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Tax Filing Year
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Select Your Tax Preparer
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Please provide the name of the person who referred you or provide the place where you saw our business.
Filing Status
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Do you or your kids have an IP PIN?
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Yes
No
Do you have marketplace insurance?
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Yes
No
Did you get a refund last year? If so upload transcript or copy of tax return at the bottom of this form? (new clients ONLY)
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Yes
No
Are you interested in credit repair?
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Yes
No
First Name
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Last Name
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Phone
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Email
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Tax Payers Social Security Number
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Taxpayers Date Of Birth
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Street Address
City
State
Country
Enter your country
Postal Code
Did you receive health insurance through the Market Place?
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Yes
No
Your Occupation
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If so, Please provide the following 1. States you worked in 2. Timeframe you worked in those states
Have you ever been audited by the IRS?
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Yes
No
If so, Please provide the year/s of audit and what were the outcomes of the audits
Primary Taxpayer - Please Check Any That Apply
Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer was over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer is disabled.
TAXPAYER IP PIN (issued from IRS yearly) EVERYONE DOESN'T HAVE THIS. IF IT DOESN'T APPLY SKIP
Spouse's Name
Spouse's Date of Birth
Spouse's Social Security Number
Spouse's Occupation
Spouse's Email Address
Spouse - Please Check Any That Apply
Spouse can be claimed as a dependent on someone else's return.
Spouse was over age 18 and a full-time student at an eligible educational institution.
Spouse is blind.
Spouse is deceased.
Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Spouse prefers to receive written communications from the IRS in a language other than English.
Spouse prefers to receive written communications from the IRS in an accessible format.
Spouse is disabled.
SPOUSE IP PIN (issued from IRS yearly) EVERYONE DOESN'T HAVE THIS. IF IT DOESN'T APPLY SKIP
Dependent 1 Full Name
Dependent 1 DOB
Dependent 1 SSN
(Dependent 1) How Many Months Did The Child Live In Your Home?
(Dependent 1) Relationship To The Dependent
Dependent 2 Full Name
Dependent 2 DOB
Dependent 2 SSN
(Dependent 2) How Many Months Did The Child Live In Your Home?
(Dependent 2) Relationship To The Dependent
Dependent 3 Full Name
Dependent 3 DOB
Dependent 3 SSN
(Dependent 3) How Many Months Did The Child Live In Your Home?
(Dependent 3) Relationship To The Dependent
Dependent 4 Full Name
Dependent 4 DOB
Dependent 4 SSN
(Dependent 4) How Many Months Did The Child Live In Your Home?
(Dependent 4) Relationship To The Dependent
Dependent 5 Full Name
Dependent 5 DOB
Dependent 5 SSN
(Dependent 5) How Many Months Did The Child Live In Your Home?
(Dependent 5) Relationship To The Dependent
Are you self employed or a business owner?
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Yes
No
If so what kind of business do you have?
Please provide your business EIN Number
How long have you been in business?
Business Address
Please upload your profit/expense records.
Did you have a vehicle you used for your business?
Yes
No
If so please upload your Form 1098-E - Student loan Interest
Do you have a separate personal vehicle?
Yes
No
Did Anyone Listed On This Return Attend College this Tax Season
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Yes
No
If so - please upload form 1098-T and other college related documents below.
Name(s) of the person who attended college
Did all students attend at least half time?
Yes
No
Were they seeking a degree?
Yes
No
How much money was spent on other books or materials in relation to college?
How many tax years have you claimed the American Opportunity Tax Credit?
Was the student ever charged with drug related felonies?
Yes
No
Are You Currently Paying Student Loans?
Yes
No
If so, please upload your Form 1098-E - Student loan Interest
Upload ID/DL (for anyone over 18 years old on this filing)
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(In order to file HOH upload lease and utility bill in your name) If filing single only a utility bill needed
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Upload Social Security Card (for all listed on this filing)
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Please upload all W2's HERE - You can upload multiple files
If you received Unemployment Please Provide 1099-G form
Withdrawal out of 401K? Please attach documentation if available.
Please provide Mortgage / Property Tax form(s) if paid taxes / insurance
Please Upload any Additional Tax Forms that you have Received.
Upload copy of prior year tax return or transcript (include the schedule c if was self employed)
Do you owe or have you owed the IRS?
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Yes
No
Will you want any of the following Bank Products? (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information
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Tax Refund Advances
Deduct Tax Preparation Fee from your Refund
If you want a tax loan advance:
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Do you want the $1000 advance (no finance charge)
Up to $7000 (with finance charge)
Or not interested in a tax refund advance loan
How would you like your refund to be deposited when ready?
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Direct Deposit
Pre-Paid Debit Card
I have a Tax Obligation and will not be receiving a refund
Paper check printed in the office
Bank Name
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Is this a Checking or Savings account?
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Routing Number
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Confirm Routing Number
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Account Number
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Confirm Account Number
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Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit?
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Yes
No
If you are a single parent, Where's the other parents of your child/children?
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What is the name of the other parent(s)
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Why is the other parent not claiming the child?
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If you are divorced or separated, when did you last live in the same home?
Do you have joint custody of your child? (If so which child/children)
How long did your child/children live in the other parent's home during the tax year? (in months)
Do you have a signed form 8332 granting the right to claim this child/children?
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Yes
No
Not Needed
Not Applicable
Did anyone else live in the home that provides financial support for your child/dependents?
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Yes
No
Not Applicable
Can or could anyone else be eligible to claim this dependent on their tax return?
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Did you pay someone to watch your child/children?
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Yes
No
Not Applicable
If so please upload any childcare statements.
Did you receive any type of supplemental, non taxable income such as child support, Welfare benefits, Social security, etc?
Yes
No
In the case of a random IRS audit, can you provide for the children:
School records
Medical records
Signature
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Clear
Today's Date
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