TAX CASH CLIENT QUESTIONNAIRE

Thank you for choosing Tax Cash this tax season! Our motto is "Get More Money Fast!" and we’re excited to help you with a free tax refund estimate or a cash advance of up to $10,000 with no credit check. To get started, please complete this short questionnaire.

Section 1: Client Information

1. Contact Information

Home Mailing Address:

Section 2: Tax Details

How many dependents will you claim this tax season?

Please provide the name, date of birth, and Social Security number for each dependent:

(Optional) Attach a copy of the Social Security card for each dependent:

3. Employment Type

Are you filing as:

W2 Employee

Self-Employed

Section 3: Additional Income or Expenses

4. Business Income or Expenses

Do you have additional business income or expenses?

Yes

If yes, please provide details:

Need help organizing your income and expenses? Click the link below to download our Self-Employment Income Ledger to track your monthly income and expenses for 2024. After completing the ledger, you can upload it below:

Section 4: Filing Preferences

5. Filing Status

Filing Status

Single

Married

Head of Household

6. Cash Advance Option

Would you like to receive a tax refund cash advance?

Yes

7. Refund Delivery Method

How would you like to receive your tax refund?

Debit Card

Direct Deposit

If Direct Deposit, please provide:

Do you have an IRS PIN?

Yes

If yes, please attach a copy of the IRS letter with your PIN:

Section 5: Tax Deduction Information

9. Childcare Expenses

Do you have childcare expenses?

Yes

If yes, please provide proof of expenses for tax deductions:

10. Home-Based Business Expenses

Do you have home-based business expenses?

Yes

If yes, please provide proof of expenses (e.g., office supplies, cell phone, computer):

11. Charitable Donations

Do you have charitable donations?

Yes

Section 6: Additional Services

12. Family Life Insurance Coverage

Are you interested in learning more about affordable family life insurance coverage?

Yes

13. Credit Repair Services

Are you interested in improving your credit score through credit repair services?

Yes

Join Our Wealth Partner 100 Initiative. Our Goal to help 100 Families:

Please select what interest you:

Become Homeowners

Become a Real Estate Investor

Become Financially Secure (Credit, Budget, Insurance)

Become a Business Owner ( Launch Your Business)

Help The Community

Section 7: Document Submission

Please reply to this email or use the provided form to submit all requested documents. Once we receive your submission, a member of our team will follow up via email or phone.

Legal Disclaimer

All information provided by the tax client is deemed accurate. By submitting this information, you are requesting a tax estimate based on the details you have provided. For more information, please contact your tax representative or reach out to our customer service team at:

Phone: 1-888-611-3323

Section 2: Tax Details

"GET MORE MONEY FAST"