First Name *

Last Name *

Email *

Date of birth *

Phone *

By checking this box, I consent to receive non-marketing text messages from Walker Legacy Tax Group related to my tax services, appointments, document requests, account updates, and other service-related communications. Message frequency varies. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional text messages from Walker Legacy Tax Group, including special offers, service updates, reminders, and other promotional communications at the phone number provided. Message frequency varies. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Client Acknowledgment & Signature (IRS Processing Notice) *

Clear

Will you be applying for a advanced loan? *

Yes

What year will you be filing? *

How did you hear about us? *

Street Address *

City *

State *

Country *

Postal Code *

Social Security Number *

Do you have an IRS Identity Protection Pin *

Yes

Whats your Occupation? *

Are you or dependent a Full-Time Student? ( Please have 1098-T Form ready) *

Yes

If yes, Please upload 1098-T here

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Employment Status

Employed (w-2)

Self-employed (1099 Business, Side-Gig, etc)

Unemployed

Student

Filing Status? *

Single

Head of Household

Married filing Jointly

Married filing Separately

Do you have Dependents *

Yes

Do you have another dependent?

Yes

Do you have another dependent (3)?

Yes

Do you have another dependent (4)?

Yes

Do you have another dependent (5)?

Yes

Upload any documents needed (w2s, 1099s, etc if applicable)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

ID/Drivers License

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Social Security Card for each Individual on Return

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Acknowledgement & Signature I confirmed that all information I entered here is accurate and true* I allow Robert Walker, to capture my sensitive data like personal ID, government ID, Social Security Number ( ssn) and other information.* I have read the terms and conditions and privacy policy* By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Clear

How would you like to receive your refund? *

Direct Deposit

Prepaid Card

Tax Payer Signature (Must be Legible) *

Clear

Date signed *

Questions or Concerns

I acknowledge that tax returns are processed in the order received and that rush processing, if available, may require an additional fee. *

Yes