Client Type :
New
Returning
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Tax Year(s) Requested :
2025
2024
2023
2022
2021
2020
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Filing Status :
Select Filing Status Below :
Head of Household
Single
Married Filing Jointly
Married Filing Separate
Not Sure
If claiming Head of Household upload proof documents (Utility Bill)
Tax Preparer :
Select your current Tax Pro or the Tax Pro you are planning to work with :
Kristina Heggs (CEO)
Timmesha Davis
Krysal Nguyen
Shaterrica Hardaway
Zykeria Addison
Kierra Sherman
Khadijha Berry
First Name
Last Name
Phone
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Email
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Date of birth
Address
Street Address
City
State
Country
Country
Afghanistan
Albania
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American Samoa
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Cook Islands
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Hungary
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Iraq
Ireland
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Republic of Korea
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Mali
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Monaco
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Slovakia
Slovenia
Solomon Islands
Somalia
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Spain
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Sudan
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Sweden
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Taiwan
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Tanzania, United Republic of
Thailand
Timor-Leste
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Tonga
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Turkey
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Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
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United States Minor Outlying Islands
Uruguay
Uzbekistan
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Virgin Islands, U.S.
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Yemen
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Zimbabwe
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Postal Code
Upload a clear photo of your government-issued ID
Upload your Social Security card (or official SSN document)
Marital Status :
What is your marital status as of December 31, 2025?
Single
Married
Divorced
Separated
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Did you live with a spouse at any point in 2025?
Yes
No
No, wasn't married in 2025
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If yes, when? (list date range)
Dependents :
Will you be claiming any dependents?
Yes
No
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Number of dependents?
If claiming dependent(s), did the dependent(s) live with you for more than 6 months out of 2025?
Yes
No (dependent cannot be claimed)
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Did you pay more than 50% of household expenses in 2025?
Yes
No
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Did you pay for childcare or daycare in 2025?
Yes
No
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Upload dependent(s) documents (SSC, Birth Certificate, School records, Daycare Letters)
Prior Year Tax Filing :
Did you file a tax return last year?
Yes
No
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Upload prior year tax return
Income :
Did you receive any W-2 income in 2025?
Yes
No
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Did you have any self-employment, 1099, or side income in 2025?
Yes
No
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Did you receive unemployment, disability, or retirement income?
Yes
No
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Did you receive any other income? (cash, gig work, tips, online sales, etc.)
Yes
No
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Upload all income documents
College Students :
Did you attend college or pay tuition in 2025?
Yes
No
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Have you claimed AOTC in the last 4 years?
Yes
No
Not sure
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Upload 1098 T
Health Insurance :
Did you have health insurance all or part of 2025?
Employer
Marketplace
Medicaid
None
Do you currently owe the IRS or have a payment plan?
Yes
No
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Are you requesting an amendment (Form 1040-X) for a previously filed return?
Yes
No
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Client $1,000 Vacation Credit (Winners Chosen March 8th, 2026 - Ask your tax Preparer for more details)
Client $1,000 Vacation Appreciation Incentive - Please select preferred destination
Houston, TX
Dallas, TX
Atlanta, GA
Orlando, FL
Miami, FL
Chicago, IL
Cancun, Mexico
OTHER
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How would you like to receive your refund?
Direct Deposit
Check
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How would you like to pay for your tax preparation services?
Pay in full upfront
Pay half upfront & half with refund
Pay using refund only
4-payment installment plan (Klarna / Afterpay, if approved)
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Other Documents :
Upload documents (1095A, 1099G etc)
Tax Fee & Refund Transfer Acknowledgment Required Checkbox: I understand that tax preparation fees may be deducted from my refund if I choose a refund transfer option, and fees vary based on complexity
Yes, I understand
Client Signature
Clear
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