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30Questions
  • 1
    Have you read and understand the terms of agreement listed in the letter of engagement to prepare your 2021 Tax Return?
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  • 2
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  • 3
    Have You Filed a Tax Return with 1st Infinity TS Professional Services Before?
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  • 4
    Were you referred to this company by anyone ?
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  • 5
    If yes, please list the person to whom you were referred by
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  • 6
    Are you over the age of 18?
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  • 7
    NAME
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  • 8
    Address
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    • Other
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  • 10
    Phone Number
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  • 11
    Phone Carrier
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  • 12
    Email
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  • 13
    Occupation
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  • 14
    What’s your filing status?
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  • 15
    Name Listed On State ID
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  • 16

    *     *    *     *       *     *             

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  • 17
    Spouse Information (Married Filing Jointly or Married Filing Separately)
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  • 18

                                                              

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  • 19
    Filing any Dependents (Dependents / Qualifying Person)
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  • 20

                                                 

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  • 21

                            

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  • 22

                                                   

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  • 23
    Bank Information How would like your 2020 Tax Return Refund Deposited?
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  • 24
    Bank Information How would like your 2020 Tax Return Refund Deposited?
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  • 25

                    

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  • 26
    Document Upload Please Attach Driver Licences and SSN Cards Documents (W-2(s) 1099,1098T etc.)
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    Max. file size: 10.6MB
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  • 27
    Please Check All That Apply The Following determines the bases of your Return and Forms needed to Prepare Your 2020 E-file
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  • 28
    Thank 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.
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  • 29
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  • 30
    Thank 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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