Client Information

Full Legal Name *

Enter your name exactly as it appears on your Social Security card.

Social Security Number (SSN) or ITIN *

Taxpayer Date of Birth *

Taxpayer Occupation *

Email Address *

We will use this email for tax-related communication only.

Phone *

Spouse Full Name

Spouse Email Address

Spouse Phone

Spouse Date of Birth

Spouse SSN/TIN

Spouse Occupation

Address

Street Address *

City *

State *

Country *

Postal Code *

Do you have a government-issued photo ID for you (and your spouse if applicable)? *

Yes

Upload Government-Issued Photo ID (and your spouse if applicable) *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 2 Files )

Do you have any dependents? *

Yes

How many dependents do you have?

Dependent 1 Information

Name of Dependent 1

Dependent 1's SSN

Dependent 1's Date of birth

Relationship of Dependent 1 to you

Months Lived with you

Dependent 2 Information

Name of Dependent 2

SSN - Dependent 2

Dependent 2's Date of birth

Relationship of Dependent 2 to you

Months Lived with you - Dependent 2

3rd Dependent's Information

3rd Dependent's Name

3rd Dependent's SSN

3rd Dependent's Date of Birth

3rd Dependent's Relationship to you

3rd Dependent's months lived with you

4th Dependent's Information

4th Dependent's Name

4th Dependent's SSN

4th Dependent's Date of Birth

4th Dependent's Relationship to you

4th Dependent's months lived with you

Do you have more dependents to enter? *

Tax Credits

Education expenses?

Yes

Upload Form 1098-T

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Child or dependent care expenses?

Yes

Upload childcare provider details

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Energy-efficient home improvements?

Yes

Upload energy improvement receipts

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Estimated Taxes & Prior Payments

Did you make estimated tax payments?

Yes

Payment Date

Payment Amount

Upload IRS or State Payment Confirmations

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Compliance & Authorization

Did you receive any IRS or state tax notices?

Yes

IRS or state notices

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Required Acknowledgments

I confirm Filing Authorization & Consent

I confirm Declaration of Information Accuracy

I confirm Professional Services Disclaimer

I consent to electronic communication

Required Acknowledgements

Do you confirm all information provided is accurate and factual? *

Yes

Have all income and expenses, credits and any IRS notices been disclosed? *

Yes

All necessary information is provided? *

Yes

Will you be submitting additional documents? *

Yes

Thank you for your patience!

We will prepare your returns based on the information you have provided and we might reach out to you for any clarifications or additional information we might need.

PLEASE DO NOT CLOSE THIS WINDOW UNTIL YOU ARE REDIRECTED TO THE SUBMISSION CONFIRMED PAGE.

Client Information

Dependent 2 Information

4th Dependent's Information

Income Overview

Select all types of income you received during the year.
Additional questions will appear based on your selections.

Self-Employment / Business Income

Business Expenses
Only include expenses directly related to your business.

Self Employment (Schedule C)
Only include expenses directly related to your business.

Adjustments & Deductions

Tax Credits

Estimated Taxes & Prior Payments

Compliance & Authorization

Required Acknowledgements

Thank you for your patience!

We will prepare your returns based on the information you have provided and we might reach out to you for any clarifications or additional information we might need.

Client Information

Dependent 2 Information

4th Dependent's Information

Income Overview

Select all types of income you received during the year.Additional questions will appear based on your selections.

Self-Employment / Business Income

Business Expenses Only include expenses directly related to your business.

Self Employment (Schedule C) Only include expenses directly related to your business.

Adjustments & Deductions

Tax Credits

Estimated Taxes & Prior Payments

Compliance & Authorization

Required Acknowledgements

Thank you for your patience!We will prepare your returns based on the information you have provided and we might reach out to you for any clarifications or additional information we might need.

Select all types of income you received during the year.
Additional questions will appear based on your selections.

Business Expenses
Only include expenses directly related to your business.

Self Employment (Schedule C)
Only include expenses directly related to your business.

Thank you for your patience!

We will prepare your returns based on the information you have provided and we might reach out to you for any clarifications or additional information we might need.