Client Status *

New

Returning

How did you hear about us? *

Give them a shoutout.

Tax Year *

2026

2025

2024

2023

common.other_option

Filing Status *Not sure your filing status? Choose your best guess. Your preparer will confirm.

Will this be your first time filing taxes? *

Taxpayer Information

Social Security Number

Social Security Card

Click to upload

Please upload a clear photo of your Social Security Card.

Phone

Please enter a valid phone number.

Preferred Email

[email protected]

Country

In what county do you reside?

This is a question sometimes asked to complete a tax return.

In what school district do you reside?

This is a question sometimes asked to complete a tax return.

Did you reside in multiple states during the tax year?

Please list states lived during the filing tax year.

1
2
3
4

Unexpired ID or Driver's License

Click to upload

Please upload a clear photo of your unexpired state- or federal-issued identification card.

Are you totally & permanently disabled?

Yes

Are you legally blind?

Yes

Are you the dependent of another taxpayer?

Yes

Have you ever been denied the Earned Income Tax Credit (EITC)?

Yes

If known, briefly explain why you've been denied the Earned Income Tax Credit.

Are you claiming dependents?

Yes

How many?

First Dependent's Full Name *

First Dependent's Date of Birth *

First Dependent's SSN *

First Dependent's Relationship to Taxpayer *

Is first dependent disabled? *

Months in Home (First Dependent) *

Only during tax year

Enrolled In College (First Dependent)? *

Yes

Did you support dependent #1 for more than 6 months out the year? *

Yes

Upload Your First Dependent's Social Security Card

Click to upload

Heads up: A birth certificate may be requested if additional proof of relationship is needed. Your preparer will let you know if this is required, as it is not the case for every dependent.

Did you receive any government assistance paying your rent or utilities for the tax year? *

Yes

Tax Related Questions

Have you waited on all income sources such as W2s, 1099s, Cash App Statements, Marketplace Forms, etc.?

Yes

Please select all forms of Income

Please explain other form of income here

Upload W-2(s)

Click to upload

Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

Upload 1099s (1099-MISC, 1099G, 1099-NEC, 1099-DIV, 1099-R)

Click to upload

Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

All others

Click to upload

Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

As being self-employed, how much did you earn this tax year?

We can make your next tax season go a lot more smoothly while keeping your books organized throughout the year. Are you interested in receiving a bookkeeping quote for your business(es)?

Yes

Due Diligence

I understand that income must be reported even if I have not received a 1099 or other tax document.

Self Employment Due Diligence

I certify expenses claimed are ordinary, necessary, and supported by records.

Itemizing (Please Submit Any Documents)

Upload Itemization Documents

Click to upload

Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

Were any cancelled debt forms received (such as 1099C, 1099A)?

Yes

Upload cancelled debt forms here

Click to upload

Multiple files can be uploaded here. Please upload the ENTIRE pages showing ALL information. Please take CLEAR pictures.

Additional Tax Related Questions

Do you have any expenses for child care? *

Yes

Were you issued an Identity Pin (IP Pin)?

Yes

Has anyone else on the tax return (dependents or spouse) been issued an IP Pin? *

Yes

Provide name(s) with IP Pin

Did you purchase health insurance through the Marketplace (ObamaCare)? *

Yes

I don't know what that is.

Please upload Form 1095A

Click to upload

If you have not received your form 1095A form, please go to healthcare.gov to retrieve the form. Your taxes cannot be submitted to the IRS without this form if you had Marketplace Insurance for any duration in the tax year.

Have you received any letters from the IRS last year? *

Yes

Upload IRS letters

Click to upload

Please upload the ENTIRE page(s) of your IRS letter, if you have received any.

Are you a victim of identity theft? *

Yes

Taxpayer Signature *

Clear

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Taxpayer Information

Dependents

Tax Related Questions

Additional Tax Related Questions