FILING STATUS

Single

Head of Household

Married Filing Separately

Married Filing Jointly

Qualifying Widower

First Name

Last Name

Phone

Email

Address

Street Address

City

State

Country

Postal Code

Occupation

Your 5-digit IP-PIN Number from IRS

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Did you pay for Child Care in 2025?

Yes

No

Would You Like a Same Day Tax Refund Advance up to $9500.00

Yes

No

How would you like to receive your Tax Advance/Tax Refund?

Check

Direct Deposit

Bank Name

Bank Routing Number

Account Number

Spouse Full Name

Spouse Date of birth

Spouse Email Address

Spouse Phone Number

Spouse Full Social

Spouse 5-Digit IP PIN

Spouse Occupation

Are they a full-time student?

Are they totally and permanently disabled?

1- Dependent Full Name, Dob, & Social

2- Dependent Full Name, Dob, & Social

3- Dependent Full Name, Dob, & Social

4- Dependent Full Name, Dob, & Social

Are you a Business Owner?

Business Name

Business Address

Business EIN # (enter social if no EIN)

Enter Your Business Expenses:

Advertising
Contract Labor
Commission and fees
Depletion
Employee benefit programs
Legal and professional services
Office expense
Pension and profit sharing
Rent or lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals
Utilities
Wages
Insurance

Upload Yours and/or Your Spouses ID and Social Security Card

Upload Dependents Birth Certificates and Social Security Cards

Upload W2s, 1099s, Unemployment or Income Verification Documents

Upload All supporting Documents for your Business (Business Registration, EIN, Expenses, Income, Flyers, Receipts, Business Card, Etc)

Upload 1098-T for College Credits and/or Childcare Receipts

Upload Previous 1040 (Required for Amendments Only)

Upload All Other Documents for Health Insurance, Mortgage Insurance, Charitable Contributions, Investments, Etc

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Platinum Trust Solutions to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Platinum Trust Solutions.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

By submitting your information through our website, intake forms, or other communication channels, you consent to receive text messages from Platinum Trust Solutions related to your tax services. These messages may include appointment confirmations, status updates, requests for information, reminders, and service-related notifications.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

Signature

Clear

Today's Date

Privacy Policy | Terms of Service