Get The MAXX With Unique Tax

To file your federal and state tax returns, we require the following information. Please be assured that the details you provide will be kept strictly confidential. We deeply value your trust as our client and guarantee that your information will not be shared with any third-party entities, except the bank involved in providing advance loans and processing bank applications.

Are You A New Client Or Returning Client? *

New

Returning Client

What type of tax return are you filing? *

Would you like to request a Refund Advance Loan? (additional fees apply)

Yes

Do You Have An IP PIN? *

Yes

What Is Your IP Pin Number? ( If It Applies)

If someone referred you, please enter their name here

TAXPAYER INFORMATION

First Name *

Last Name *

Email *

Phone *

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

Taxpayer Date Of Birth *

Taxpayer SSN *

Address

Street Address

City

State

Country

Postal Code

Do you own or rent? *

Own

Rent

How much is your rent/mortgage? *

Are Claiming Any Dependents? *

Yes

Did anyone else live with you other than your dependent(s) in the tax year? (Determine if anyone else can claim a dependent)? *

Yes

If Yes, please indicate the person(s) living in the household:

Did the child pay over 50% of his/her own support during the year, such as food, rent, etc.? *

Yes

If Yes, please indicate the which it was for

Did the child pay over 50% of his/her own support during the year, such as food, rent, etc.? *

Yes

Did the child pay over 50% of his/her own support during the year, such as food, rent, etc.? *

Yes

Did you receive any type of supplemental income such as child support, welfare, food stamps or social security, etc.?

Yes

If you're the only parent claiming the child, why is the other parent not claiming them?

Did you receive any type of supplemental income such as child support, welfare, food stamps or social security, etc.?

Do you have any dependents to claim on this tax return? 11me4 *

Yes

Dependent Information (Complete for Each Dependent)

Dependent 1 What is the dependent’s full legal name? *

What is the dependent’s date of birth? *

What is the dependent’s Social Security Number? *

What is the dependent’s relationship to you? *

Dependent 2 What is the dependent’s full legal name? *

What is the dependent’s date of birth? *

What is the dependent’s Social Security Number? *

Relationship To You *

Dependent 3 What is the dependent’s full legal name? *

What is the dependent’s date of birth? *

What is the dependent’s Social Security Number? *

What is the dependent’s relationship to you?

Why do you and your child have different last names? (If Applicable If Not Put NA)

Health Insurance Questionnaire

Did you have health insurance coverage at any time during the 2025 tax year?

Yes, for the full year

What type of coverage did you have?

Employer-sponsored

Marketplace/ACA Plan

Medicaid/Medicare

Other

Earned Income Credit

Around 60% of all mistakes in EITC are the result of 3 main areas:

1. Claiming a Child Who Does Not Qualify:

Errors often arise in determining whether a child meets the eligibility criteria for EITC. The child must pass all qualifying tests: relationship, age, resid<h1 style="padding-left: 0px!important;margin: 0;color: #000000;font-family: Roboto;font-weight: 400;"><strong><span style="font-size: 24px; font-family: false, sans-serif; color: rgba(0,0,0,1) !important">Earned Income Credit</span></strong></h1>Earned Income Creditency, and joint return

2. Filing Status Errors:

Incorrectly claiming a filing status, such as Head of Household or Married Filing Jointly, is a common mistake.

3. Income Reporting Errors:

Misreporting earned income or incorrectly calculating self-employment income impacts the credit amount.

The people who are eligible for EITC:

1. Have earned income
2. Have a valid Social Security Number
3. Must file as Single, Married Filing Jointly, Head of Household, or Qualifying Widow(er)
4. Must be a U.S. citizen or resident alien for the entire year
5. Are not a qualifying child of another person
6. Investment income must be $11,000 or less for the tax year

UNEMPLOYMENT BENEFITS

Have you receive Unemployment Benefits?

Yes

1099-G Document

Business Information

Do you own or operate a business or have self-employment income?

Yes

Legal Business Name

Federal Tax ID (EIN), if applicable

Primary Business Location

Business City

Business Operating State

Business Operating Zipcode