1. Let's start with your First Name? *

2 What’s your middle initial?

3. What's your last name? *

4. Please enter your social security number? *

5. What's your birth date? *

What is your Occupation? *

6. Cell phone or contact number? *

7. Email account? *

What is Your Spouse Full Name? *

What is Your Spouse Date of birth? *

What is Your Spouse Phone Number *

What is Your Spouse Email? *

Upload Spouse SS card & ID Here *

3MB Limit

Does Your Spouse Work? If so upload W2s, 1099s Here

3MB File Limit

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Spouse First Name? *

Spouse Last Name? *

Spouse Birthdate? *

Spouse Social Security Number *

Spouse Email address? *

Spouse Phone? *

Upload ID/License for Spouse & SS card *

3MB Limit

Enter your Home Street Address? *

10. Enter your city? *

11. Enter your state? *

12. Enter your zip code? *

13. Do you have dependents? *

Yes

No

Dependent 1 Info HERE *

Dependent 1 Name
Dependent 1 Date of Birth
Dependent 1 Social Security Number

Upload Dep 1 SS card and/or Birth Certificate HERE

3MB Limit

For New Clients ONLY

Do You Have More Dependents? *

Yes

No

Dependent #2 Full Name? *

Dependent #2 Birthday? *

Dependent #2 Social? Included Dashes *

Must upload SS cards and Birth Certificate

For New Clients If I dont have it Upload Here

Are there More Dependents? *

Yes

No

If MORE than 2 dependents (the ones you have not uploaded above) NAME, DATE OF BIRTH, & SOCIAL SECURITY NUMBER here and then upload SS Cards and Birth Certificates BELOW.

Write It ALL HERE. *

Upload ALL SS Cards and Birth Certificates Here!

3MB LIMIT

15. Enter bank ROUTING NUMBER for direct deposit of your tax return and any tax advances *

Name of Bank? *

16 Enter BANK ACCOUNT NUMBER for direct deposit of your tax return and any tax advances *

17. Verify and Enter BANK ACCOUNT NUMBER Again. *

18. What type of account is this? *

A. Checking

B. Savings

19. Upload your ID (Must be valid) *

Choose File or drag here Size limit: 3MB

20. Did you get Unemployment payments in 2024? *

A. Yes

B. No

Upload Unemployment Forms 1099-G HERE *

3MB LIMIT

21. Anytime during the year 2024 have you; Choose as many as you like or NONE OF THE ABOVE

If you do not have your 1098-T we cannot file school credits.

Upload Your 1098-T from your school here.

Upload Documents from Social Security Administration Here

SSA 1099 HERE

What is the Name of Your Business?

What is Your Business Address?

Business EIN Number?

Explain What Type of Business (LLC, Corp) and what do you do? (Painter, Driving, Plumbing, etc)

We will send you a business checklist to insert your business expenses.

If you do not have form from Daycare we Cannot claim daycare credits.

Upload form from Daycare here.

Upload 1098 Mortgage Statement Here

Upload Proof of Donations to Charity Here

22. Upload Income (i.e Pay-stub, W2, 1099) Multiple Files Can Be Uploaded *

Choose File or drag here Size limit: 3MB

Do You Have a Identity Protection PIN?

Did You Have Marketplace Insurance? AKA ObamaCare AKA Healthcare Marketplace Plan?

Upload 8962 Form If Applicable

Additional Files

File Upload 3

Chose File or drag here Size Limit: 3MB