Spouse Name

Social Security Number

Occupation

Date of Birth

Phone Number

Email

Address Line

City

State

Zip Code

Driver's License #

State Driver's License Was Issued

Date Driver's License Was Issued

Driver's License Expiration Date

Photo of Driver's License

Choose File - Driver's License ID

Would you like to apply for a refund advance?

Yes

No

Undecided, show me the terms

Please describe the nature of choice.

Did you receive any of the following forms of COVID-19 relief?

EIDL (Economic Injury Disaster Loan)

PPP (Paycheck Protection Program)

EIDL (Advance)

Were you impacted by Covid-19 in any way in 2021?

Yes

No

(If so, please describe how you was effected!)

Upload any information supporting your impact by Covid-19:

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Did you receive your FIRST stimulus payment?

Yes, and I received the correct amount

No, I didn't qualify

No, I didn't but I want to see if I qualify

No, and I know I qualified for one

Yes, but I was missing money for myself or dependent

Did you receive your SECOND stimulus payment?

Yes, and I received the correct amount

No, I didn't qualify

No, I didn't but I want to see if I qualify

No, and I know I qualified for one

Yes, but I was missing money for myself or dependent

Did you receive any amount of Regular Unemployment Insurance Compensation (UI) OR Pandemic Unemployment Insurance Compensation(PUA) during 2021?

Yes, I received either regular unemployment compensation or pandemic unemployment compensation during 2021

No, I did NOT receive regular unemployment compensation or pandemic unemployment compensation during 2021

Did you or your family have health insurance at any time in 2023?

Yes

No

Do you receive a tax refund last year?

Yes

No

Do you often owe taxes?

Yes

No

Are you behind on child support or Student Loans?

Yes

No

Dependents

Should only be listed if you take care of the dependent over half of the year

Image of Dependent's S.S.Card

Upload ALL here

1. Dependent Information

Gender Dependent

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date of Birth

Social Security Number Dependent

2. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date of Birth

Social Security Number Dependent

3. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent? 3

Date of Birth

Social Security Number Dependent

4. Dependent Information

Gender

First Name

Middle Name

Last Name

Suffix

Relationship to dependent?

Date Of Birth

Social Security Number Dependent

Do you have Dependent Daycare Expenses?

Yes

No, all dependents are entered

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN

Child Name

Amount Paid

Provider Phone Number

Provider

Name

Tax ID# / SSN

Address

City

State

Zip Code

Do you want to enter another child care provider?

Yes

No

Upload photos of your W-2,1099,and ALL documents

Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.

Upload

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Enter any additional information or comments that you would like the include for your tax preparer

If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return

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Please select the years you are filing

2023

2022

2021

2020

Do you owe from previous years?

Yes

No

I have not filed previous years

Do you have a business that you would like to be included on your return?

Yes

No

Business Owners Data Sheet

Schedule C

Have you completed your BOI(Beneficial Ownership Information) Reporting *

Name of Business

Employer ID Number

What is the legal structure of your business?

Business Address

Amount Paid ($)

$

Business Income

All income receive during the fiscal year

Total Income

$

Business Expenses

Complete to the best of your ability. In each field enter the approximate amount you spent in each category.

Advertising

Contract Labor

Insurance

Interest

Legal & Professional Services

Office Expenses

Rent and Lease

Repairs and Maintenance

Supplies

Taxes and Licenses

Travel, Meals, and Entertainment

Utilities

Other Expenses

Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?

Attach any photos or documents that you want us to have on file.

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I Understand that I will be automatically enrolled in auto collect to collect Tax Prep fees if I do not receive my Refund for any reason. *

*

I agree to terms & conditions

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