IP PIN.

Upload IP PIN Notice

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

Did you pay for daycare or babysitting during "TAX YEAR 2025" *

Yes

Upload Proof of Child Care Expenses

If Yes, Proof of Child Care Expenses

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

Did you have Marketplace/Obamacare Health Insurance this year?

Yes

Upload Form 1095-A Please upload your Marketplace Insurance form (1095-A). We cannot file your return correctly without this form.

If Yes, Upload Proof of Child Care Expenses (copy)

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

Income Source *

Income Verification Upload *

Upload Proof Of Income

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

If you keep track of your expenses for your business or side hustle, please upload here.

business or side hustle expenses

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

Did you pay out-of-pocket for school tuition (you or your dependents)?

Upload 1098-T if you or anyone in your household attended a qualified institution.

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

Did you file taxes last year?

If yes, do you have a copy? (Upload)

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

Were your taxes ever audited or adjusted by the IRS?

If Yes explain

REFUND / PAYMENT PREFERENCES

How would you like to receive your refund? *

Would you like to be considered for an advance tax refund loan? *

Dependents

How many dependents are you claiming?

Dependent #1

Dependent #1 Full Name

#1 DOB

#1 Relationship to You

#1 SSN

#1 Lived with you more than 6 months in the tax year?

Are you the only person claiming this #1 dependent?

Was child care paid for dependent #1 in 2025?

Dependent #1New clients - Please upload your dependent’s Social Security card and birth certificate.Returning clients - We already have your dependent information on file no need to re-upload unless something has changed (new child, name change, custody change, etc.).

Upload Form 2441 provider details, annual statement, or receipts for #1.

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

Dependent #2

Dependent #2 Name

Dependent #2 Date of Birth

Dependent #2 Social Security Number

Dependent #2 Relationship

Dependent #2 New clients - Please upload your dependent’s Social Security card and birth certificate.Returning clients - We already have your dependent information on file no need to re-upload unless something has changed (new child, name change, custody change, etc.).

File Upload 118a5b

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

Dependent #3

Dependent #3 Name

Dependent #3 Date of Birth

Dependent #3 Social Security Number

Dependent #3 Relationship

Dependent #3 New clients - Please upload your dependent’s Social Security card and birth certificate.Returning clients - We already have your dependent information on file no need to re-upload unless something has changed (new child, name change, custody change, etc.).

New clients - Please upload your dependent’s Social Security card and birth certificate.Returning clients - We already have your dependent information on file — no need to re-upload unless something has changed (new child, name change, custody change, etc.).

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