Welcome

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Questionnaire 1* This field is required.Have you read and understand the terms of agreement listed in the letter of engagement to prepare your 2021 Tax Return?
YESNO
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Email
example@example.com
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Questionnaire 2* This field is required. Have You Filed a Tax Return with 1st Infinity TS Professional Services Before?
YESNO
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Questionnaire 3* This field is required. Were you referred to this company by anyone ?
YESNO
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Person Referred by: If yes, please list the person to whom you were referred by
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Questionnaire 5* This field is required.Are you over the age of 18?
YESNO
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Questionnaire 6* This field is required.NAME
First Name
Last Name
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Questionnaire 7* This field is required.Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Type a question
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Questionnaire 8* This field is required.Phone Number
Area Code
Phone Number
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Questionnaire 9* This field is required.Phone Carrier
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Questionnaire 10* This field is required.Email
example@example.com
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Questionnaire 11* This field is required.Occupation
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Questionnaire 12* This field is required.What’s your filing status?
Single
Married Filing Separately
Married Filing Jointly
Head of Household
Qualifying Widow(er) with Dependent Children
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Questionnaire 6* This field is required.Name Listed On State ID
YESNO
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First Name * Last Name * Date of Birth * Driver License # * Expiration Date * Issue Date *
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Questionnaire 13* This field is required.Spouse Information (Married Filing Jointly or Married Filing Separately)
YESNO
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First Name Last Name Date of Birth Driver License # Expiration Date Issue Date Social Security # Occupation Mobile Phone Email
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Questionnaire 14* This field is required.Filing any Dependents (Dependents / Qualifying Person)
YESNO
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First Name Last Name Date of Birth Social Security # First Name
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First Name Last Name Date of Birth Social Security # First Name
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First Name Last Name Date of Birth Social Security # First Name
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Questionnaire 21* This field is required. Bank Information How would like your 2020 Tax Return Refund Deposited?
YESNO
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Questionnaire 21* This field is required. Bank Information How would like your 2020 Tax Return Refund Deposited?
Bank Name
Routing #
Bank Address
Checking #
Saving #
Check
Visa Debit Card
Other
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First Name Last Name Checking # Saving # Check
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Questionnaire 22* This field is required. Document Upload Please Attach Driver Licences and SSN Cards Documents (W-2(s) 1099,1098T etc.)
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Type a question Please Check All That Apply The Following determines the bases of your Return and Forms needed to Prepare Your 2020 E-file
Are You a Small Business Owner
Child Expenses
Medical Expenses
Student Loans
Own Rental Property
Day Care Expenses
Unemployment Income
Investment & Dividends
Health Insurance ( 1095A, 1095B, 1095C)
Other
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SignatureThank you for choosing 1st Infinity Tax Services. Our mission is to provide you with quality professional services that you deserve in a timely manner. Thank you in advance for choosing 1st Infinity Tax Services as your tax provider. Fees are not always deducted from your tax refund because of problems due to the Internal Revenue Services. Some of these problems are beyond 1st Infinity Tax Services control and therefore, we may not be able to electronically file the return. However, we will give you the prepared executed copy so you can send it to the service center handling your return. If 1st Infinity Tax Services encounter problems, you will be notified immediately. You must provide us with current telephone numbers where you can be reached during the day or where we may leave a message. If for some reason your refunds is held because of student loans, child support, EIC issues, identity issues, or any other federal debt, payment is still due for services rendered. Anytime services are rendered for tax preparation, you must submit a valid driver's license or an ID card issued by the state. By signing my name below, I certify that I have read the above information. Please feel free to discuss any concerns you may have with us.
Clear
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1st Infinity Tax Services
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1st Infinity Tax ServicesThank You! For Submitting your information and completing the documents needed to prepare your 2020 Tax Return. Conversely, once your return is accepted by the IRS please allow up 7 to 14 days for processing, Regarding your refund that will be deposited into your account based on the information provided. You can check the status of your Return following these steps. www.IRS.gov/refunds/880-829-1040
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