File Here

Who Is Your Tax Preparer?

* Are You a New Client?

Do You Have a Referral? If So, What is Their Name?

Have You Been Audited in the Last 5 Years?

* Filing Status:

* Taxpayer First Name:

Middle Initial:

* Taxpayer Last Name:

* Date of Birth:

* Social Security #:

Upload SS Card(s):

Upload File

Upload Unexpired DL/State ID:

Upload File

* Enter DL/ID#:

* Enter ID State:

* Enter ID Issue Date:

* Enter ID Expiration Date:

* Email (REQUIRED):

* Phone (REQUIRD):

Alternate Phone Number

* Enter Occupation:

* Physical Address:

Full-Time College Student?

If So, Upload 1098-T or Grades From a Semester.

Upload File

Are You Self-Employed? If you, please complete Sch C Form.

Free Text

**If Self-Employed or a Business Owner, The Section MUST Be Completed Before We Can Submit Your Tax Return to the IRS. This Form is on the "Schedule C Form" Page**

Spouse First Name:

Spouse Middle Initial:

Spouse Last Name:

Spouse Date of Birth:

Spouse Social Security #:

Spouse SS Card

Upload File

Upload Spouse DL/State ID (REQUIRED):

Upload File

Enter DL/ID#:

Enter ID State:

Enter ID Issue Date:

Enter ID Expiration Date:

Enter Occupation:

Full-Time College Student?

If So, Upload 1098-T or Grades From a Semester.

Upload File

Free Text

**Are You Self-Employed? If you, please complete Sch C Form.

Number of Dependents:

Dependent #1 Name:

Dependent #1 SS#:

Dependent #1 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Dependent #2 Name:

Dependent #2 SS#:

Dependent #2 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Dependent #3 Name:

Dependent #3 SS#:

Dependent #3 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Dependent #4 Name:

Dependent #4 SS#:

Dependent #4 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Dependent #5 Name:

Dependent #5 SS#:

Dependent #5 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Dependent #6 Name:

Dependent #6 SS#:

Dependent #6 D.O.B.:

Relationship:

If Brother/Sister/Niece/Nephew, Please Explain Reason Why They Are In Your Care Instead of With Parents:

Full-Time College Student?

If Student, Upload 1098-T or Picture of Grades From a Completed Semester:

Upload File

Months in Home?

Is the Dependent Disabled?

If Disabled, What is the Disability?

Child-Care Expenses:

Are You Self-Employed?

Free Text

**Please Upload One (1) Attachment Per Link. Additional Attachments Can Be Uploaded in the "Upload Additional Docs" Below:

Upload W-2(s):

Upload File

Upload W-2(s):

Upload File

Upload W-2(s):

Upload File

Upload 1099-NEC:

Upload File

Upload 1099-Misc:

Upload File

Upload 1099-R

Upload File

Upload 1099-SSA:

Upload File

Upload 1099-G:

Upload File

Upload 1098:

Upload File

Upload Student Loan Interest

Upload File

Upload 1099-Int(s):

Upload File

Upload 1099-Div(s):

Upload File

Upload Day Care Expenses:

Upload File

Upload K-1(s):

Upload File

Upload 1099-Q(s):

Upload File

Upload 1099-B(s)

Upload File

Upload 1098-T

Upload File

Upload Gambling W2G

Upload File

Upload Additional Docs:

Upload File

Upload Additional Docs:

Upload File

Upload Additional Docs:

Upload File

Upload Additional Docs:

Upload File

Upload Additional Docs:

Upload File

Upload Additional Docs:

Upload File

Submit Any Special Instructions For Your Preparer:

Did You Receive a Refund Last Year?

Are You Interested in Credit Repair?

Enter Payment Option:

Would You Like Direct Deposit?

Routing #

Account #

* Electronic Signature (Permission to File). This typed name will act as an Electronic Signature:

New Field:

Submit Your Tax Information Below. We'll Take it From There!

File Here (Required Field No Dashes For SS# Or Phone#)

The Time to Grow Your Tax Business is Now!

Submit Your Tax Information Below. We'll Take it From There!

File Here (*Required Field* No Dashes For SS# Or Phone#)

The Time to Grow Your Tax Business is Now!

File Here (Required Field No Dashes For SS# Or Phone#)