MTP Intake Form

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Complete this secure intake form to receive the most accurate quote for your tax return. Nothing will be submitted without your review and full approval. You're in trusted hands—our team is here to protect your info, maximize your refund, and make this process smooth and stress-free.

Earned Income Tax Credit Acknowledgement 

Relationship

• Your son, daughter, adopted child, stepchild, foster child or a descendent of any of them such as your grandchild

• Brother, sister, half-brother, half-sister, stepbrother, stepsister or a descendant of any of them such as a niece or nephew

Age

• At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) and younger than 19

• At the end of the filing year, your child was younger than you (or your spouse if you file a joint return) younger than 24 and a full-time student

• At the end of the filing year, your child was any age and permanently and totally disabled

Residency

• Child must live with you (or your spouse if you file a joint return) in the United States for more than half of the year

Joint Return

• The child cannot file a joint return for the tax year unless the child and the child's spouse did not have a separate filing requirement and filed the joint return only to claim a refund.

Please Note:  Only one person can claim the same child. If a child qualifies for more than one person and one of the persons is a parent or parents, the non-parent can claim the child only if their AGI is higher than the parent(s). If the child qualifies another relative and the parent AGI rules do not apply, the taxpayers choose. If more than one person claims the same child, IRS applies the tiebreaker rules.