Welcome Aboard 1st Class Financial

Thank you for choosing 1st Class Financial for your tax preparation needs. Please complete the information below and upload all required tax documents. Having your documents ready before you begin will help us provide a smooth, accurate, and first-class filing experience.

Flight Check-In

Select Your Tax Preparer *

Please Select

Enter Your Referral Name

Taxpayer Information

Select Your Filing Status *

First Name *

Last Name *

Date of birth *

Street Address *

City *

State *

Postal Code *

Enter Social Security Number *

Phone *

Email *

Your Occupation

Is Someone Else Able To Claim You As A Dependent? *

Yes

Do You Have An IRS Identity Protection Pin (IP PIN)? *

Yes

Please Enter Your IRS Identity Protection Pin

Did You Receive Health Insurance Through the Health Insurance Marketplace (Marketplace)? *

Yes

Please Upload Your Marketplace Form 1095-A

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF If you received health insurance through the Marketplace (Healthcare.gov or your state Marketplace), please upload your Form 1095-A.

Driver's License/ID *

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

Social Security Card *

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

Spouse Information

Please provide your spouse's information below.

Spouse's First Name

Spouse's Last Name

Spouse's Date of Birth

Spouse's Social Security Number

Spouse's Occupation

Upload Your Spouse's Documents

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )Please upload all applicable documents for your spouse. This may include your spouse's driver's license or state ID, Social Security card (if required), W-2s, 1099s, and any other tax documents that belong to your spouse. You may upload multiple files at once.

Dependent Information

Are You Claiming Any Dependents? *

Yes

How Many Dependents Are You Claiming?

Upload Your Dependents' Documents

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )Please upload the Social Security cards for all dependents you are claiming. If applicable, also upload birth certificates, custody documentation, or any other supporting documents. You may upload multiple files at once.

Income Sources

Tax Credits & Deductions

Select All Tax Credits and Deductions That Apply to You *

College Tuition or Education Expenses (Form 1098-T)

Mortgage Interest (Form 1098)

Childcare Expenses

HSA Contributions or Distributions (Forms 1099-SA/5498-SA)

Retirement Contributions or Distributions (Forms 1099-R, 5498, etc.)

Charitable Donations

Medical Expenses

Other Tax Credits or Deductions

None of the Above

Please upload all documents related to the tax credits or deductions you selected above, including Forms 1098-T, 1098, HSA forms, childcare statements, donation receipts, and any other applicable supporting documents. You may upload multiple files at once.

Upload Your Tax Credit and Deduction Documents *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Direct Deposit Information

If you'd like your refund deposited directly into your bank account, please provide your banking information below. Be sure to verify your routing and account numbers before submitting.

How would you like to receive your refund? *

You have chosen to receive your refund by paper check. Your refund will be mailed to the address listed on your tax return.

Enter You Bank Name *

Routing Number *

Account Number *

Account Type *

Authorization & Acknowledgment

By submitting this intake form, I certify that the information and documents I have provided are true and complete to the best of my knowledge. I understand that 1st Class Financial will use this information to prepare my tax return and may contact me if additional information or documentation is needed. I understand that submitting this form does not authorize the electronic filing of my tax return. A separate authorization (Form 8879) will be provided for my review and signature before my return is electronically filed. *

I have read and agree to the Authorization & Acknowledgment above.