Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state issued photo identification card during your engagement.

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

***The page is highly secure. We use industry-leading technology Secured Socket Layer (SSL) to keep your information safe. All sensitive information are securely transmitted and can not be compromised.

This questionnaire has been divided into sections and may take you upto 30 minutes to complete. Organize all your tax documents and save yourself the hassle of having to come to our location to get your taxes done.

First Name *

Last Name *

Address *

City *

State

Postal code

Email *

Phone *

Occupation *

Social Security Number *

Date of birth *

Driver's license *

Upload your Driver's License (front and back, not expired)

Does any of these apply?

Do you owe student loans, taxes, or other entity that might offset your refund? *

Yes

Do you have any Dependents? *

Yes

IF NO DEPENDENTS, SKIP INFORMATION ON NEXT PAGE...

TAXPAYER (&) Dependent Social Security

Please upload a copy of your and the dependents social security cards OR other document that has SSN on it. (Please take clear pics. If you were a last year client and filing the SAME dependent, you do not need to upload anything.)

Dependent Date of Birth

Dependent Social Security Number

Dependent #1 Relationship

Dependent #2 Full Name

Dependent #2 Date of Birth

Dependent #1 Full Name

Dependent #2 Relationship

Dependent #3 Full Name

Dependent #3 Date of Birth

Dependent #3 Social Security Number

Dependent #3 Relationship

Dependent #2 Social Security Number

Are you filing a business/self-employed/side job/cash job? If yes, describe the nature.

Type of Income

Income Documents

Profit & Loss Statement, Income Statement, Bank Statement, etc

Expense Documents

Profit & Loss Statement, Purchase Receipts, Invoices, etc

Upload Additional Tax Documents

W2, 1099's, Mortgage Interest, 1098-T, etc

Upload Additional Tax Documents

W2, 1099's, Mortgage Interest, 1098-T, etc.

Upload Additional Tax Documents

W2, 1099's, Mortgage Interest, 1098-T, etc.

Upload Additional Tax Documents

Did you or your family have health insurance at any time in 2024 FROM THE MARKETPLACE? HEALTHCARE.GOV * *

Yes

1095-A

Upload the 1095A

Would you like to apply for the advance up to $7,000? *

Yes

How would you like your refund? *

Bank Name *

Account Number *

Routing Number *

ENGAGEMENT LETTER AND CONSENT FORM SECTION

CLIENT ENGAGEMENT LETTER

Please sign indicating agreement with the above engagement letter

Signature *

Clear

CONSENT TO USE OF TAX RETURN INFORMATION

Please sign to indicate you give consent as spelled out above

Consent Signature *

Clear

CONSENT FOR PAYMENT FORM

Please sign to indicate you give consent as spelled out above

Signature * *

Clear

***YOU MUST HIT SUBMIT AND GET THE COMPLETED MESSAGE OR THE FORM WILL NOT GO THROUGH!!