Hello & Welcome New & Returning Clients!!!
My name is Chardonnay Webster & I want to Thank You for your interest in allowing me to assist you this 2026 Tax Season! I strive to provide a professional, timely & pleasant experience, as well as making sure my clients the accurate refunds that they deserve. Feel free to reach out by contacting me by phone @ (317) 270-2563. I appreciate your business, trust & look forward to assisting you this Tax Season!
Tax Filer Information:
Please Check All Info For Accuracy Before Submitting
Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Date of Birth:
*
Income Info, Filing Status & Dependent Info
Income Type (Check All That Apply)
*
W-2
1099 (Independent Contractor)
Self Employed
Side Hustle (Usually Cash Transactions/ Payments)
SSI Income
Retirement/Pension Income
Other
If Other, Be Specific In The Type Of Income Earning Work You Do:
If Self Employed, List Buisiness Type:
Lawn Care, Hairstylist, Barber, Babysitter, Food Preparer, Etc;
Filing Status
*
Single
Married Filing Jointly
Married Filing Seperate
Head Of Household
Unsure
Are You Legally Married?
*
Yes
No
If Filing Head of Household, How Many Other Adults Live With You In The Home?
IF Married Filing Jointly:
Spouses First & Last Name
Spouse Address: (if different from yours)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse D.O.B.
Spouse S.S.N.
Do You Plan To Claim Any Dependents?
*
Yes
No
If Yes, What Is Their Relation To You
father, son, mother, niece, etc;
Include Each & Any Dependents' Full Names & D.O.B.
Did You Pay For Any Type Of Childcare Last Year For Above Listed Dependent(s)?
Yes
No
Did You Receive An IP-PIN From The I.R.S. To Use When Filing Your Taxes For 2025?
*
Yes
No
What Is An IP-PIN?
Please Select
An IP-PIN is a 6-Digit Number That Only You & The IRS Will Be Aware Of. It Is Often Issued To Prevent Dependent's From Being Fraudulenty Claimed By Anyone Other Than Who Should Be😉
IP-PIN Info:
I Received An IP-PIN For MYSELF
I Received An IP-PIN For My Dependent(s)
My IP-PIN Is:
Enter YOUR Assigned IP-PIN
My 1st Dependents' IP-PIN Is:
Enter Your DEPENDENTS' IP-PIN
My 2nd Dependents' IP-PIN Is:
Enter Dependent #2 's IP-PIN
Other IMPORTANT Info:
Answer To The Very Best Of Your Knowledge & Select All That Apply
Helpful Information:
*
I Have A Mortgage
I / My Dependent(s) Attended College in 2025
I Owe Back Child Support
I Owe The IRS Taxes For Previous Years (Be HONEST, bc I WILL CHECK & FIND OUT)
I Received My Tax Refund Last Year
I Did NOT Receive My Tax Refund Last Year
I Received A 1095-A Form Regarding "Affordable Care Act" Insurance **Upload Form Below In Form Upload Box**
I Receive Food Stamp Benefits (SNAP)
I Receive Housing Payment Assistance (Section 8/ Income Based)
What Was Your Tax Refund Amount Total Last Year?
*
Enter Total Amount Above
What Was Your Total Income Amount For Last Year (2025)?
*
Enter Total Amount You Made
What Is Your Current Monthly Rent/Mortgage Payment?
*
Enter The Amount You Pay Every Month
Are You Interested In Receiving Audit Protection Included With Your Tax Return?
*
Yes
No
Are You Interested In Applying For A Refund Cash Advance?
*
Yes
No
Document Submission
Upload All Required Documentation Below
Please Upload All Required Identification Documents For You, Dependents (if any), & Spouse (if applicable)
*
Browse Files
Drag and drop files here
Choose a file
Drivers License, Dependents' SSCards, Etc;
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W-2/1099/College Documentation Forms (If Not STRICTLY Self-Employed, This IS Required!)
Browse Files
Drag and drop files here
Choose a file
PLEASE Make Sure You Have Received ALL W-2's From ALL Employers You Had Last Year (2025) Before Submitting Your Free Quote Application. These Include W2 Forms, 1099, 1098T, 1095-A, 1099-SA, Etc;
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Self Employed & Side Hustle Earner Expense Info Upload
Browse Files
Drag and drop files here
Choose a file
IMPORTANT: for this upload box, please either type out list then screenshot & upload | or write out expense list & totals on a piece of paper-take a pic of said paper then upload pic in file uploader. this should be comprised of any of the following you may have: Total Income & Expenses- including money spent on supplies, advertising your business, rent spent, electricity, internet, cell phone bill, & any other utilities & expenses not listed that you may find helpful.
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Submit Information
Should be Empty: