For which tax year(s) do you require processing? *

2024

2023

2022

2021

2020

2019

2018

2017

Full Name *

First Name

Last Name

DOB *

Date Of Birth

MM

DD

YYYY

Issue Date

MM

DD

YYYY

Expiration Date

MM

DD

YYYY

Day Time Phone *

(###)

###

####

Home address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Filing status *

Single

Head Of House Hold

Married Filing Joint

Married Filing Separate

Qualifying Widow(er)

Spouse Full Name

First Name

Last Name

Spouse DOB

Date Of Birth

MM

DD

YYYY

Issue Date

MM

DD

YYYY

Expiration Date

MM

DD

YYYY

Spouse Day Time Phone

(###)

###

####

Spouses Home address If different

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Did you receive your economic impact payment (stimulus check)? Only answer this question if you are submitting your 2021 taxes. If you are not filing for 2021, disregard.

If yes, specify how much was received

No

Did you receive a 2021 Advance Child Tax Credit (AdvCTC) payment document 6419. Only answer this question if you are submitting your 2021 taxes. If you are not filing for 2021, disregard.

Please submit this document along with your other tax forms.

If Yes - Please put the total amount received in dollars below.

No

Dependent 1 Birth Date

MM

DD

YYYY

Dependent 2 Birth Date

MM

DD

YYYY

Dependent 3 Birth Date

MM

DD

YYYY

Dependent 4 Birth Date

MM

DD

YYYY

Would you like to e-file?

Yes

No

Tax Document

This provides our preparers with insights on the most effective way to support you when they reach out to you. Choose any that are relevant.

W-2 From Employer

1098 T, E, Student

1099 DIV, INT

1099 G Unemployment Income

1099-NEC- Freelance

1099 K - Gig Work

1098 - Home Owner

1095 A - Credit Received From Healthcare

Did you pay any personal property taxes?

Yes

No

Are you a returning customer?

Yes

No

What documentation do you have to determine EIC eligibility as proof of residency for your qualifying dependent? Please refer to the list below:

School record or statement

Landlord or property management statemen

Health provider statement

Health provider statement

Placement agency statement

Social service records

Place of worship statement

Employer statement

Medical Records

Indian tribal official statement

Other (Specify)

CHECK ALL INCOME SOURCES FOR THIS CURRENT YEAR - ENCLOSE DOCUMENTATION

Salary/Wages - W-2

Self-Employed Business Income (Complete Tax Summary)

Other Wages not reported on W-2. (Complete Tax Summary)

I have Profit and Lost Statement

1. Has the IRS or any state or local taxing agency notified you of any changes to a prior year tax return?

YES

NO

2. Do you owe any back taxes or unemployment benefits?

YES

NO

3. Can your dependent be a qualifying child for another person?

YES

NO

4. Do you have any outstanding judgments?

YES

NO

5. Do you have a student loan? If Yes, Amount $

YES

NO

6. Do you pay child support?

YES

NO

Did you receive a 1098 T form from an educational institution that you attended in 2023? If Yes please provide the institutions address below.

Yes

No

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Bank Account Holder Name

First Name

Last Name

Name

First Name

Last Name

Date

MM

DD

YYYY