You can always press Enter⏎ to continue
paper-hand
TIFFANY BELL & ASSOCIATES - TAX QUICK START
Let's Get Some Basic Information So We Can Get Started!
START
1
Please Take a Selfie! This Protects Our Clients From Identity Theft.
When we see your drivers license or state ID card we can verify that it's you & not someone that stole your ID.
Previous
Next
Submit
Press
Enter
2
Do you give us permission to use this information to prepare your tax return for you/your family? (IRS Section 7216 Consent)
YES
NO
Previous
Next
Submit
Press
Enter
3
What's Your Name?
*
This field is required.
Enter the client's name below.
Previous
Next
Submit
Press
Enter
4
Who Referred You?
How did you hear about us?
Previous
Next
Submit
Press
Enter
5
Who is The Purchase Tax & Accounting Agent That is Handling Your Return?
*
This field is required.
Who do you want to receive your tax information?
Previous
Next
Submit
Press
Enter
6
What Tax Years Would You Like Us To Complete For You?
*
This field is required.
No job is too big for us. List ALL years you need assistance with.
Previous
Next
Submit
Press
Enter
7
Who is Your Cell Phone Company / Carrier?
*
This field is required.
This gives us authorization to send text message alerts about your refund & tax return.
Previous
Next
Submit
Press
Enter
8
Phone Number
*
This field is required.
Enter your phone number below!
Area Code
Phone Number
Previous
Next
Submit
Press
Enter
9
Email Address
*
This field is required.
Enter your email address below!
example@example.com
Previous
Next
Submit
Press
Enter
10
Spouse's Email Address
Enter your spouse's email address below!
example@example.com
Previous
Next
Submit
Press
Enter
11
Address
*
This field is required.
Enter your current address below!
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
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
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
Please Select
Please Select
United States
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
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
Previous
Next
Submit
Press
Enter
12
Did your address change since your last tax return?
YES
NO
Previous
Next
Submit
Press
Enter
13
What is Your Marital Status?
*
This field is required.
Choose one of the answers below.
Married
Single
Married
Single
Previous
Next
Submit
Press
Enter
14
What is Your Filing Status? Choose a Filing Status Below!
This is not the same as whether you are married or single.
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Widow(er)
Single
Head of Household
Married Filing Jointly
Married Filing Separately
Qualifying Widow(er)
Previous
Next
Submit
Press
Enter
15
Your Name / SSN / Date of Birth
*
This field is required.
Previous
Next
Submit
Press
Enter
16
Spouse's Name / SSN / Date of Birth
Previous
Next
Submit
Press
Enter
17
Can You Provide a Picture ID & Social Security Cards for Everyone on Your Tax Return?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
18
Did You Receive an IRS Identity Protection Pin By Mail?
If so, please enter the IPPIN below. Make sure to upload the IRS notice at the end!
Previous
Next
Submit
Press
Enter
19
What is Your Occupation?
*
This field is required.
Please enter your occupation and your spouse's occupation if married.
Previous
Next
Submit
Press
Enter
20
Did You Have Obamacare?
*
This field is required.
If you did, please upload Form 1095-A at the end!
YES
NO
Previous
Next
Submit
Press
Enter
21
Dependent 1 - Name / SSN / Date of Birth / Relationship
e.g. Daughter, Son, Grandchild, Parent, Niece, Nephew
Previous
Next
Submit
Press
Enter
22
Dependent 2 - Name / SSN / Date of Birth / Relationship
e.g. Daughter, Son, Grandchild, Parent, Niece, Nephew
Previous
Next
Submit
Press
Enter
23
Dependent 3 - Name / SSN / Date of Birth / Relationship
e.g. Daughter, Son, Grandchild, Parent, Niece, Nephew
Previous
Next
Submit
Press
Enter
24
Dependent 4 - Name / SSN / Date of Birth / Relationship
e.g. Daughter, Son, Grandchild, Parent, Niece, Nephew
Previous
Next
Submit
Press
Enter
25
Dependent 5 - Name / SSN / Date of Birth / Relationship
e.g. Daughter, Son, Grandchild, Parent, Niece, Nephew
Previous
Next
Submit
Press
Enter
26
Is Every Person on Your Tax Return a U. S. Citizen?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
27
Did your dependents live with your for more than half the year in the United States and did you provide more than half of their living expense?
Choose one of the answer below.
YES, lived with me more than 1/2 the year in the United States at my expense.
NO, did NOT live with me more that 1/2 the year in the United States.
N/A - Does Not Apply to Me (I have no dependents).
YES, lived with me more than 1/2 the year in the United States at my expense.
NO, did NOT live with me more that 1/2 the year in the United States.
N/A - Does Not Apply to Me (I have no dependents).
Previous
Next
Submit
Press
Enter
28
What documentation can you provide to show proof that the Dependent lived with you more than half the year?
e.g. School Records, Daycare Record, Health Insurance Cards, Lease, Kids Id, Church Records
Huge
Large
Normal
Small
Ok
quote
Created with Sketch.
Ok
Previous
Next
Submit
Press
Enter
29
Were you denied the Child Tax Credit - - or - - Earned Income Credit within the last 3 years?
YES
NO
Previous
Next
Submit
Press
Enter
30
Do you have a Business or Self Employment Income?
Yes
No
Previous
Next
Submit
Press
Enter
31
If you receive a refund, how would you like to receive your refund?
*
This field is required.
Choose one of the answers below.
Wal Mart Debit Card
Direct Deposit
Paper Check
I am Expecting My Refund to Be Taken for Previous Debts
Wal Mart Debit Card
Direct Deposit
Paper Check
I am Expecting My Refund to Be Taken for Previous Debts
Previous
Next
Submit
Press
Enter
32
Bank Routing Number
For Direct Deposit of Tax Refund
Previous
Next
Submit
Press
Enter
33
Bank Account Number
For Direct Deposit of Tax Refund
Previous
Next
Submit
Press
Enter
34
What else do you think we should know?
Enter details below.
Huge
Large
Normal
Small
Ok
quote
Created with Sketch.
Ok
Previous
Next
Submit
Press
Enter
35
Enter Your Initials -
to Acknowledge that after signing below you will be automatically taken to our SecureSend site to upload your documents. If you have any documents, you can upload them there. If you do not have any documents yet, you can send them at a later time.
*
This field is required.
Enter Your Initials
Previous
Next
Submit
Press
Enter
36
UPLOAD DOCUMENTS
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
Browse Files
Cancel
of
Previous
Next
Submit
Press
Enter
37
UPLOAD MORE DOCUMENTS
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
Browse Files
Cancel
of
Previous
Next
Submit
Press
Enter
38
Signature
*
This field is required.
IRS Section 7216 Acknowledgement to use your personal data to prepare your tax returns & any other service that are requested by you the taxpayer / client.
Clear
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
38
See All
Go Back
Submit