Tax Application
Thank you for allowing our team to prepare your taxes! We are excited to help get you the BIGGEST REFUND!
Please complete the application below in its entirety.
Please email the following documents to:
W-2s, 1099s, 1098Ts.
Social security cards for you and all persons on your tax return.
Birth certificates for kids
Driver's license or state ID
Copy of utility bill, medical statements, daycare records or school records if claiming children.
Any other tax forms you received from the IRS
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
- Single
- Married
- No elements found. Consider changing the search query.
- List is empty.
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
- Yes
- No
- No elements found. Consider changing the search query.
- List is empty.
- Direct Deposit
- Check
- No elements found. Consider changing the search query.
- List is empty.
If you were a business owner in 2023, please fill out the following:
Consent to Use of Tax Return Information
I certify that the information I provided is correct.
Federal law requires this consent form be provided to you ("you" refers to each taxpayer, if more than one). Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year. If you do not consent, then you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into arrangements with a bank to provide qualifying taxpayers with the opportunity to apply for a Refund Anticipation Loan (RAL), or Electronic Refund Check or Electronic Refund Deposit. To determine whether these products may be available to you, we will need to use your tax return information by analyzing it and calculating the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you (including each of you if there is more than one taxpayer) authorize us to use the information you provide to us during the preparation of your 2023 tax return to determine whether to present you with the opportunity to apply for these products and services and you attest under penalty of perjury that the above information is true.
By providing my phone number, I agree to receive important text messages from the business.